This report provides a per-loan detail of the finance charges assessed for the selected period.
To print the Interest Charges Assessment report:
- Click on
Loan Servicing in the left panel of The Mortgage Office®. - Click Tasks & Reports from the menu located on the left of the window.
- Click Interest Assessment Report under the Commercial Loans section.
- Select All Loans or Selected Loans by Account from the drop-down list.
TIP: When you choose Select Loans by Account you must enter starting and ending account numbers in the From and To input fields. You can enter the same starting and ending account number to select a single loan, or you can enter a logical range to select multiple loans. For example, if you enter HBT as the starting and ending accounts, all loans with account numbers starting with HBT will be included.
- Check
Exclude borrowers on hold to exclude all borrowers that have been placed on hold; otherwise, uncheck this box. -
Select Reporting Period. Use the reporting period options to 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
TIP: If you want to enter From and To dates, select Custom Period from the drop-down list.
- 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 Print
to preview, print, or email the report. - Click
Exit in the upper corner of the assistant to exit.
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