Staff Reporting
12 REPORTS CONFIGURED · 8 GENERATED THIS WEEK
New Report
Monthly Loan Volume
Jul
Aug
Sep
Oct
Nov
Dec
Report Templates
Pipeline Summary
Weekly Mon · Last: Today 09:00
Pipeline
Credit Quality Report
Monthly · Last: 1 Dec 2024
Credit
LVR Concentration
Weekly Fri · Last: 13 Dec 2024
Risk
Origination Summary
Ad hoc · Last: 14 Dec 2024
Operations
Staff Reporting
Reports your team will actually use.
Generate pipeline summaries, credit quality reports, and LVR concentration views from live data — no spreadsheet refresh required. Schedule them to land in inboxes automatically.
Template library
Pre-built report types for pipeline, credit quality, risk, and operations.
Scheduled delivery
Weekly, monthly, or ad hoc — reports delivered to your team without chasing data.
Filter by portfolio or manager
Slice any report by loan owner, state, LVR band, or product type.
Export to PDF, Excel, or CSV
Branded output ready for board packs, credit committee, or internal review.
Investor Reporting
Investor-grade reporting, without the analyst hours.
Generate portfolio performance reports, distribution summaries, and fund factsheets from live data. Send to investors directly from Negroni — no manual formatting, no version control chaos.
Live portfolio performance data
Returns, yield, WAL, and LVR pulled directly from your loan register.
Distribution tracking
Full history of distributions with per-investor breakdowns.
Branded investor output
Reports carry your fund’s branding, not a generic template.
Direct send to investors
Email reports to investor lists from inside Negroni. No mail merge required.
