The Loan Detail Report allows users to view important borrower information on a locked loan for evaluation.
For a loan to appear in this report: Lock > Lock Date must be between the Lock 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 report results to only loans that have been newly locked by marking the check box New Locks Only.
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.
Loan Detail 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: MortgagebotLOS (Site Name) Loan Number, Loan Status, Account Executive, Loan Officer, Lock Date, Lock period, Lock Expiration, Base Rate, Base points, Base Margin, Final Points, Final Margin, Program Code, Program type, Investor, First Name, Last Name, Social Security, Property Address, City, State, Zip Code, County, Property Type, Number of Units, Number of Stories, Warrantable, Occupancy Type, Purpose of Loan, and Purpose of Refinance.
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.