Summary per LO of Loans Report

The Summary per LO of Loans report provides a view of the production of specific LOs within a given time period. This can be useful to track an LO's performance.

 

Minimum Compensation Access Level Required: Own Production

Accessing the Report

  1. From the nCino Incentive Compensation menu, click "Report ▼".
  2. click "All".
  3. Click the "Production" header.
  4. Click the "Summary per LO of Loans" report.

Reading the Report

This report includes the following filter 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?.

 

 

  • Br #: LO's branch number. Click to view branch details.
  • Employee: Employee's name. Click to view employee details.
  • # Completed: Number of loans completed in the date range.
  • Total LA: Total loan amount completed in the date range.
  • Gross Commission: Gross commission earned by the LO.
  • Adjustments: Amount earned from adjustments.
  • Net Commission: Net commission earned by the LO.

Exporting the Report

To export this page, click the export icon.

The exported report includes all columns in the online version and the following:

  • Employee #: LO's employee number.

 

See Also: