Gross book
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Net book (capital)
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Active loans
—
30m+ balance
—
Origination MTD vs prior MTD
This MTD
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Prior MTD
—
Total book size by month — capital, fees & accrued interest (£M)
Gross advances & settlements by month (£000)
Leads, good leads & applications by month
Month to date
Leads MTD (£)
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Leads # MTD
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Advances MTD
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Loan Balance
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This week (Mon–today)
Direct
Good leads—
Leads £—
Advances—
Loan £—
Introducer
Good leads—
Leads £—
Advances—
Loan £—
Top Up
Good leads—
Leads £—
Advances—
Loan £—
Daily leads (MTD)
Daily advances (MTD)
Traffic source (MTD)
Traffic source detail (MTD)
Recent deals (this month)
Total — daily loans & applications
By product — Estate vs Inheritance
By product — loan amount
By channel — Direct vs Introduced vs Top Up
By channel — loan amount
Running balances
Active loans
Settled per day
Daily ads cost
Daily conversions
Cost per conversion
30m+ aged — loans & balance
36m+ capital balance
36m+ loan count
Active loans
—
Settled
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Written off
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Avg loan age
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months (active)
Capital balance by age band
Loan status breakdown
Balance by product
Reason for loan (plans)
Loan count by amount band
Capital balance by county (top 15)
Active loan register
Total — capital, fee & interest settlements
By product — Estate vs Inheritance
By channel — Direct vs Introduced vs Top Up
Accrued interest
Write-offs
Conversion funnel — monthly volume (by good lead date)
Conversion rates — monthly
Good lead value banding — by month (£000)
Lead source — good leads, applications & loans taken up
Conversion banding — last 12 months (cohort basis: month deal became a good lead)
| Month | Good leads | Applications | Late stage | Loans taken up | App / GL % | Loan / GL % | Loan / App % |
|---|
Cost per lead
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MTD
Cost per application
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MTD
Cost per loan
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MTD
Cost per lead, application & loan — monthly (£)
Monthly ads spend vs loan value originated (£000)
Under 12 months
—
12–30 months
—
30–36 months
—
36+ months
—
Capital balance by age band
Loan count by age band
Capital balance by reason for loan — active loans
30m+ active loan register
| Loan # | Product | Loan date | Age (m) | Band | Plans | County | Capital bal | Gross bal |
|---|
Pipeline deals by deal owner (last 6 months)
Deal value by owner (£000)
Monthly introduced loans — count & value
Introducer deal register (last 6 months)
| Owner | Deal name | Channel | Stage | Date | Amount |
|---|
Monthly origination cohorts — loans issued by month of application
Origination by month — value (£000)
Settlement rate by origination cohort
Group sources & display names
Left: map each raw source to its reporting group (saved to the mapping table). Right: the name shown on the statement. Renaming a display name does not change grouping.
Raw source → group · branch
Group → display name
Commission payable
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Paid to date
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Outstanding
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