Analyzing Your… Loan Portfolio

A strong lending portfolio is the backbone of most healthy financial institutions and CU*BASE offers many resources for analyzing these data.

This course will focus on the storage and retention of lending data and accessing these data with CU*BASE Report Builder, as well as a detailed overview of several lending-focused dashboards and reports: from your loan application pipeline to your interest income to your delinquencies and more!

This crash course will give you all the tools necessary to analyze your existing loan portfolio and continue to foster growth.