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Loan Disposition Report

You will learn how to run the Loan Disposition Report in Bravo to track the outcome of loans—redeemed, forfeited, or written off—for better loan management.

The Loan Disposition Report shows a list of all loans and buys that were created during any given range of dates regardless of the current status of the loan.

To run this report, first select Reports from the Bravo Dashboard.

On the Reports screen, select Loan Disposition from the Loan Reports grouping. Click Preview.

You will see the Loan Disposition Report Configuration window. Enter the range of dates you want to view. Click OK.

The Report Preview screen will appear.

There are several options on this page:

  1. Print the report to the Reports printer as set up in Bravo
  2. Flip from page to page in the report.
  3. Zoom in to the report.
  4. Save the report as one of the formats listed under the drop down menu (**the email icon also saves a file)
  5. Display the report in a new window.

 

 

The report will print like this:

This report does not provide totals for payments, charges or principal.  This report is made to be a comprehensive list of all loans and buys created regardless of their current Disposition Status.  The report will include both active and redeemed or expired items.

The report can be exported to a .csv or .xls file for further analysis.

To learn how to see a list of loans that were closed during a specific range of dates, please see the supplemental Loan Disposition Report article located here.