With powerful reporting capabilities at your fingertips, you can manage your employees and lending operations with unprecedented control and efficiency.
Vergent LMS offers the strongest loan remittance reporting software platform on the market, giving lenders the ability to generate accurate and detailed reports that give them the clearest picture of their operations. With real-time data access concerning practically every aspect of their businesses, lenders gain the insights they need to make the most informed decisions for sustained success.
The user-friendly and fully customizable reports dashboard makes regular scheduling and delivery of reports easy. With a suite of 400+ ad hoc reports and a custom Report Builder to create more, you have complete access to the data you need.
Tracking loans requires fast and accurate data. Vergent LMS’s real-time loan reporting puts your financial institution’s entire portfolio at your fingertips. Vergent’s manager reports provide the customer and employee insights needed to safeguard profits, monitor staff, and track customer and loan activities crucial to business success.
Core Management Reports
Vergent’s manager reports provide the customer and employee insights needed to safeguard profits, monitor staff, and track customer and loan activities crucial to business success. Our loan software gives you the power to enhance your operational efficiencies and achieve reliable compliance with your applicable regulations.
With more than 400 customizable reports to track financials, transactions and compliance, you can get as detailed as you need to be. Our platform also comes equipped with real-time portfolio tracking as well as comprehensive auditing and compliance tools to ensure adherence to all relevant industry regulations. Everything is controlled by a single, user-friendly dashboard that features a simple interface for scheduling and retrieving reports.
Opening Reports
- Store Business Date
- Cashier Time Clock
- Cash Order Form
End-of-Day Reports
- Common Daily Activity Report
- Daily Balance Report
- New Drawer System/Vault Report
- Daily Activity Report
- Prior Daily Report
- Over Short Report
ACH Reports
- ACH Schedule Report
- ACH Settlement Report
Credit Card Payments
- Card Payment Process Report
- Credit/Debit Card Payments Report
Cash Advances
- Advance Report
- Daily Activity Report
- Bank Listing
- Prior Daily
Title Loans
- Title Loan Report
- Daily Activity Report
- Prior Daily Report
Installment Loans
- Installment Loan Report
- Daily Activity Report
Check Cashing
- Cashed Check Report
- Daily Activity Report
- Prior Daily Report
Financial & Auditing
- Manual Audit Report
- Consolidated Store Detail Report
- Store Detail Report (adhoc)
Transaction Auditing
- Sequential Contract List Report
- Sequential Transaction List Report
Employee Auditing
- User Rights – Employee Report
- Productivity – Employee Productivity Report
- Change Logs – Employee General Information Screen
- Activity Reports – Audit Log
- Time Clock – Cashier Time Clock
- Cash Handling – Bank Deposit/Withdrawal, Over/Short
- Deviated Fee Report
- Voids-Rebates-Refunds-Coupon Usage
- Red Flag Report
Customer Account Maintenance
- Incomplete Customer Report
- Expired Identification Report
Business Management
- Aging Report
- Analysis of Business Activity
- Default & Collections Report
- Forecast Report
- Store Report (store setup values)
Collections
- Appointments Report
- Pay Frequency Report
- References Report
- Contact Record Report
- Bank Listing Report
- Advances Due Report
- Weekly Due to Pay Report
- AdHoc Reports – Loan Type Report
Marketing Reports
- Customer Information Report (transaction history)
- Customer Email Listing
- Customer Phone Numbers
- Customer Report (bdays, last loan, last update, etc.)
- Marketing (How Did You Hear About Us?)
- References
- Payout Report
- Inactive Customers
- Cash Referral Partner Report
- Customer Report – Display Referral ID and Print Mailing Labels
- Communication
Vergent’s 10 Most Popular Financial Reports
Reports for your Accounting Team
- Manual Audit
- Store Transaction Summary
- Cash and Receivables Balance
- Bank Deposit and Withdraw
- Payment Method Activity
- Check Disbursement Journal
- Outstanding Prepayments
- Potential Refund
- Returned Checks vs. Collections (Summary and Expanded)
- Transaction Detail (Petty Cash and Sales)
Compliance and Security in Loan Reporting
As financial professionals ourselves, we understand how crucial it is to maintain tight controls over the information lenders are privy to on a daily basis. Protecting your own assets as well as the personal information of your borrowers is essential for regulatory compliance as well as avoiding the severe consequences of a data breach.
Fortunately, Vergent LMS has been designed to incorporate a wide range of security and compliance measures to provide you and your customers with peace of mind. These include built-in tools for meeting federal and state lending regulations, along with comprehensive data encryption and access controls. The automated tracking and reporting functions incorporated into our platform ensure the most accurate submissions to regulators and full transparency.
A Comprehensive Lending Report Designed by Industry Leaders
When you choose our complete end-to-end loan servicing software, you can be confident that it will help you meet all your specific challenges. That’s because we’re more than just developers — we’re seasoned loan professionals who have been in your shoes. We understand all the unique pain points lenders experience, and we’ve designed our platform from the ground up to shatter through legacy systems and provide the seamless functionality you need.
Our loan reporting module helps you overcome all the most pervasive obstacles in your way so you can better serve customers. For example, you can generate comprehensive reports that include all the information needed to better ensure full compliance with any relevant regulations.
It also provides you and your team with a centralized repository for all data and documentation to streamline the decision-making process and improve communication between your departments. Using our platform gives you the power to customize your workflows in the manner that’s most appropriate and most helpful for your business, making it the perfect solution for every stage of the loan lifecycle.
Start Working With Vergent Today
As the leading provider of loan management solutions in the industry, you can count on Vergent LMS to provide you with all the tools you need. We’re not just software engineers — we’re also lending professionals who understand your specific needs and pain points. That’s why we’ve designed our loan origination and management platform to address all your concerns and provide you with all the tools you need for success.
To learn more about our loan remittance reporting software or schedule a demo, reach out and speak with a member of our team today.
Advance Your Potential with a Software Designed for You
Intelligent Lending. Simplified.