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How to generate a pending modifications report for a GTM loan?

This article discusses how to generate a GTM Pending Modifications Report.

NOTE: All GTM loans that have pending (unapplied) modifications are included in the report.

To print the Pending Modifications Report:

  • Click on running Loan Servicing in the left panel of The Mortgage Office®.
  • Click Tasks & Reports from the drop-down menu. 
  • Under the Graduated Terms Mortgages section, click the Pending Modifications Report hyperlink. 
  • In the GTM Pending Modifications Report assistant, click the Select Report Options drop-down to choose to run the report for all loans, or specific loans that you select. 
    • If you choose the "Select Loans by Account option", click on the browse two dots lookup tool in the From: and To: boxes to search for and select the loans by account. 
    • For more information on using the lookup took, click here.
  • Check image-png-Jun-21-2023-06-11-21-2508-PM Exclude Borrowers on Hold to exclude all borrowers that have been placed on hold; otherwise uncheck this box.
  • If necessary, use the Select Categories to Include or Exclude boxes to include or exclude loans based on their categories.
  • Click Print button Print to open a Print Preview window where you have different options for what to do with the report. For additional information see How to use the print preview window.
  • Click Close to exit the print preview window. 
  • Click Cancel to close the GTM Pending Modifications Report assistant. 

 

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