Reporting & Data Access

Loan Servicing Reporting Software

From built-in reports and rapid custom screens to direct SQL access for your data warehouse—Benedict gives you complete visibility into your portfolio, however you need it.

Built-In Reports

Standard and custom reports, ReportWriter, scheduled delivery—everything you need out of the box.

New Screens on Pro

Coming with Benedict Servicing Pro: new dashboards, inquiries, and integrations built natively on a modern web platform.

Data Integration

Open architecture that supports integration with your existing BI tools and enterprise systems.

Built-In Reporting Tools

From pre-built standard reports to fully customizable ad-hoc queries, get the data visibility your lending operation demands.

Standard Reports

Pre-built reports with comprehensive filters, sorts, and output options. Get the data you need without custom development.

Custom Ad-Hoc Reports

Create reports using ReportWriter with multiple tables, totals, sorts, and run-time filters tailored to your needs.

Scheduled Reports

Automate report generation and delivery for consistent, timely outputs.

Advanced Filtering

Flexible filters and sorts on every report. Slice and dice your portfolio data any way you need.

Export & Integration

Export to Excel, PDF, or integrate with mail merge for investor communications and regulatory submissions.

Investor Reporting

Tailored financial reports for investors with automated distribution and tracking.

ReportWriter: Your Data, Your Way

The built-in ReportWriter gives you complete control over your loan data. Create custom reports without programming knowledge, or use SQL for advanced queries.

  • Join multiple tables for comprehensive analysis
  • Run-time parameters for flexible filtering
  • Automatic totals, subtotals, and grouping
  • Export to Excel, PDF, or direct database access
  • Schedule reports for automatic delivery

No Programming Required

Build custom reports using an intuitive interface. For power users, full SQL access is available.

Coming with Benedict Servicing Pro

New Screens on Pro

Pro's modern web architecture makes it possible to build and deploy new dashboards, inquiries, and integrations natively.

New Screens on Pro

Build new inquiries, dashboards, and data views natively in Pro's web platform.

Custom Inquiries

Create tailored loan inquiries and search screens that match your workflow.

Native Dashboards

Purpose-built portfolio dashboards with real-time data, designed and delivered as part of the Pro platform.

AI Analysis — Coming Next

Ask questions in plain English, approve the query plan, and it runs read-only against your own database, in your environment.

Data Integration & Open Architecture

Your loan data shouldn't be locked inside one application. Benedict's open architecture supports integration with your existing enterprise tools and analytics platforms.

Open Data Philosophy

Your loan data is yours. Benedict is built on an open architecture that supports integration with the tools your organization already uses.

Enterprise Integration

Connect Benedict data to your broader enterprise ecosystem—whether that's a data warehouse, BI platform, or custom analytics environment.

Flexible Data Access

Work with your Benedict team to design data access strategies that fit your reporting and compliance needs.

No Vendor Lock-In

Your data stays in your own database, where your team can query it.

Talk to our team about data integration options tailored to your organization's needs.

Talk to Us About Your Servicing

Tell us about your needs and we'll schedule a personalized demo.

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What to expect

  • 30-minute personalized walkthrough of the platform
  • Discussion of your specific servicing workflows
  • Whether Benedict fits your portfolio

Prefer to call?

(303) 747-6690