Loan Quality Connect Job Aids

 

  • Contents

My web page

Customizing Dashboard Reports

Loan Quality Connect's Dashboard feature includes the ability to customize reports and export report data to an Excel spreadsheet.

Daily Pipeline Reports

Follow these steps to create a custom report when viewing the Daily Pipeline:

  1. After logging in to Loan Quality Connect, click Dashboard > Daily Pipeline.

    Select Dashboards > Daily Pipeline
    The Daily Pipeline screen appears.

  2. Select the name of your organization from the Seller drop-down menu, and then select the Review Type.

    Select Seller Name and Review Type

    The review type abbreviations in the drop-down menu are defined as:

    • DPPR: Discretionary Post Purchase Review - selections made by a risk-based model that allows for specialized analysis and early loss anticipation/mitigation

    • RPPR: Random Post-Purchase Review - selections based on random sampling models

    • PFR: Post Foreclosure Review - selections made after a non-performing loan has been liquidated

    • EPD: Early Payment Default Review - selections based on delinquency

    • LOS: Loss Mitigation Review - selections based on loss mitigation activities

    • RV: Recourse Violations - loans that are subject to recourse provisions  

    • MBS: Mortgage-Backed Securities Review - loans targeted for MBS review

  1. Select Report Type, and then click Run.

Report Type Description
All Includes all report type options listed in the Report Type drop-down menu
All Loans Includes all reports excluding All Lender Self Report, Self Report and Voluntary Repurchase report types
All Lenders Self Report Only includes All Lender Self Report(s)
Self Report Only includes Self Report(s)
Voluntary Repurchase Only includes Voluntary Repurchase reports



Select Report Type and Run

The data you requested populates the Daily Pipeline widgets.


  1. Click one of the Total Count numbers to export the data to an Excel spreadsheet.

Daily Status Report

Follow these steps to create a custom report when viewing the Daily Status:

  1. After logging in to Loan Quality Connect, click Dashboard > Daily Status.

    Select Dashboard > Daily Status
    The Daily Status screen appears.
  2.  Select the name of your organization from the Seller drop-down menu, and then select the Review Type.

    Select Seller Name and Review Type

    The review type abbreviations in the drop-down menu are defined as described in step 2 of the Daily Pipeline Reports section above.
  1. Select the Report Type.

    Select Report Type

  2. You can refine your custom status report by using the date picker to select a range of dates that includes loan selection and/or loan acquisition dates.

    Refine Report with Loan Selection and/or Acquisition Date Reanges

  3. Click Run. The data you requested populates the Daily Status widgets.

    Custom Data Populates Daily Status Widgets

  1. Click one of the Total Count numbers to export the data to an Excel spreadsheet.

    Click Total Count to Export to Excel

 

 

Back to Top

© 2018 Fannie Mae. Trademarks of Fannie Mae.