Loan Portfolio Reporting

Discover Mosaic.
Loan Intelligence, Reporting, and Analytics

Loan Portfolio Reporting

Features

Portfolio Analytics

A deep understanding of your portfolio - Maintain all your loan, member and product data for easy access. Trending, Pay-downs, Migrations, Valuations, Concentration, DQ, Satisfy Regulatory Requirements.

Production Monitoring

See how originations shape your portfolio. Identify the impact to risk and profitability. Member retention, Products by Branch, Loan Officer, Performance feedback.

Performance Analysis

Keep your finger on the pulse. Identify factors that help prevent future originations of under-performing loans. Identify YOUR key performance factors, Understand Delinquencies, Prepay Speeds and Portfolio Burn-off.

Increase Profitability

See how risk impacts yield and other ways to monitor profitability. Breakdown at loan, member, branch level, Adjust production strategies,Guidelines, Fair Value Pricing

Manage Risk

Predict what can go wrong - Live Modeling with loan level regression analytics unique to each credit union. CECL forward-looking risk and reserves, Risk adjusted pricing, Credit and Interest Rate Risk.

Data Warehouse & Reporting

Be CECL ready with data warehousing and take advantage of Mosaic's reporting for operations and board reporting.

Reporting and Analytics

Mosaic is a loan portfolio software platform with predictive risk modeling and due diligence tools which enable our clients to monitor risk, make proactive decisions and focus on growth and profitability.

P360 provides actionable information and in-depth knowledge to facilitate your portfolio strategy. Execute your portfolio strategy with vision and intelligence. 

Loan Reporting and Analytics

Feature List

Reporting & Analytics

  •  
  •  
  •  
  •  
  •  
  •  

Reporting, Analytics, & Risk

  •  
  •  
  •  
  •  
  •  
  •