EBS eBanking Solution Reporting
Use our system reports and create your own with our advanced search and reporting system
Your loan system comes with its own built-in reporting suite, making it easy to build and save your own searches and reports. This means in addition to the standard system reporting, you can extract the information you need to control and run your loan book.
Reporting is easy to use, allowing you to pull back information from your loans and cases. Simply set the criteria by putting information into a range of available fields on screen. You then have the option to select the view, grouping and totaling of the data. Once the report has generated decide if you would like this information to be displayed on screen, as a report, or exported into an Excel spreadsheet. If you require this regularly you can add it to your list of standard reports, this makes it easily accessible.
Reporting is a necessary management tool, but can also be used as a powerful marketing facility. Once you have selected your list of clients based on your own selections, you can then elect to send an email, letter or even SMS text to them. These will be selected from your own library of templates, with names, loan values, interest rates etc automatically filled in for you. Promote your business to your clients or brokers directly from the system, fast and professional.
Networks can set up different structures for different AR firms…
MortgageKeeper is a fantastic asset. Having one central information system is so much more efficient than our traditional hard copy files.
Employing eKeeper Group has been profoundly one of our best decisions as a company we have made…
The package is easy to use has shaved hours off the normal time it took to package a case and update the client. I am more than happy to recommend the system
Commonly used reports can be saved within the system for future use. These can also be made available to all users on the system, or restricted should you wish to implement internal data security rules.
With sensitive data being captured, the ability to pull reports for printing is not something you may choose for every user. By using the permission controls, this ability can be restricted or removed.