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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.