Portfolio summaryMonthly
Active loan count, committed vs drawn, weighted LTC band, watch-list flags, 30/60/90 DPD aging.
Last run: Apr 2026 · 14 pp · auto-emailed to credit committee
Construction pipelineMonthly
Per-project phase, days-in-phase, draw cadence, projected close-out month, schedule slip flags.
Last run: Apr 2026 · 22 pp
Concentration / exposureQuarterly
Per-borrower max exposure, single-county concentration, single-builder concentration, marketplace-vendor concentration.
Last run: 2026-Q1 · 8 pp
Variance & CO historyMonthly
Per-loan variance trend, CO count, signed-CO dollar volume, variance-without-CO flagged loans.
Last run: Apr 2026 · 11 pp
Win/loss analysisQuarterly
Bid-to-close conversion, lost reasons (price · LTC · time-to-close · other), competitor visibility on lost deals.
Last run: 2026-Q1 · 6 pp
Regulatory pack · Call Report inputsQuarterly
Schedule RC-C 1-4 family residential construction loan inputs, total commitments, drawn balances.
Last run: 2026-Q1 · 4 pp · CSV export
Scheduled and saved reports
| Name | Type | Schedule | Recipients | Last run | Actions |
|---|---|---|---|---|---|
| Monthly portfolio summary | Standard | 1st of each month, 7 AM | Credit committee · 6 | 2026-04-01 | Edit |
| Construction pipeline · weekly | Standard | Mondays, 6 AM | S. Reeves · J. Travis | 2026-04-28 | Edit |
| Stratford-cohort variance trend | Custom | Bi-weekly | S. Reeves | 2026-04-22 | Edit |
| Watch-list snapshot | Custom | Every Friday | Credit committee | 2026-04-26 | Edit |