Customer reports in OC Loans App

The main reports/documents = offer, contract and payment calendar are available in Calculation and Contract status as well. All of them can be modified and designed with your logo, company details etc.

Reports in Calculation status

In Calculation status you find reports in Financing Card, in section Reports.

Open

Within Calculation you can send to customer:

• Offer

• Contract

• Payments Calendar

Note:

Clicking on button Create Attachments you find concretely report in the table Attachments. In OneCore Setup set reports you want to save in the attachment table.

Reports in Active Contract status

In Active Contract status you find:

• Offer

• Contract

• Payments Calendar

• Payments Calendar Changes Overview - available for Interest Model. It's the place where you can see interventions with the basis of the contract.

• Principal and Financing Rate Changes - available for Annuit Model. It's the place where you can see interventions with the basis of the contract.

Open

• Loan Statement - available only for interest calculation model - an overall overview for the customer, what is valid and what influenced his payments.

• Early Termination Request - within the process of early termination of the contract you will find report named Early Termination Request.

Reports in Closing Contract status

In addition to Offer, Contract and Payments Calendar you can also see in Closing Contract status:

• Early Termination Calculation - available in case when customer requests for early termination of the contract and wants to see the rest of outstanding payments which must pay.

Offer

The Offer could be sent or print by menu Reports - Offer.

Payment Calendar

The Payment Calendar could be sent or print by menu Reports - Payment Calendar.

Contract

The Contract could be sent or print by menu Reports - Contract.

Follow up:

How to create new customer

How to work with contract changes

Financing overview reports