Lenders can see a general overview of any Borrower that has set up Data Sharing.

Instructions

  1. Log in to your Boss Insights domain and you will see a section in the sidebar on the left called “INSIGHT”. Use the “Company Lookup” input to select which borrower you would like to see a snapshot for. You can use the dropdown arrow to select a borrower from a list, or you can type into the text input and borrowers will be suggested to you using auto-complete. Note: if you have a large number of borrowers, the dropdown list may not show all of your borrowers, so please use auto-complete instead.

  2. Once you have selected a borrower, a “Company Insights” button will appear just below the borrower selection box. Click the “Company Insights” button. This will take you to the Company Insights Dashboard.

  3. The Company Insights Dashboard is a modular dashboard with configurable panels. On this page you can find panels with financial statements, charts and graphs, profile information, and more.

  4. The “Balance Sheet” and “Profit and Loss” panels have date pickers in their top right corner. To generate a financial statement for a specific date or date range, click on the date picker. This will open a small pop-up window where you can select a date.

  5. Select a date by clicking on the calendar, or by typing into the box at the bottom, then click the yellow “OK” button. A financial statement will be generated instantly using any financial data that the borrower has shared via cloud connection or file upload. If the borrower has not shared enough information to generate the requested financial statement, you will see a message saying “insufficient data for selected date”.

  6. Since historical financial information is permanent, we use cached financial statements when possible instead of generating new ones every time. If for some reason the borrower’s source financial data has been changed, you can use the refresh button to the right of the date picker. This will ignore any cached financial statements and will fetch the latest data from the borrower’s cloud connections and uploaded files.