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PrecisionLender Data Exports - More ways to access your data

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At PrecisionLender, your data is YOUR DATA !

Your lenders invest time and energy into filling PrecisionLender with valuable information.  PrecisionLender makes it easy to get at your data in ways other than the standard user interface.

Our philosophy and approach to data and reporting is simple:

  1. It is YOUR DATA. Everything that we have is available to you in whatever form you need it in.
  2. If we do not currently have exactly what you need, we create it for you and add it to the data/export center at NO ADDITIONAL CHARGE. It is all part of the unlimited consulting, training and support that we provide.  Many of our standard data feeds below started out as requests from our client and we routinely create custom data feeds.  If we don't have something that meets your needs, just let us know and we will build a report for you!

 

Sample Pipeline Summary Export
summaryexport.PNG

 

Here's what we offer... and how you can help extend the capabilities of PrecisionLender: 

General purpose exports - If you can see it, you can export it

All PrecisionLender screens contain the ability to generate a printable version or a PDF version including:

  • Opportunities, Relationships and Tasks (each individually and in lists)
  • Opportunity pipeline dashboard
  • Rate Sheets
  • Administrative items such as users, products, regions, etc.

 

Pipeline and Production exports including funding impacts

Export your pipeline and production opportunity data directly to Excel from the Opportunity Dashboard with the following options:

  • Raw or summarized data
  • Filtering by forecast category
  • Custom date ranges
  • Optional exclusion of loan renewals

More information: Exporting your data from the Opportunity Dashboard

     

Highly-flexible data exports for Microsoft Excel 

Extract your PrecisionLender data directly into an spreadsheet with our Excel web query capabilities

  • Existing reports include:
    • Pipeline opportunities including funding impacts
    • Pipeline stage history - details about how your opportunities move through each stage in the process
    • Lender usage statistics
  • Many of our clients build pivot tables on top of these Excel feeds that automatically update to reflect changes to their data in PrecisionLender.
  • Many of the standard data feeds above start out as custom data requests from customers and we routinely create custom data feeds.  If we don't have something that meets your needs, just let us know and we will build a report for you!

  • More information: Using Excel Web Query files to extract your data

 

Typical Reporting Scenarios

  • Managing your pipeline and funding needs
  • Tracking the amount of time your Opportunities spend in each stage
  • Tracking usage statistics of your lenders

 

Need additional reporting capabilities?

  • Many of the standard data feeds above started out as requests from clients and we routinely create custom data feeds
  • If we don't have something that meets your needs, just let us know and we will build a report for you!

 

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