Mortgage Bankers:
Report Library

CompassPoint‘s™ Crystal Report Library contains over 60 reports most of which are grouped and organized consistent with defined positions and grouping.  Report categories include:

• Summary (e.g. Shock Summary, Position Overview, Gain/Loss Summary)
• Reconciliation (e.g. Loan and Asset Reconciliations, Best Execution Changes, Excluded Loans)
• Risk Management (e.g. Hedge Selection, Hedge Buckets – Cross Hedge, Hedge Buckets by Duration, Best Execution Summary, Loan and Hedge Duration)
• Accounting (e.g. Day Summary Change, Daily FAS 133)
• Pipeline (e.g. New Loans, Fallout, Renegotiations, Status Summary)
• Trades/Hedges (e.g. Open Trade by Asset Type, Open Trade Summary, New Trades and Transactions)
• Audit (e.g. Loan Errors, Processing Error Log, Price Load Exception)
• Shipping (e.g. Unshipped Loans, Unsettled Loans)
• Warehouse (e.g. Cash Flow Projections, Outstanding by Warehouse)