Webinar Reports

Loan Portfolio

• Context created during the "Askplus and Visimage3 New Features" 10/20/2022 webinar

Sample Report Output

DATE: 10/26/2022						          TIME: 2:12 PM
                       Loan Portfolio for Vital Soft Employees CU						
                              All loans as of 09-30-2022						
						
Loan Type	Nbr of Loans	Tot Balance	Weighted APR	Delq Cnt	Delq Bal	
						
Vehicle	                  72	 283,053.38 	     5.1939%	      46      179,589.69 	
Real Estate	          12   1,096,931.33 	     7.8403%	       6      540,483.83 	
LOC	                   3	  92,660.88 	     7.5857%	       0            0.00 	
HELOC	                   7	 224,650.49 	     7.5098%	       3       32,433.87 	
VISA	                  65	  77,888.78 	    10.0900%	      40       34,278.47 	
Other	                   7	  51,948.89 	    12.8152%	       3       19,606.30 	
	                 166   1,827,133.75 		              98      806,392.16 	

• This context requires an SD Indexed file called "LOANTYPES". The LOANTYPES file was created from an Excel spreadsheet using the Data Import option in Visimage3. An example Excel spreadsheet can be downloaded using the Loan Categories link below.

Download Loan Portfolio
Created: 2022/10/20