The Funding Report will display a summary of all loans funded and will allow a user to track and manage the amount of funds that have funded within each Institution.
For a loan to appear in this report: Funding > Funded Date must be between the Funded Date Range selected.
Include Cancelled Loans check box is available if cancelled loans are to be included in the report findings.
Users have the ability to filter the report results by Institution, Channel and Account Executive. For the Institution and Account Executive fields, begin typing in the name of the field response and the field options will appear as a rolodex. The Channel field is a drop-down list with all available Channels to select from or select All Channels. If multiple channels need to be selected, click the link Multiple Selection and the box with the specific Channels will expand to display all available Channels. To select more than one Channel, hold down the Ctrl key the keyboard and click all applicable Channels.
Narrow the results by selecting a user from the Assigned To drop-down list. Only users assigned to loans as a lender (processor, underwriter, closer, and so on) will appear in the Assigned To drop-down list.
Include Archived Loans check box is available to be marked if archived loans are to be included in the report findings.
A Funded 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 funded date of the loan.
Enter in the Records/Page amount which can range between ten and two hundred.
Click Submit after all applicable information has been entered.
Funding 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 right corner of the screen.
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: Date Funded, Funder, Account Exec, Borrower, Loan Number, Purpose, Amortization Type, Loan type, Total Loan Amount, Institution, and originator.
At the bottom left corner of the screen, the Total Number of Loans, Total Dollar Amount will display.
At the bottom right corner of the screen, the Total Number of refinances, Total Number of Purchases, and Total Number of Other will display.
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.