The Lock Detail Report allows users to view all loans locked in the LOS and any missing fields necessary to lock with an investor.
For a loan to appear in this report: Lock > Lock Date must be between the Rate Sheet 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 Rate Sheet 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 regulatory rates were updated.
Enter in the Records/Page amount which can range between ten and two hundred.
Click Submit after all applicable information has been entered.
Lock 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, Institution, Account Executive, Loan Officer, Originator Compensation, Lock Confirmation, MERS Number, Lock Date, Lock Period, Lock Expiration, Date Locked/Edited, Regulatory Rate Lock Date, Extended Lock, Lock Status, Base Rate, Base Points, Base Margin, Final Rate, Final Points, Final Margin, Total SRP, Product Code, Program, Investor, First Name, Last Name, Social Security, Property Address, City, State, Zip Code, County, Property Type, Number Of Units, Number Of Stories, Warrantable, Rural, Occupancy Type, New Construction, Purpose Of Loan, Purpose Of Refinance, Total Loan Amount, Subordinate Financing, Purchase Price, Appraisal Value, LTV, CLTV, C/O) Amount, EA Level, TPR, Origination Fee, Discount Fee, Buydown, Buydown Plan, Contributor, Doc Type, Amort/Maturity Term, Interest Only, Escrow Waiver, Lender Paid MI, Tax Advantage MI, Estimated Closing, DTI, Credit Grade, Borrower Credit Score, Co-Borrower Credit Score, Foreign National, No Credit Score, Comments, Closing Date, Settlement Date, Lock W/Investor, Investor Lock Expiration Date, Commitment Type, Lead Source, CRA, Gross Buy Price, Net Sell Price, Status, Status Date, Commitment Number, Investor Loan Number, Purchased By Investor Date, Qualifying Income, Total Income, Escrow Waiver Fee, Funded Date, Shipping Received Date, Shipped To Investor Date, Investor Suspended Date, Loan Originator NMLS Number, And Loan Origination Company NMLS Number.
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.