New Loans by Officer
When data is processed for the current month, the application determines up to five officers that have the highest aggregated profit from the new loan instruments assigned to them.
Note: New loans are defined as loan instruments with an open date in the last
successfully processed month (typically the current month), which did not exist in the
previous month.
Each row provides the following information:
- Officer's name
- Number of new loans assigned to that officer
- Total balance of the new accounts
- Total profit amount attributed to the new loans
Selecting an officer's row opens the New Loans by Officer page that shows the new loans opened by that officer.
