The Detailed Unassigned Report displays loans and reviews their creation dates and commitment numbers from their Investor Lock screens. This report only applies to conforming and government fixed rate products and conforming ARMs.
For a loan to appear in this report: Lock > Lock Date must be between the Lock Date Range selected.
Include Archived Loans check box is available to be marked if archived loans are to be included in the report findings.
A Lock Date Range can be selected and will be the date range that determines the loan files that will fall into the report based on the date the loan was locked.
Enter in the Records/Page amount which can range between ten and two hundred.
Click Submit after all applicable information has been entered.
Detailed Unassigned Report results will display.
A Printer Friendly Version link will display and if clicked, users will have the ability to print the report results.
The Beginning Date and End Date previously entered on the Report Filter will display in the upper left corner of the screen along with the Total Loans included in the report and the Total Loans Volume of all loan files in the report.
A Return to Report Filter link will display and if clicked, the user will return to the report filter to make changes and re-run the report.
The Report results will display with the following parameters: Loan Number, Originator Name, Borrower Name, Total Loan Amount, Loan Type, Product Code, Rate, Amortization/Maturity Date, Purpose of Loan, LTV, Net Buy price, Lock Expiration, Lock period, Lock Date and Status.
At the bottom left of the screen, users will see displayed a combined subtotal for all loans displayed the report results along with their Loan Type, Loan Amount, and Number of Loans.
Below the Subtotals will be a Total calculation displaying the combined loan amount for all loans displayed and the number of Loans displayed in the report results.
To Export the report in CSV format, click the button in the upper right corner of the screen, Export CSV. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.
To Export the report in Tab format, click the button in the upper right corner of the screen, Export Tab. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.