AICS Research


Loan
Reports for
Credit Unions


An effort has been made to categorize reports available on this site to coincide with Summit's reference manuals.

Loan reports refer to a collection of reports that presents information which is usually referred to in the Loan topic of of Spectrum. These reports may be detail list reports or may summarize date in a text and/or graphical format.

Bullet Delete VISA Cards
A report that builds a job that uses Query to delete VISA records from the DFILES database.
Detail  |  Download  (30Kb)

(Added to library on Feb 15, 1999)
Bullet Delinquent Loan Review
A detail list report used to analyze delinquent loans for compliance with NCUA Letter 126.
Detail  |  Download  (31Kb)  |  Sample Report

(Added to library on Feb 15, 1999)
Bullet K-Method Transfers
A detail list report that creates a tag file which is used to post K-method loans.
Detail  |  Download  (29Kb)

(Added to library on Feb 15, 1999)
Bullet Loan Production Report
A management report that summarizes the loans approved and turned down by the credit union. Summaries are created at the credit union and loan officer level.
Detail  |  Download  (37Kb)

(Added to library on Feb 15, 1999)
Bullet Rate Code Analysis Report
A detail list report that allows you to identify loans that have been assigned an incorrect variable rate code.
Detail  |  Download  (31Kb)

(Added to library on Feb 15, 1999)
Bullet VISA Payment Transmission Report
This report produces a list of VISA payments/ advances for a range of dates. It also creates a file that is transmitted to Connect One for Equifax.
Detail  |  Download  (40Kb)

(Added to library on Nov 15, 1999)

QC Reports   QueryCalc

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