Look to Book - Initial/Filter Screen

Screen ID: 

Screen Title: 

Panel Number:

images\kb_closed_shg.gif

ILOOKB-01

Look-to-Book Ratio Analysis

6048


Click here to magnify

 

Access this screen by selecting Tool #484: Look to Book Ratio Analysis.  

Introduction to the Dashboard

The Look to Book Analysis dashboard combines the power of two dashboards to give you a deep dive into this application data across configurable credit score tiers. The entry screen provides the all the filters and data range power of the Work/View Application Status dashboard and the summarizing main screen uses the count and amount summarizing power.

This analysis lets you see the average # of days to decision for your booked/denied loan applications, as well as average # of days in the queue for pending loan apps, to determine a ratio of “look” (loan apps processed) to “book” (loans created).  

Want to analyze your loan application data and the credit scores of your applicants?  Use this dashboard to answer these questions and more!

Using this Dashboard 

On the entry screen select your date range and filters.  The “Select” fields will filter the list so that only items that match the criteria will be displayed. Click the Select button to move to a screen to see a list of your credit union's configured codes. Then select the code (or use the Ctrl key to select multiple codes) and Select to return to the Dashboard. The number of Codes selected will appear next to the button. These filters mimic those on the Work/View Application Status dashboard.

 

 

Once your filters are selected, use Enter to move to the summary dashboard screen.

 

Filters

Field Name

Description

Loan app range

This will include applications with a Date that is between the “from” and “to” dates.  The “from” date defaults to 30 days before the current date, while the “to” date defaults to the current date.  The field being compared is APPLDT in file LNAPL3.

Branch

Only applications that have a Branch that match one of the selected codes will be included.  The field being compared is BRANCH in file LNAPL3. 

Underwriter status

Only applications that have an Underwriter Status that match one of the selected codes will be included.  The field being compared is LNCODE in file LNAPL3.  

Underwriter ID

Only applications that have an Underwriter ID that match one of the selected codes will be included.  The field being compared is LNEMPI in file LNAPL3. 

Dealer

Only applications that have a Dealer that match one of the selected codes will be included.  The field being compared is DEALR# in file LNAPL3.

Loan category

Only applications that have a Loan Category that match one of the selected codes will be included.  The field being compared is LNCATG in file LNAPL3.  

  • NOTE: Loan Category and Business Unit cannot both be selected.

Product code

Only applications that have a Product Code that match one of the selected codes will be included.  The field being compared is PRCODE in file LNAPL3. 

Interviewer branch

Only applications that have an Interviewer Branch that match one of the selected codes will be included.  The field being compared is SMBVLT in file SECMAST (based on PRCSSR in LNAPL3). 

Interviewer ID

Only applications that have an Interviewer ID that match one of the selected codes will be included.  The field being compared is PRCSSR in LNAPL3.

Delivery channel

Only applications that have a Delivery Channel that match one of the selected codes will be included.  The field being compared is LNDELC in file LNAPL3. 

Business unit

Only applications that have a Business Unit that match one of the selected codes will be included.  The field being compared is an LBU record in file SYSCTL (based on LNCATG in LNAPL3).  

  • NOTE: Loan Category and Business Unit cannot both be selected.   

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#ILOOKB-01.htm