Loan

Reports in the Loan category contain information on individual loans. If the selection parameters used for the report are for multiple loans, then information on separate loans will be shown on separate pages.

Reports in the Loan category are:

Forms

Report	Description	Sample
Commitment Payoff Notice	Payoff Notice showing the balances due as of the payoff date entered for all loans under a commitment.
Confirmation Letter	Confirmation Letter showing current principal balance and interest paid within a specified date range.
Coupon Book	Loan Payment Coupon Book showing payments between dates or for entire loan term.
Payoff Notice	Payoff Notice showing the balances as of the payoff date entered.

Loan Reports

Report	Description	Sample
Credit Bureau History Report	Credit Bureau History Report showing credit reports sent to bureaus in selected date range.
Loan Amortization Schedule	Amortization Schedule for existing loans. If Participant option is checked, the payments are distributed by ratio of original amounts, rules are not applied.
Loan Report	Loan Report showing standard fields and user defined detail fields as one loan per page. Please select a single Loan Portfolio if Loan UDFs are used. Please select a single Contact Type if Contact UDFs are used.
Simple Amortization Schedule	Simple Amortization Schedule printed without accessing the Add Loan screen.

Loan Setup Reports

Report	Description	Sample
ACH Setup Report	Report showing loans set up with ACH within the specified date range.
Credit Bureau Setup Report	Report showing the setup for loans reporting to credit bureau(s).
Interest Only Term Report	Report showing the date when regular repayment starts at the end of the interest only period.
Loan Setup Report	Report showing loan setup fields.
Recurring Transactions	Report showing how loans are setup for recurring transactions for loans opened in the date range selected.

Transactions

Report	Description	Sample
Commitment History	Commitment Transaction History with running principal or loan balance. Transactions for all the loans under the Commitment are presented in this report.
Loan History	Loan Transaction History with running principal balance.
Loan History Summary	Loan Transaction Summary with running principal or loan balance. Each group of like transactions is summarized into a single line.
Loan Participant History	Loan Transaction History showing only participated loans and participant transactions with running balance. Loan Group selection denotes participants to be shown.