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Below is a sample of standard reports included in Post Closing Manager.
The top column contains the Report Name. The first column contains a short description of the report.

The second column contains a .PDF icon which is linked to the report. Click on the .PDF link to view the report. If you do not have an Acrobat Reader, click on the yellow icon on the left of the page to download it, free. After viewing the report, just close your browser to return to this page to view additional reports.

Document Assignments
List of documents, and which groups they are assigned to. PDF   (37.5 KB)

Document Cross Reference
Documents assigned investors, counterparties, and trades. Optionally, the report can also shows documents assigned to individual loans within the Document Tracking system. PDF   37.3( KB)

Document Group Assignment
All document groups, detailing documents assigned to each. PDF   (37.5 KB)

Document Processing Analysis
Analysis of start-to-finish times for documents. Calculates average, minimum, maximum processing days.

This report can be easily converted to a monthly or weekly efficiency report by restricting the starting and ending dates being included.
PDF   (65.1 KB)

Loan Delivery Shipping Schedule
Shipping schedule for all designated trades not yet settled. PDF   (41.8 KB)

User Document Processing Analysis
Analysis of start-to-finish times for documents. Calculates average, minimum, maximum processing days.

This report can be easily converted to a monthly or weekly efficiency report by restricting the starting and ending dates being included.
PDF   (39.4 KB)
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