Screen ID:
Screen Title:
Panel Number:
File Name:
Snapshot:
ICOLD-01
Collections Summary
3454
COLLSM
EOD or BOD depending on Collections Processing
Screen ID: Screen Title: Panel Number: File Name: Snapshot:
|
ICOLD-01 Collections Summary 3454 COLLSM EOD or BOD depending on Collections Processing |
Access this screen by selecting MNCOLL #4-Collections Dashboard or MNMGMD #6-Collections Dashboard/Summary and MNAUDT #11-Review Collections Summary Stats and MNRKS1 #2-Collections Dashboard/Summary.
Create full-color PDFs of the data and charts on the screen – PDF Exports
Learn about downloading data to Excel or a comma-delimited file
Dashboard Tips – Questions to Ask When Comparing a Dashboard with Another Dashboard or Report
This screen shows you a complete collections dashboard, displaying your
delinquency pipeline. View loans that are one day, one week or one month
delinquent with additional columns showing loans that have been delinquent
for a longer time, with breakdowns according to the NCUA time-frame. This
screen is a one-stop-shop, no printing of reports or creation of special
Queries needed. Simply select a date range and the data is available for
you. Refer to the last two columns to view data on all your delinquent
accounts (Total All) or the reportable items (Total Reportable). Click
to view full-color graphs
of the data.
Use this tool to manage your delinquent loans and lessen their numbers. Work with this screen to monitor how your portfolio is at certain times of the month to see if progress has been made to pay down your delinquent loan portfolio. By sorting by Collector, view the progress of your collections staff.
You can also filter to show all loans, or only the credit union-owned or only the investor-owned portions.
The strength of this screen lies in the fact that you can not only view the delinquent figures, but that you can also sort the data by several sort options. Sort by category to view the performance of your different loan categories, for example, to monitor your credit card or real estate portfolio. Sort by Collector to evaluate the performance of your collector or group of collection officers. Sort by dealer to manage your outside dealers and determine if additional management is needed. Whatever you sort by, the filter will be listed in the upper right hand corner of the screen.
View the data broken down by Delinquent loans, Negative Balance accounts, Overline accounts, and Written off loans. The screen defaults to show the figures for Yesterday, Last Week and Last Month. Use the columns on the dashboard to view loans that have been delinquent longer than a month, broken down by the NCUA periods.
The Yesterday, Last week and Last Month data comes from BOD or EOD processing, depending on when Collections processing is run at your credit union. Yesterday will default to show data from the last time collections processing has been run. Last week defaults to shows data from the previous Saturday, and if Saturday data is not available, from the previous day prior to that Saturday that the process was run. Last month shows either BOD or EOD data from the last calendar date of the previous month.
Data for this screen is available for a rolling 12 months beginning December 1, 2008.
Command Key |
Description |
F2-Clear Filter |
Use this function key to clear any filters you may have set. |
F7-Cancel |
Return to the main menu. |
Select from a list of configured loan categories to filter for only data related to that specific category. |
|
Select from a list of configured Collector IDs to filter for only loans assigned to that specific Collector ID. |
|
Select from a list of configured Dealer IDs to filter for only loans assigned to that specific Dealer. |
|
F13-Memo Summary |
Use this option to review the performance of your portfolio. |
Link to ID: http://www.cuanswers.com/doc/gold/gold.htm#3454g.htm
