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How to generate the pending billing & statement report for a commercial loan?

This article discusses how to generate the Pending Billing & Statement Report for a commercial loan.

To print the Pending Billing & Statement Report:

  • Click on running Loan Servicing in the left panel of The Mortgage Office®.
  • Click Tasks & Reports from the menu located on the left of the window.
  • Click nicer looking printer icon Pending Billing & Statement Report under Commercial Loans.
  • Select All Loans or Select 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 square-check-solid Exclude borrowers on hold to exclude all borrowers that have been placed on hold; otherwise, uncheck this box.
    • Only include loans pending billing in the next __ days field: Specify the look-ahead period in number of days.
    • 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 Print button to preview, print, export, or email the report.
      • Click black X Exit Exit in the upper corner of the assistant to exit.

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