The Shipping Report allows users to view loans have been funded but not shipped to the Investor.
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.
Include Loans Shipped to Investor check box is available to allows users to include loans that have already been shipped out to the investor on the loan file.
Users have the ability to filter the report results by Investor. The Investor field is a drop-down list with all available Investors to select from or the ability to select All Investors.
Users have the ability to filter the report results by Servicer. The Servicer field is a drop-down list with all available Servicers to select from or the ability to select All Servicers.
Users have the ability to filter the report results by Product. The Product field is a drop-down list with all available products to select from or the ability to select All Products.
Users have the ability to filter the report results by a specific Shipper. For the Shipper field, 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.
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.
Shipping 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, Institution, Borrower Loan Type, Product Code, Total Loan Amount, Rate, Investor, Lock Expiration Date, Delivery Method, Investor Loan Number, Commitment Number, Closing Date, Funding Date, Servicer, Servicer Loan Number, Date File Received, Due to Investor, Days Left, First payment Date, Shipped Date, Date Cleared, HUD Received Date, Amended HUD Ordered, Amended HUD Received, Investor Purchase Date, Shipping Turnaround, and Shipper.
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.