Do you use Visible Equity to provide loan portfolio reports to senior management or your Board? If so I would like to inquire if anyone would be willing to share in what manor you create your reports:
- Do you use the Report Packet in the Loan Analytics module?
- Loans Beta to create custom reports, and if so do you export the reports to excel or a PDF format?
- A mix of both
We currently use a mix, including exporting data to excel to create our own reports.