The License Expiration Report allows users to locate all Institutions with licenses that will expire during a specified date range.
For a loan to appear in this report: The expiration date of the loan file must be between the Expiration Date Range selected.
Users have the ability to filter the report results by Institution, Account Executive and Originator. For the Institution, Account Executive and Originator fields, begin typing in the name of the field response and the field options will appear as a rolodex.
Include Archived Loans check box is available to be marked if archived loans are to be included in the report findings.
Narrow results by selecting a specific state from the State drop-down list or keep the State drop-down option to All States for loan files within all States to be included in the report.
A Date Range can be selected and will be the Expiration Date range that determines the loan files that will fall into the report based on the date the Institution’s license will expire.
Enter in the Records/Page amount which can range between ten and two hundred.
Click Submit after all applicable information has been entered.
License Expiration 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.
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: License Type, Origination/Institution, State, License Number, and License Expiration Date.
To Export the report in CSV format, click the button in the upper left 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 left 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.