The Warehouse Line Report allows users to view loans that have been shipped to the Investor but have not been purchased.
For a loan to appear in this report: Shipping > Date Shipped to Investor between the Shipping 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 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 Warehouse Bank. The Warehouse Bank field is a drop-down list with all available Warehouse Banks to select from or the ability to select All Warehouse Banks.
Include Archived Loans check box is available to be marked if archived loans are to be included in the report findings.
A Shipped 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 shipped date of the loan.
Enter in the Records/Page amount which can range between ten and two hundred.
Users have the ability to mark the All Loans check box to include all loans in the pipeline or mark the Show Only Loans Without a “Purchased by Investor” Date to only include loans without an Accounting > Purchased by Investor Date.
Click Submit after all applicable information has been entered.
Warehouse Line 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, the Total Loans Volume and Total Advance Amount 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 Name, Loan Type, Product Code, Total Loan Amount, Rate, Investor, Lock Expiration, Investor Loan Number, Commitment Number, Servicer, Warehouse Bank, Advance Amount, First Payment Date, First Payment Due to Investor, Funded Date, Days on Line, Due to Investor, Days Left, Shipped Date, Shipping Suspended Date, HUD Received Date, Funder and Shipper.
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.