NAN Automated Report Menu

Robust reporting at your fingertips.  Managers have access to the reports listed below.  These are optional and can be added / removed to manager profiles at any given time. All reports are sent via email in excel format. If there is a desired report not on the list please contact Cari Burris to make a request.

Daily Activity Report - 8am Daily

Report comprised of ALL open files for any and all branches under management profile. Details include Loan #, NAN File #, Loan Officer, Borrower, Property Address, Current Status, Date Scheduled, Due Date and last status update.

YTD Activity Report - Once per month

Report comprised of ALL files for any and all branches under management profile. Details include NAN File #, Loan Officer, Borrower, Property Address, Status, Date Ordered, Date Completed, Client Fee and Balance.

Mid-Day Progress Report - 2pm Daily

Report comprised of ALL open files pending upload for the current day for any and all branches under management profile. Details include Loan #, NAN File #, Loan Officer, Borrower, Property Address, Current Status, Scheduled Date, and Due Date.

Orders Completed Report - 5pm Daily

Report comprised of ALL open files pending upload for the current day for any and all branches under management profile. Details include Loan #, NAN File #, Loan Officer, Borrower, Property Address, Current Status, Scheduled Date, and Due Date.

Orders Paid Report - Friday am

Report comprised of ALL files due in for that day which have not yet been completed. Details included are Loan #, Branch ID, NAN File #, Loan Officer, Borrower, Property Address, Current Status, Inspection Scheduled Date, Report Due Date Date.

Automated Client Invoicing - 8am of selected day

Report showing all files with outstanding balances and require payment within agreed upon client payment terms. Reports can be set to be sent weekly, bi-weekly or monthly on a chosen day of the week. Credit application must be filled out for billing options to be put in place.

Order by week - Friday pm

Report showing all orders placed for the current week. Details include file number, loan number, the client due date, borrower name and address, report type order, the current status, payment method, appraisal fee and what the balance is. This report is sent out every Friday at 5:01pm EST.

Client Turn Time Report - Requested frequency

This report is a detailed overview of your company turn times on a monthly basis. Report consists of multiple tabs showing turn times by branch, State, appraiser, purchase vs refi volume, volume by appraiser and a summary comparing to prior months. This is a high level report and is customizable upon request. Monthly conference calls are suggested in order to accurately review data with NAN management.

I'D LIKE A SAMPLE REPORT!