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How to generate a negative balances report for a trust account?

This article discusses how to generate a Negative Balances Report for a Trust Account.

NOTE: This assistant helps you produce a report per Trust Account, detailing each client with a negative account balance.

To print the Negative Balances Report:

  • Click the users Trust Accounts drop-down in the left panel of The Mortgage Office®.
  • Click Tasks & Reports from the menu located on the left of the window.
  • Under the Management Reports section, click nicer looking printer icon Negative Balances Report.
  • Select a Trust Account from the drop-down menu.

TIP: The list only includes Trust Accounts set to Active.

    • Click PREVIEW blue button no border to open a print preview window containing the report. 
      • To learn how to use the print preview window, click here.
    • Click  or the black X Exit in the corner of the assistant to exit.

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