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Course: Reports
Description:
This course introduces participants to the reports available in both the Lender and the Client Dashboard.
Prerequisites:
- Manual submission training
- Electronic submission training
Duration:
1 hour
Learning Outcomes:
1. Upon completion of the module, participants will be able to:
2. Describe the different types of reports available in the Covarity Dashboard
3. Access the Reports menu
4. Locate specific information using the reports
Topics Covered:
Reports in the Covarity Dashboard
- Overview
- Reports in the Lender Dashboard
- Reports in the Client Dashboard
Reports in the Lender Dashboard
- Navigating the Reports menu
- Borrower Reports
- Portfolio Reports
- Management Reports
- Audit Reports
Reports in the Client Dashboard
- Navigating the Reports menu
- Balance Sheet Summary Report
- Income Statement Summary Report
- Trending Summary Report
- Available Credit Summary
- Ineligibles Reports
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