Credit Union – Branch Loan Production

What is a Loan Production Trend Report? Loan Production Trend Reports are considered operational analysis tools and are used by executives and loan managers to monitor monthly trends and anomalies in branch-level and consolidated loan metrics. Some of the main functionality in this type of report is that it displays all the months of the year across the columns and loan metrics with totals down the rows. Key figures for each loan category are: Interest Rate, FTP Expense, Net Interest Margin, Loan Fees and Origination Fees. Examples of loan types in this report are: Commercial/Construction Loans, Mortgages, Consumer Loans, and Total for All Loans (not visible in the screenshot below). You find an example of this type of report below.

Purpose of Loan Production Trend Reports Credit Unions use Loan Production Trend Reports to give managers a clear picture of monthly trends and anomalies in the loan portfolio of each branch. When used as part of good business practices in Loan- and Finance departments, a company can improve its product offerings and profitability, and it can reduce the chances that decision-makes lack key monthly trend insights when they create or modify loan products and terms.

Who Uses This Type of Report? The typical users of this type of report are: Executives, branch managers, loan managers, finance leaders, risk managers, analysts. Other Reports Often Used in Conjunction with Loan Production Trend Reports Progressive Loan- and Finance departments sometimes use several different Loan Production Trend Reports, along with detailed loan reports, loan portfolio dashboards, KPI dashboards, branch benchmarking reports, annual budgets, profit & loss trend reports, balance sheets and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for credit union finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Credit Union – Branch Loan Production in Solver? The Credit Union – Branch Loan Production is a pre-built xFP&A report template in Solver designed for credit union organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for credit union finance workflows.

Who uses this Solver report template? Cfos, finance managers, and credit union executives in credit union organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Core banking and loan origination systems are also supported as data sources. Once connected, the template updates in near real-time with no manual data entry required.

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