Invoiced Loans Report

The Invoiced Loans Report provides a list of all invoiced loans in the chosen date range and key information about them.

Minimum Compensation Access Level Required: Executive

Accessing the Report

To access this report:

1. From the nCino Incentive Compensation menu, click “Report ▼“
2. Click “All“
3. Click “System Admin“
4. Click the “Invoiced Loans Report

Reading the Report

This report includes the following columns:

• Invoice Date: Last day of the billable month
• Reg #: Region the loan resides in
• Br #: Branch the loan resides in
• Loan #:Loan number
• Channel: Loan channel
• Status: Loan’s current status
• Effective Date: Date the loan was completed
• Posted As Of: Date the loan was completed
• Invoice Recorded: Date the loan was marked as billable
• Notes: Information about the billable status
  • Prior to Company Invoice Date: Loan completed prior to company’s first invoice date
  • Invoiced; Credited in Subsequent Month: Loan was invoiced, then corrected. As a result of correction, company was credited in the following month.
  • Loan Posted Late; Invoiced in Subsequent Month: Loans marked compensation payable after the cutoff date for billing
    
  • OK: Loan was marked compensation payable in the billing month
  • Fallout: Loan fell out of completed status after being included in prior invoice. Loan will not be billed again

Exporting the Report

To export this page, click the export icon at the top right.

This export includes the same columns available in the online version. However, the date columns include times as well as dates.

See also: