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Marketplace: View all Marketplace reports, forms, and templates.

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FUNCTIONALITY
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Reports

Credit Union – Individual Account Profitability

It enables the user to select the member account and the period to see the profitability by product transaction and in total for the account.
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Dashboard

Credit Union – Loan Dashboard

Tracks loan portfolio composition, outstanding balances, delinquency rates, and new loan production. Helps credit union lending teams monitor portfolio health and growth.
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Reports

Credit Union – Loan Performance Dashboard

It provides analysis from eight different perspectives including:. Monthly trend in total loan applications and loans approved versus declined,. Loans approved by product,.
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Reports

Credit Union – Loan Profitability Report

It dynamically lists the months of the year across the columns and loan metrics down the rows with a Gross Profit Total at the bottom.
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Reports

Credit Union – Loan/GL Reconciliation

It for any given GL account chosen by the user will list and match with the related loan transactions.
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Reports

Credit Union – Member Profitability

It enables the user to select the member and the period to see the profitability by product and in total.
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