Mortgage Banking Solutions:
Reporting, Stratification and Grouping Tools

CompassPoint™ supports robust access to data and multiple reporting tools including:

Integrated Crystal Reports:

• Integrated Crystal Viewer
• Compass “Canned” Crystal Report Library
• Ad-Hoc or Scheduled Batch Jobs:
  • Multiple Defined Report Groups
  • Group Level Output (Time-Stamped Directory, Printing, E-mail)
• Export to Excel, other formats
• Ability to Add New Reports or Modify Existing Reports

DB Toolkit:

• Access to all Input, Output and Settings Tables
• Access to all Crystal Report Query Results
• Parameterized and Manual Queries
• Copy to Excel

Data Stratification Tool:

• Drag-and-Drop Interface
• Calculations:
  • Counts, Sums and Averages
  • Weighted Statistics (Filtered and Unfiltered)
  • Numeric and Text Histograms w/User-Defined Stat Columns
  • Bucketing
  • Subtotals
• Excel Integration
• Saved Templates
• User-Defined Data Source

Grouping Tool:

• User-Defined Positions, Major Groups and Minor Groups (no limit on number of positions or groups)
• Secondary and Tertiary Groupings
• Position Level Benchmark Instruments