Portfolio Analytics

Product Details

AFS brings a new level of expertise and transparency to reporting. Combined with access to an ongoing set of benchmarking and best-practice analytics drawn from a database of more than one million loans encompassing more than one trillion dollars from the top U.S. financial institutions, we offer a number of services to provide portfolio analytics and benchmarking:

AFS Loan Origination Analytics
*Measures the value of the portfolio in process in the AFS Originations system by the client’s organizational structures, industries, collateral groupings, products, etc.
*Provides metrics on approval rates, turn times and pull-through rates

AFS Exception Management Reporting
*Provides actionable reporting for continuous monitoring and resolution of document and policy exceptions.
*Enables management to see exceptions across the organization, leading to overall process improvements.

AFS Portfolio Analysis Tools
*Provides executive and managerial level information on balance trends, fees, usage and pricing by utilizing the banks’ specific organizational structures
*Measures non-performing, concentrations, WARR and other risk-based statistics stratified by geography, deal size, product and industry to name just a few of the available segmentations

AFS Loan Officer Tools
*Suite of reports processed daily, weekly and monthly that gives RMs and their managers access to view delinquent customer lists, customers expiring in next 90 days, customers with a risk rate change, etc.