The Temporarily Assigned Report allows users to view borrower information derived from the Investor Lock Screen. The Temporarily Assigned Report only applies to conforming and government fixed rate products and conforming ARMs.
For a loan to appear in this report: Lock > Lock Date must be between the Lock Date Range selected.
Narrow results by selecting a specific loan status form the Loan Status drop-down list or keep the Loan Status to All Statuses for loan files with all loan statuses to be included in the report.
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.
Temporarily Assigned 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: Loan Number, Broker Name, Borrower Name, Total Loan Amount, Loan Type, Product Code, Rate, Amortization/Maturity Term, Purpose of Loan, LTV, Net Buy Price, Lock Expiration, Lock Period, Lock Date, Investor, Adjusted Gross Sell price, SRP, Commitment Number, and Status.
At the bottom left of the screen, will be a Total calculation displaying the combined loan amount for all loans displayed and the number of Loans displayed in the report results.
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.