Income Report By Loan Officer And Branch

ByTrevor Ssekalaala

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.

  1. 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.
  2. 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.

Similar Posts

Enhanced Auto-Debit Functionality 

ByTrevor Ssekalaala

Previously, the system used a single job (in SuperAdmin set up), Jobs.AutoDebitJob , to handle auto-debit transactions, including loan repayments, savings recurrence, and member charges. This feature required enabling auto-debit for each client and linking a specific savings account, which would then be automatically debited for these transactions based on a predefined schedule. To improve…

Enhanced Flexibility in Loan Application for Interest Rate, Calculation Method, and Tenure Period

ByTrevor Ssekalaala

This feature allows customisation of loan applications. Admins are now able to edit/override the interest rate, Interest calculation method and Tenure period set in the Credit Product Policy (CPP) It applies to new loan applications only. The following are steps of the new implementation.

New Comprehensive Income Report by Loan Officer and Branch

ByTrevor Ssekalaala

The changes are visible in the reports. The sample of this can be accessed by clicking Loan under Reports from the side menu when you login. Choose Loan Officer Income report to view as the screenshot below. Feature Summary:In this feature, we introduce comprehensive income reports that provide detailed insights into income generated by each…

Bulk Transaction Posting Feature.

ByTrevor Ssekalaala

This release introduces a bulk transaction posting feature designed to enhance efficiency by allowing users to process multiple deposits or repayments from a single ledger. Users can perform Bulk Deposits for Savings/Share Accounts and Bulk Repayments for Loan Accounts via a new streamlined workflow accessible from the Transaction Type menu. The updated Teller Page includes…