Income Report By Loan Officer And Branch
This new report offers a segmented view of revenue contributions, empowering branch managers and the executive team to make data-driven performance evaluations and strategic decisions. The income report provides detailed insights into income generated by each loan officer and branch.
- Income Breakdown by Branch and Loan Officer
- The report includes the total income generated by each branch, with further segmentation by loan officer within each branch.
- Income sources include interest payments, processing fees, service charges, insurance markups, and any additional loan-related fees.
- Detailed and Summary Sections
- Summary View: Shows total income per branch and per loan officer, with an overall total income for quick insights.
- Detailed View: Provides loan-level income details under each loan officer, including individual income components (e.g., interest, fees), enabling granular analysis.