Madison Reports™

Clients may select from a library of over 100 reports, or may elect to have custom reports included in their installation. Employ Madison’s leading edge technology for highly flexible and convenient reports.

Information within many reports can be grouped by user-selections such as loan type, collateral type, market, lending officer, lending office, and more. Information within groups can be listed based on user-selections such as loan balance, loan name, loan number, and more. Users can also filter the contents of many reports to include, for example, only data newer than (or older than) a specified date or with ratios better than (or worse than) a user-specified threshold.

Use bookmarks to let you quickly find the information you need. Or enter a loan name, loan number, borrower name, etc., to find the loan you are looking for. Report contents can include loan-by-loan detail, summary information that groups loans by a user-specified criteria, and graphical charts.

And best of all, the Madison reports can be shared by all authorized users. Reporting is easy and comprehensive with the Madison System™.

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Loan Filtering
Use powerful loan, collateral or borrower filters to quickly and easily focus on small groups of loans that may be of special interest. For example, review loans of a particular collateral type, or in particular market, or with weak performance ratios. Or find all loans with collateral occupied by a user-selected tenant.

Automatic Report Distribution
Automatically distribute any report (or group of reports) by e-mail to officers on a scheduled basis (daily, weekly, monthly) to alert them to important information.

Stratification Reports
Use the highly efficient portfolio stratification system to stratify the portfolio on nearly any field including dollar values, dates, ratios or text (e.g., collateral type or state). For fast reporting, users may select the number of strata to display and the report will automatically create the break points.

Stress Test Analysis
Stress loans according to your pre-defined parameter values to verify their ability to withstand adverse environments. Estimate defaults, extensions, losses and loan loss reserves. Project losses over a 10-year time horizon based on a sophisticated set of user-specified assumptions.

Mark-To-Market
Mark the entire loan portfolio to market for risk management or accounting purposes according to user defined parameters.

Accounting Reports
View special reports that list classified assets, delinquent loans, FASB 114 loans, watch list loans, and many more. Use stress test report to evaluate and support loan loss reserves, or market value reports for financial statement purposes.

Many Specialized Reports
There are many specialized reports that support specific business functions or tasks such as:

Loan Production. Instantly create reports that measure how loans are progressing through the pipeline. Production reports may be shared online by all authorized personnel, or distributed by e-mail.

Measure Origination Productivity. Measure the time require to originate each loan. Eliminate bottlenecks by identifying loans that are taking too long to process. Monitor why loans were lost so you can quickly respond to changing market conditions.

Loan Committee Presentations. Display reports of all the loan and collateral information from the System that you want to present to the loan committee, including the financial terms of the loan; collateral information and history; financial statement history; borrower, guarantor and sponsor information, and much more. Use reports from Madison’s library or custom reports tailored to your requirements.

Trend Reports
Show portfolio trends over time such as loan origination volume by year or year-to-date, loan origination credit quality measures, or more. Monitor portfolio trends quickly and easily.

Maintain Timely and Accurate Information
Use the built-in features to identify stale or inconsistent data to help you maintain timely and accurate information. Keep important data current with less effort.

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