1.11.2.3 COWeeklyStatus
WeeklyStatus is a program run from a management workstation to generate and e-mail weekly status reports to managers and loan originators
The program can be run as:
  • Scheduled Task in Windows task scheduler
  • A Scheduled Process
The program should be sent out early on Monday mornings so that the full results of last week's activities can be reported.
Originator Reports include
  • New Applications in last 30 days
  • Pipeline Reports listing all loans in the pipeline
Management reports include:
  • Weekly Management summary report
  • Departmental weekly Management Summary Report
  • Loan Pipeline report
  • New Application in past 30 days
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