The Outstanding Conditions for Purchased Loan Report displays outstanding conditions for purchased loans.
For a loan to appear in this report: Closing Docs > Closing (Note) Date must be between the Closing Date Range selected.
Users have the ability to filter the report results by Institution and Channel. For the Institution 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.
Include Internal Conditions check box is available for the user to include any conditions marked as Internal on the Purchased Loan Review screen in MortgagebotLOS to be included in the report findings. If any of the conditions on the Purchased Loan review screen have a date in the Date Cleared column, the condition will not appear on the report regardless of it being an internal condition or not.
A Closing 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 closed date of the loan.
Click Submit after all applicable information has been entered.
Outstanding Conditions for Purchased Loans Report results will display.
A Printer Friendly Version link will display in the upper left corner of the screen 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: Loan Number, Borrower First Name, Borrower Last Name, Product Name, Internal Condition Indicator, Condition, Closing Date, Condition Date, Date Received, Date Cleared and Date Reviewed.
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.