Reporting
Creating AI-Powered
Lending Reports
and Analytics
Perfectly Suited for Your Needs
Compassway lending solution comes with advanced reporting capabilities which make it possible for you to keep track of your business performance at all times. The system updates and processes the lending data whenever a new action is taken on any application. The data is presented in user-friendly customizable dashboards of the specialized Reports Workplace.
Generate unique reports to follow your business performance
With custom reports and analytics, you'll be able to track not only overall business performance but analyze the specifics of each metric.
A native workplace instantly takes all the data you need from the Compassway portal, including risk assessment, portfolio, and operational information, and formats it based on your needs.
In-built reporting capabilities
Accounting and Customer Details – This type of report can provide general data on loans, terms & conditions, fees, DPDs, outstanding balance, etc. One can either export the configured file or use the report in Compassway itself.
Accounting Cash Flow – Review the amounts accrued, due dates, repayments, and fees.
Credit Risk Report – Analyze client portfolios by state, risk assessment data, or loan delinquency buckets.
Customer Data – Configure a comprehensive customer data report or customized reports with the data which is most relevant to you.
Executive Report – Build user-friendly diagrams in the SaaS interface and benefit from extensive data drilling if you need to explore the specifics.
Expected Payments – Export a list of expected payments to be presented to a financial regulator or a stakeholder.
Payment Information – Make a report on both incoming and outgoing transactions made from borrowers to you and vice versa.
Business Performance Dashboard – Comprehensively review your lending business performance, all on one advanced reporting page.
One data management solution for all your operation needs
Direct connection between your lending platform and CRM/ERP software.
Efficient accounting & automated report generation.
Communicating with your clients directly through your lending platform.
Business intelligence & analytics using Google Analytics, PowerBI, Looker, or Tableau.
Advanced risk management with the help of external scorecards and AI-driven Compassway Decision Engine.
WHAT
CUSTOMERS SAY
We used to have an older system that required more than a day to update or deploy a new risk model. In addition, credit decisions were slow. We estimated we were losing 15% of customers due to abandoned applications. For millennials, who are now a majority of our clients, responsiveness and convenience are key for lending services.
We implemented an end-to-end digital lending platform offered by CompassWay and it allowed to significantly improve customer retention. Up-to-date risk models also mean lower defaults rate and improved profitability. The system is easy to work with in case we need to add new clients or product types. We also received excellent customer support from CompassWay team. Overall very satisfied with the upgrade decision.
Denis BobrovCFO of CreditUP
Our key clients are SME firms that sell their products using social media platform such as Instagram and Facebook. They have magnitude of various products and various preferences in the lending options they would like to provide to their customers. Thus, we needed a powerful, yet flexible and simple system, which would allow quick onboarding of new clients and their products.
CompassWay offered a solution that not only satisfied these criteria but also was intuitive and easy for the customers of our clients. That allowed to create a seamless shopping experience, as well as improve customers’ satisfaction and rate of completed sales.
For our team, working with CompassWay was very easy. Since the system was highly customizable out of the box, we were up and running in just several weeks. We also benefitted from their business expertise and improved a weak link in our processes we did not know was a problem. Highly recommended company to work with.
Irina SenenkoHead of Customer Service at PIE CREDIT
Nowadays, the competition in online trading is stronger than ever. In order to outperform the rest and come out ahead, we needed to provide our customers with services that would keep them on the site.
Many buyers came to our online store, but there was much less talk about sales.
We reached out to the Compassway team for help because Compassway is in the business of developing and implementing advanced digital solutions, and they advised us to first consider implementing a product on credit or in installments. Indeed, most often the reason that buyers leave the site without making a purchase is banal: they do not have enough money.
We listened to advice, and now every customer who enters our website and selects a product immediately sees the "buy on credit" button with a convenient loan calculator and BNPL option in the checkout. He understands that he can afford to buy now, and pay later and in installments.
As a result, it was possible to increase profits and total sales by 30%, as the client now purchases a product of a higher price category, or increases the number of purchases.
Natalia BurkoHead of Business Development at Taksaexpress
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