NOTE: This report provides a per-loan detail of the finance charges assessed for the selected period.
To print the Finance Charges Assessment Report:
- Click on
Loan Servicing in the left panel of The Mortgage Office®. - Click Tasks & Reports.
- Under the Line of Credit / HELOC section, click
Interest Assessment 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 
lookup tool in the From: & To: fields to choose a range of borrowers. Read more about the lookup tool here.
- Check
Exclude borrowers on hold to exclude all borrowers that have been placed on hold; otherwise, uncheck this box.
- Next, use the options found in the Select Reporting Period section and select a range of dates. The available options are:
- All Dates
- This Month
- Last Month
- Last Quarter
- Quarter to Date
- Year to Date
- Custom Period
- Use the From: and To: options to customize the dates.
- If necessary, use the Select Categories to Include or Exclude dialog to include or exclude loans based on their categories.
NOTE: Categories are keywords or phrases that help you create logical loan groups. To learn more read How to Use the Categories Window.
- Click
to Print or to Preview the report. For additional information see How to Use the Print Preview Window. - Click
to cancel.
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