We are a new client, and we are a little confused on how often we should upload the files for both loan analytics and application analytics. Can you clarify this for us?
Dear File Frequency,
Visible Equity recommends that loan files should be uploaded on a monthly basis, containing end-of-month data. Application files may be uploaded on a more frequent basis depending on how often you plan on reviewing your application data. Most of our clients will load bi-weekly but some choose to load weekly because they pull application reports on a weekly basis.