Data isn’t just important — it’s everything.

REPORTING & DATA ACCESS

The ability to capture, analyze, and act on data is what separates thriving businesses from those merely surviving.

With EPIC, you gain the tools to transform your portfolio data into actionable insights, driving profitability and growth. Whether you need instant access to your data, daily updates, or a weekly free extract, EPIC offers flexible reporting options to suit your needs.

EPIC Internal Reports: Your Data Advantage

Internal System Reports

Within the EPIC LMS Reporting Module, you have access to over fifty on-demand reports, ready whenever you need them. These reports are available to any user with the right permissions, offering you quick and easy access to essential data.

With EPIC’s Standard Reports, you can:

Focus on what Really Matters: Understand your clients on a deeper level.
Customize Your Data: Select the specific report & set the criteria.
Get Results Fast: Receive instant results for immediate review & analysis.

EPIC’s Internal System Reports give you the insights you need, exactly when you need them, helping you make smarter decisions faster.

Data Extracts

EPIC provides lenders with a weekly extract of your raw portfolio data, which you can use to design, create and analyze custom reports. This free, weekly data extract is a comprehensive snapshot of your portfolio as of the day prior. Delivery is made each Sunday to your FTP folder. Daily delivery of a newly compiled extract can be arranged as well.

Experience instant, real-time access to your critical data.

Data Access in Real Time (DART)

Real-time access to your portfolio data isn’t just an advantage—it’s a necessity. For the forward-thinking, tech-savvy lender, DART is your ultimate tool, delivering instant access to critical data in a secure, reliable environment.

With DART, you gain comprehensive insights into:

Customer Data: Understand your clients on a deeper level.
Loan Information: Monitor every loan with precision.
Banking and Payment Details: Keep track of every transaction.
Loan and Underwriting History: Analyze past decisions to optimize future outcomes.

DART empowers you to swiftly assess the health of your portfolio and the impact of your strategies, enabling you to make data-driven decisions that enhance performance, uncover growth opportunities, and maximize efficiency.

Leverage DART’s prepackaged widgets to effortlessly extract real-time data—no SQL required. With DART, you’re always a step ahead, ready to adapt and excel in a dynamic market.

Stay ahead with comprehensive overviews.

Portfolio Management Reports

In the data-rich world of lending, having access to vast amounts of portfolio data is only half the battle. Many lenders lack the internal resources to turn that data into actionable insights. That’s why EPIC has developed a suite of advanced Portfolio Management Reports (PMRs)—a powerful toolset designed to provide deep, sophisticated insights into the health and profitability of your portfolio.

For many lenders, these four PMRs have become indispensable, offering valuable insights that transform the way they manage their business:

Daily Collections Report: Understand your clients on a deeper level.
Short-Term Cash Flow Report: Monitor every loan with precision.
Profitability Report: Keep track of every transaction.
Withdrawn/Denied Report: Analyze past decisions to optimize future outcomes.

Delivered directly to your FTP folder on a recurring schedule, these reports become an essential part of your daily operations, helping you drive smarter strategies, optimize EPIC configurations, and make informed financial decisions.