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How to generate the draw period ending alert report for line of credit loan?

This part of the documentation discusses how to generate the Draw Period Ending Alert Report for line of credit loan.

NOTE: This report provides a listing of loans with draw periods ending in the near future. You can specify a look-ahead period in number of days.

To print the Draw Period Ending Alert Report:

  • Click on running Loan Servicing in the left panel of The Mortgage Office®.
  • Click Tasks & Reports. 
  • Under the Line of Credit / HELOC section, click print Draw Period Ending Alert Report.
  • Select Loans by Account. The drop-down choices are:
    • All Loans
    • Select Loans by Account

TIP: If you choose to select loans by account, click the browse two dots lookup tool in the From: & To: fields to choose a range of borrowers. Read more about the lookup tool here.

  • Check Blue Check Box_r 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 dialog to include or exclude loans based on their categories.
  • Specify the look-ahead period in number of days in the Only include loans pending billing in the next __ days field.
  • Click Print button to Print or to Preview the report. For additional information see How to Use the Print Preview Window,
  • Click CANCELto cancel.

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