Reports



Report options

Your Infynity Reports view is categorised into the following six options:

  • Pipeline Reports:
    • Loan Workflow Report
    • Loans Submitted to Lender for Period
    • Loan Status Report
    • Pipeline Loans
    • Prospects
    • Unconditionally Approved for Period
  • Marketing Reports:
    • Client Marketing List
    • Birthday List
    • Initial Rate Expiry Report
    • Opt-Out Customer List
    • Lead Report
    • Interest Only Expiry Report
  • Referrer Reports: available after launch and migration is completed and LoanKit is decommissioned
  • Commission Reports: available after launch and migration is completed and LoanKit is decommissioned
  • Miscellaneous Reports:
    • Asset Finance: Insurance
    • My Contacts
  • Custom Reports:Finsure will be progressively adding further reporting options as the Infynity platform is refined and developed.



Through your reporting portal, you will have a wholistic view of your business. All reports metrics and displays are automatically defaulted to current month view; however, this is simple to change as shown using the Loans Submitted to Lender for Period report as an example:





Date Ranges

By clicking into the date range, you have the option to select:

  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • This month
  • Last month
  • Custom range: select the date period you require and click ‘Apply’ as shown:





Modify Options

By clicking into the date range, you have the option to select: Exploring the ‘Modify’ options available, you are able to filter the results down to ‘Bank Name’ as an example:







You also have options to export the data in Excel or CSV as well as Printing and Saving the reports.