NOTE: This report provides a detailed list of the maximum credit available for each loan. The available credit is calculated based on each loan's credit limit, less all outstanding balances.
To print the Maximum Credit Available Report:
- Click on
Loan Servicing in the left panel of The Mortgage Office®. - Click Tasks & Reports.
- Under the Line of Credit / HELOC section, click
Maximum Credit Available 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. - 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
open the Print Preview window. For additional information see How to Use the Print Preview Window, - Click
to cancel.
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