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LOAN DASHBOARD REPORT IDEA REVOLVING FUND YEAR TO DATE FISCAL YEARTODATE LOAN PORTFOLIO ACTIVITY (07/01/2016 06/30/2017)07/01/2016 START DATE×384,036,670 STARTING BALANCE×149,325,106LOAN ACTIVITY

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How to fill out loan dashboard report

01

Gather all the necessary information and data related to the loans.

02

Open the loan dashboard report template.

03

Start by entering the specific details of each loan, such as the loan amount, interest rate, and repayment terms.

04

Fill out the borrower's information, including their name, contact details, and loan purpose.

05

Include any additional information or notes regarding the loan, such as collateral or guarantor details.

06

Calculate and enter the monthly installment amounts based on the loan parameters.

07

Review and verify all the entered information for accuracy.

08

Save the completed loan dashboard report for future reference or sharing with relevant parties.

Who needs loan dashboard report?

01

Lenders or financial institutions who want to have a comprehensive overview of their loan portfolio.

02

Loan officers or managers who need to track the performance and status of individual loans.

03

Financial analysts or consultants who analyze loan data and provide insights to improve lending strategies.

04

Regulatory authorities or auditors who require loan-related reports for compliance and risk assessment purposes.

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What is loan dashboard report?

The loan dashboard report is a summary report that provides a snapshot of the current status of loans in a specific portfolio.

Who is required to file loan dashboard report?

Financial institutions and lenders are required to file the loan dashboard report.

How to fill out loan dashboard report?

To fill out the loan dashboard report, detailed information about each loan in the portfolio needs to be compiled and submitted to the appropriate regulatory authority.

What is the purpose of loan dashboard report?

The purpose of the loan dashboard report is to give stakeholders a clear overview of the loan portfolio's performance and potential risks.

What information must be reported on loan dashboard report?

Information such as loan amounts, interest rates, maturity dates, and default rates must be reported on the loan dashboard report.

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