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CASE STUDY · FINANCE
Lending Portfolio
LOAN ORIGINATION AND CREDIT PERFORMANCE
Tracks 1,350 loan applications through underwriting, pricing and repayment, alongside branch and officer performance and the live state of the loan book.
APPLICATIONS
1,350
Jan 2024 – Jul 2026
APPROVED VALUE
$66.54M
516 approvals
APPROVAL RATE
38.2%
up 1.8 pts vs 2024
DISBURSED VALUE
$44.13M
345 loans funded
WALK THE REPORT
Five pages, one question each
Each page answers one question the leadership team asks every week. Pick a page to see it full size.
THE QUESTION
How much is being requested, approved and actually funded?
$188.58M
requested across 1,350 applications
$66.54M
approved from 516 approvals
12.15%
average rate on disbursed loans
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