Branch Managers will have access to their own branch portal in Loan Vision. Loan Vision is an efficient, feature rich mortgage accounting program; a completely new generation mortgage accounting software. Loan Vision leverages technology to reduce manual workloads, provide high-level functionality, and helps you run and control your business more effectively.
This report (shown above) shows month over month profitability and allows you to drill down to different levels of the P&L depending on the detail you want to see:
Additional detail to do a deep dive into the Month to Month P&L
Allows you for forecast based on current Encompass pipeline and expected pull-through rates.
Lists closed loan pipeline as well as active pipeline in order to forecast monthly branch revenue.