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Customizing Dashboard Reports
Loan Quality Connect's Dashboard feature includes the ability to customize reports and export report data to an Excel spreadsheet.
Note: Click here to view more dashboard information.
Responsible Party Reports
Follow these steps to create a custom lender dashboard report:
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After logging in to Loan Quality Connect, click Dashboards and select Responsible Party Daily Pipeline or Responsible Party Review Results.
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From the drop-down menus, select the name of your organization (Seller), the Review Type, and the Report Type.
Review Types Report Types DPPR: Discretionary Post Purchase Review - selections made by a risk-based model that allows for specialized analysis and early loss anticipation/mitigation.
RPPR: Random Post-Purchase Review - selections based on random sampling models.
PFR: Post Foreclosure Review - selections made after a non-performing loan has been liquidated.
EPD: Early Payment Default Review - selections based on delinquency.
LOS: Loss Mitigation Review - selections based on loss mitigation activities.
RV: Recourse Violations - loans that are subject to recourse provisions.
MBS: Mortgage-Backed Securities Review - loans targeted for MBS review.
All Loans: includes all reports excluding All Lender Self Report, Self Report and Voluntary Repurchase report types.
All Lenders Self Report: only includes All Lender Self Report(s).
Self Report: only includes Self Report(s).
Voluntary Repurchase: only includes Voluntary Repurchase reports.
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You can refine your custom report by using the date picker to select a range of dates that includes loan selection and/or loan acquisition dates.
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Click Run. The data you requested populates the widgets.
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Hover over one of the Total Count numbers to export the data to an Excel spreadsheet.
Seller Dashboard Report
Follow these steps to create a custom seller dashboard report:
- After logging in to Loan Quality Connect, click Dashboards and select Seller File Review Results.
- From the drop-down menus, select the name of your organization (Seller), the Responsible Party, the Report Type, and the Loan Relief.
Review Types | Report Types |
DPPR: Discretionary Post Purchase Review - selections made by a risk-based model that allows for specialized analysis and early loss anticipation/mitigation. RPPR: Random Post-Purchase Review - selections based on random sampling models. PFR: Post Foreclosure Review - selections made after a non-performing loan has been liquidated. EPD: Early Payment Default Review - selections based on delinquency. LOS: Loss Mitigation Review - selections based on loss mitigation activities. RV: Recourse Violations - loans that are subject to recourse provisions. MBS: Mortgage-Backed Securities Review - loans targeted for MBS review. |
Full File Review: eligible for QC Relief. Component Review: not eligible for QC Relief. Self Reports: include or exclude loan files that were self-reported by the lender. |
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Select whether to include or exclude Self Reports.
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You can refine your custom status report by using the date picker to select a range of dates that includes loan acquisition, loan selection, review completion, and resolution request dates or use the Paste Loan List option to run a query on specific loans.
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Click Run. The data you requested populates the widgets.
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Hover over one of the Total Count numbers to export the data to an Excel spreadsheet.