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Portfolio Management Reports

Even with open access to massive amounts of portfolio data, many EPIC lenders do not have the internal resources required to mine the data in meaningful ways, or to design and create the kinds of sophisticated reports they need at their fingertips. Because of this reality, EPIC created a suite of advanced reports, which provide sophisticated insight into the health and profitability of your portfolio. These reports are called the “Portfolio Management Reports” or PMRs.

You may purchase one or more of the four PMRs, which are then delivered on a recurring schedule to your FTP folder. You can then analyze the data in these reports to assist in your business operation, in driving your strategies for EPIC configurations and for making corporate financial decisions.

For many Lenders these four reports have become a fundamental tool in their daily operations, providing valuable insight into their business, which they would not otherwise have access to.

Daily Collections Report – maximize your collection efforts

Short Term Cash Flow Report – stay on top of your monthly cash low

Profitability Report – determine lead profitability

Withdrawn/Denied Report – develop the best possible lead strategies

*A Data Access and Report Waiver must be executed before EPIC will compile and deliver any data outside the EPIC LMS.

Demo Request

If you are interested in an EPIC demo, please call 1 (877) 305-EPIC or complete the Demo Request form to schedule a demonstration.