See the Whole Picture: Reports and Dashboards That Connect the Lending Lifecycle

In modern lending, information is power — but only when it’s easy to see and simple to act on.

Across Symphonix Origination, Loan Servicing and Investor Management, and Collections, reports and dashboards bring together the insights lenders need to track performance, identify trends, and manage operations with confidence.

Built on the Salesforce platform, every Symphonix product shares a common data model and reporting framework, so users experience the same structure and visualization tools across the entire lending lifecycle.

Whether you’re following loan approvals, monitoring repayment activity, or tracking collection efforts, the view is consistent — and the data is real-time.

One Connected Reporting Framework

Each Symphonix solution leverages Salesforce’s native reporting and dashboard capabilities.

That means administrators can build reports, define access permissions, and visualize data using the same intuitive tools across all products.

Because the data model is shared, institutions can compare origination performance, servicing health, and collections efficiency without switching systems or exporting data.

This unified design ensures clarity and consistency — one reporting environment that scales from branch-level metrics to enterprise-wide analytics.

Origination: Visibility into Every Application

In Symphonix Origination, reports and dashboards provide transparency into the entire application journey — from initial intake to final approval.

Administrators can:

• Define custom report types to determine which information appears in reports.

• Manage user access to report types and dashboards.

• Use Salesforce-native dashboards to visualize lending workflows and credit exposure.

Common uses include tracking application pipelines, monitoring approval volumes, and assessing service-level performance.

Because Origination reporting is fully integrated into Salesforce, users can filter, sort, and export reports instantly, without needing external analytics tools.

Loan Servicing: Operational Insight and Portfolio Oversight

Once loans are booked, Loan Servicing and Investor Management provides the reporting depth to manage them throughout their lifecycle.

A wide range of reports and dashboards are designed for daily operations and compliance, including:

• Aging and Delinquency Reports to track overdue accounts.

• Payment and Receivables Registers for transaction reconciliation.

• Interest and Income Reports to monitor portfolio yield.

• Funding and Maturity Reports that forecast cash flow.

Dashboards can summarize portfolio trends and performance indicators, giving servicing teams insight into loan activity, repayment patterns, and exceptions — all within the Salesforce environment.

Collections: Activity Tracking and Compliance Awareness

For Collections, reports and dashboards help managers and collectors stay organized, compliant, and productive.

Symphonix Collections includes:

• A Collector Dashboard showing assigned contracts, borrower details, and promises-to-pay.

• A Queue Dashboard for tracking workloads and distribution.

• Collection Metrics Reports that ensure borrower contact limits stay within regulatory thresholds.

• System Reports that summarize daily collection actions for audit and performance monitoring.

Every element of reporting in Collections is built directly on Salesforce, so teams can customize dashboards or list views to fit their operational structure.

Connected Insights Across the Lending Lifecycle

Because all Symphonix products share a unified reporting foundation, organizations can connect insights across departments.

Origination data feeds into servicing dashboards. Servicing outcomes inform collection strategies.
Executives can view end-to-end performance metrics — from loan application to payoff or recovery — within a single environment.

This connected framework helps lenders understand the full customer journey and make more informed, data-driven decisions.

Reliable Reporting, Built for Lenders

Symphonix reports and dashboards are designed to be:

• Native to Salesforce – built directly into the platform your teams already use.

• Configurable – administrators can easily create, modify, and share reports and dashboards.

• Role-based and secure – access permissions follow Salesforce standards for user visibility.

• Consistent – the same data structures and tools across Origination, Servicing, and Collections.

The result is clear, actionable reporting that reflects real operational activity — no imports, no guesswork, no waiting.

Final Takeaway

Symphonix Reports and Dashboards provide a transparent view of lending operations across every product line.

From loan origination and underwriting to servicing and collections, teams get a single source of truth that supports daily decisions and long-term strategy.

Built on Salesforce. Shared across modules. Focused on clarity.