Financial Reporting Built for Mortgage Lenders

AMB delivers comprehensive, customizable financial reports tailored to the unique needs of mortgage banking.

AMB's Financial Reporting feature offers detailed insights into your financial data, enabling informed decision-making and streamlined operations. Whether you're analyzing income statements, balance sheets, or loan-level details, AMB provides the tools you need for accurate and efficient reporting.

What Makes AMB Stand Out for Financial Reporting?

Comprehensive Reporting Tools

AMB offers a suite of financial reports designed specifically for mortgage lenders, ensuring you have access to the information you need when you need it.

Key Highlights:

General Ledger Reports: View detailed transactions within specified periods, including check numbers for invoice payments, enhancing audit capabilities.
Income Statements: Generate reports for any period, including prior years, with options for rolling twelve-month views, with basis points (BPS), to identify trends.
Working Trial Balance: Access account balances for each general ledger account as of any date, with multiple report iterations available.
Statement of Changes: Analyze changes over selected months, with user-defined account groupings using AMB’s Script Based Financials module.

Script Based Finacials

AMB's Script Based Financials module provides unparalleled flexibility in report creation, allowing users to define each row of a report and incorporate loan volume statistics.

Key Highlights:

Define report rows for detailed subtotaling and analysis.
Incorporate loan volume statistics, with basis points (BPS), for comprehensive insights.
Copy and modify existing scripts to create tailored reports for various requirements.

Automated, Accurate, and Always Up to Date

Manual spreadsheets introduce risk and slow down payroll. AMB automates the entire process, ensuring every payout is correct, on time, and audit-ready. Built-in validation helps catch issues early, reducing payroll delays and eliminating the back-and-forth between accounting and management. Plus, your finance team can audit results with full transparency—no digging through formulas.

Key Highlights:

Eliminate manual entry with automated calculation tools
Update commissions instantly as loans close
Generate reports with just a click—ready for payroll

💬 “We’ve cut our commission processing time dramatically and improved accuracy.”

Real-Time Web Reporting

AMB's Web Based Reporting modules provide real-time access to financial reports for executives and branch managers, reducing the need for manual report distribution and enhancing decision-making capabilities.

Key Highlights:

Executive Reporting: Access real-time balance sheets, income statements, and key performance indicators through an intuitive dashboard.
Branch Reporting: Enable branch managers to view income by branch reports with drill-down capabilities to account and loan levels.
Loan Officer Reporting: Provide managers with real-time access to funded loan reports and commission details, streamlining communication and transparency.

Why Choose AMB for Financial Reporting?

Tailored for Mortgage Accounting

AMB's financial reporting tools are designed specifically for the mortgage industry, ensuring relevance and accuracy.

Enhanced Decision-Making

Access to detailed, real-time financial data empowers your team to make informed decisions quickly.

Improved Operational Efficiency

Automated reporting reduces manual workload, minimizes errors, and accelerates financial processes.

Scalable Solutions

Whether you're operating a lean team or managing a nationwide enterprise, AMB's reporting features scale to meet your organization's needs.

Experience the AMB Difference

iscover how AMB's Financial Reports feature can transform your mortgage accounting processes, providing clarity, efficiency, and confidence in your financial data.