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How to generate the pending billing & statement report for a line of credit loan?

This part of the documentation discusses how to generate the Pending Billing & Statement Report for a line of credit loan.

NOTE: This report provides a listing of loans pending finance charge assessment and billing statement.

To print the Pending Billing & Statement 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 Pending Billing & Statement 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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