Every Insight Your
Lending Business Needs
Custom dashboards, automated report delivery, portfolio analytics, team leaderboards, and investor reporting — all built into the platform. No BI tools, no data exports, no manual spreadsheets.
Reporting Built for Private Lenders
From executive dashboards to investor statements, every report your lending operation needs is built in — no third-party BI tools required.
Custom Dashboard Builder
Build role-specific dashboards with drag-and-drop widgets. Every user sees the metrics that matter to their role — from loan officers tracking pipeline to executives monitoring portfolio health.
- Drag-and-drop widget layout with save & share
- Role-specific default dashboards (LO, Underwriter, Servicer, Exec)
- KPI cards, charts, tables, and funnel widgets
- Date range selectors and drill-down capability
- Real-time data refresh with configurable intervals
- Dashboard cloning and template library
Portfolio Analytics
Deep portfolio-level reporting across every dimension — loan type, geography, LTV band, rate tier, and delinquency status. Understand your book at a glance and drill into any segment instantly.
- Portfolio composition by loan type, geography, and LTV
- Weighted average rate and term analysis
- Delinquency aging buckets (30/60/90/120+ days)
- Maturity concentration risk heatmap
- Fund-level vs. portfolio-level views
- Historical portfolio trend charts
Origination & Pipeline Reports
Track your origination funnel from lead to funding. Measure conversion rates at every stage, identify bottlenecks, and benchmark team performance against targets.
- Pipeline funnel by stage with conversion rates
- Deal velocity (avg. days per stage)
- Loan officer performance leaderboard
- Source attribution (broker, direct, referral)
- Monthly origination volume vs. target
- Declined application reason analysis
Scheduled Report Delivery
Automate report delivery to any stakeholder on any schedule. Investors receive monthly statements, executives get weekly portfolio summaries, and compliance teams receive daily exception reports — all automatically.
- Schedule reports daily, weekly, monthly, or custom
- Deliver via email to any recipient list
- PDF, Excel, and CSV export formats
- Conditional delivery (only send if threshold met)
- Report delivery audit log
- One-click unsubscribe for recipients
Team Performance & Leaderboards
Motivate your team with real-time performance leaderboards. Track loan officer rankings, underwriter throughput, processor cycle times, and servicer resolution rates — all in one view.
- Loan officer origination leaderboard
- Underwriter decision throughput metrics
- Processor document collection cycle time
- Servicer delinquency resolution rates
- Goal vs. actual tracking per team member
- Period-over-period performance comparison
Ad-Hoc Report Builder
Build any report without developer involvement. Select fields, apply filters, choose visualisation type, and save as a reusable report template — all from a point-and-click interface.
- Field selector across all data entities
- Multi-condition filter builder
- Group by, sort, and aggregate options
- Chart type selector (bar, line, pie, table)
- Save as personal or shared report template
- Export to PDF, Excel, or CSV on demand
Alerts & Exception Reporting
Proactive alerts for portfolio exceptions — maturing loans, delinquency thresholds, LTV breaches, and covenant violations. Never miss a critical event in your portfolio.
- Configurable alert thresholds per metric
- Maturity concentration alerts (30/60/90-day)
- Delinquency spike detection
- LTV breach and covenant violation alerts
- Daily exception digest email
- Alert history and acknowledgement log
Investor & Fund Reporting
Automated investor reporting that satisfies LP expectations without manual effort. Capital account statements, performance summaries, and T5/T3 tax documents generated on schedule.
- Investor capital account statements (monthly/quarterly)
- Fund performance summary reports
- T5/T3 tax document generation (Canada)
- K-1 equivalent reporting (US)
- Investor portal report delivery
- Custom report branding per fund
Reports for Every Stakeholder
Different roles need different data. LendAutomate delivers the right reports to the right people automatically.
Executive Leadership
Board-ready portfolio dashboards with P&L summaries, delinquency trends, and origination velocity — delivered to your inbox every Monday morning.
Compliance & Risk
Daily exception reports, HMDA data extracts, and concentration risk heatmaps that keep your compliance team ahead of regulatory requirements.
Fund Managers
Automated investor statements, waterfall performance reports, and capital account summaries that satisfy LP reporting obligations without manual effort.
Sales & Origination
Pipeline funnel analytics, loan officer leaderboards, and source attribution reports that help your team close more deals faster.
No Tableau. No Power BI. No Data Exports.
Most lending platforms give you raw data and tell you to figure out reporting yourself. LendAutomate ships with 50+ pre-built report templates, a no-code report builder, and automated delivery — because your team should be closing loans, not building spreadsheets.
Export in Any Format
Every report is exportable to the format your stakeholders prefer.
Branded, print-ready reports for investors and board presentations
Full data exports with formulas and pivot-table-ready structure
Raw data exports for compliance submissions and external analysis
Frequently Asked Questions
Everything you need to know about the Reporting & Analytics module.
Stop Building Reports. Start Making Decisions.
See how LendAutomate's built-in reporting eliminates manual spreadsheets and delivers every insight your lending operation needs — automatically.