Payroll Summary by Loan Report

The Payroll Summary by Loan report details pay on a per-loan basis, including pay to key figures on the loan such as the Loan Originator and Processor.

 

Minimum Compensation Access Level Required: Sub-Branch

 

 

Accessing the Report

To access this report,

  1. From the nCino Incentive Compensation menu, click "Report ▼".

  2. Click "All".

  3. Click "Payroll".

  4. Click the "Payroll Summary By Loan" report.

Reading the Report

This report includes the following filters / display options:

  • Region, Branch, and Employee Filtering Tool: Used to filter the information on the report. For information on using this tool, refer to How do I filter reports?.

  • Date Selector: Used to select the date range for the report. For more information on using this tool, refer to How do I use the date selectors?.

 

 

This report includes the following columns:

  • Loan #: Loan number. Click to view its loan details page.

  • Borr: Borrower's last name.

  • Completed: Date the loan became compensation payable. For more information on Completed date, refer to What is the CompenSafe Completed Date?.

  • LO: Loan Originator on the loan. Click to view employee details.

  • PR: Processor on the loan. Click to view employee details.

  • BM: Branch Manager for the branch the loan is in. Click to view employee details.

  • LA: Loan amount.

  • LO Pay: Amount paid to LO for the loan.

  • PR Pay: Amount paid to Processor for the loan.

  • BM Pay: Amount paid to the Branch Manager for the loan.

  • Other Pay: Amount paid to others for the loan.

  • Total Pay: Total compensation paid for the loan.

Exporting the Report

To export this page, click the export icon.

This export includes the following column(s) not present in the online version:

  • Emp #: Loan Originator's employee number.

 

See Also: