--- title: How to generate the borrower statement of account for a line of credit loan? description: This part of the documentation discusses how to generate the borrower Statement of Account for a line of credit loan. --- [Skip to content](https://help.themortgageoffice.com/knowledge/print-borrower-statements-of-account-lines-of-credit#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Lines of Credit/HELOC](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lines-of-credit-heloc) October 9, 2026 # How to generate the borrower statement of account for a line of credit loan? ## This part of the documentation discusses how to generate the borrower Statement of Account for a line of credit loan. Even though at the time the finance charges are assessed a borrower billing statement is produced, it may be necessary at times to generate a statement of account **on demand**. Unlike the billing statement, the statement of account can be produced for **any range** of dates, and its summary section provides the amount of interest the borrower paid year-to-date as well as for the reporting period. The statement of account can be generated from the grid or from Tasks & Reports.  TIP:Provide a more professional looking statements by incorporating your company's logo. To learn how click [here](https://help.themortgageoffice.com/knowledge/how-to-set-company-logo-for-loan-servicing-reports-and-statements?hs_preview=nnQPQVLT-127413640881&hsLang=en).  NOTE: We suggest pre-printing [Your Billing Rights](https://help.themortgageoffice.com/knowledge/your-billing-rights-notice?hsLang=en) on the reverse side of the billing statement. The statement of account can be generated from the [Lines of Credit Grid](https://help.themortgageoffice.com/knowledge/print-borrower-statements-of-account-lines-of-credit#grid) or from [Tasks & Reports](https://help.themortgageoffice.com/knowledge/print-borrower-statements-of-account-lines-of-credit#tr). ### To print the borrower Statement of Account from the grid: - Click on the ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** drop-down menu in the left panel of The Mortgage Office®. - Click the **Loans** drop-down menu. - Click **Lines of Credit** from the list that drops down. - From the **Lines of Credit** grid, select the loan you want to modify. TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=214&height=25&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to Use Find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hs_preview=HVOdZgqP-118552067706&hsLang=en) and [How to Use the Data Grids.](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hs_preview=iGfLglJv-112766338347&hsLang=en) - Click ![nicer looking printer icon](https://help.themortgageoffice.com/hs-fs/hubfs/nicer%20looking%20printer%20icon.png?width=22&height=20&name=nicer%20looking%20printer%20icon.png) **Print** and from the drop-down choose to print a statement for the selected borrower or for multiple borrowers. - From the dialog box that pops, you have the option to 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 then **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. TIP:Click ![image-png-Jun-18-2023-02-25-53-1453-AM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-18-2023-02-25-53-1453-AM.png?width=19&height=18&name=image-png-Jun-18-2023-02-25-53-1453-AM.png) to open a lookup window that allows you to select a record from a list of existing records. For more details see [How to Use Lookup Windows](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hsLang=en). - **Select Envelope Size**. Select an envelope size from the drop-down list. The available choices are:  - None. Default. No special adjustments are made for window envelopes. - DFS-771 (4 1/8 x 9 in) - Size 9 (3 7/8 x 8 7/8 in) - Size 10 (4 1/8 x 9 1/2 in) TIP: You can use the Window Envelope Alignment tool to adjust the location in which the company's return address and the recipient's address are printed. For more details see [How to use w](https://help.themortgageoffice.com/knowledge/how-to-use-window-envelope-alignment?hs_preview=kUmlinIw-128035185538&hsLang=en)[indow Envelope Alignment tool.](https://help.themortgageoffice.com/knowledge/how-to-use-window-envelope-alignment?hs_preview=kUmlinIw-128035185538&hsLang=en) - Select the **Statement Period** from the list. TIP: If you want to enter From and To dates, select **Custom Period** from the drop-down list. The available options are: - All Dates - Month to Date - Quarter to Date - Year to Date - Last Month - Last Quarter - Last Year - Custom Period - **Select Loan Categories to Include or Exclude.** Use this option 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](https://help.themortgageoffice.com/knowledge/how-to-use-the-categories-window?hsLang=en)[.](https://app.themortgageoffice.com/help/HowtoUsetheCategoriesWindow.html) - Click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=67&height=26&name=NEXT%20in%20blue%20box.png) **Next.** - **Select Borrowers** presents a list of borrowers based on the criteria and options you entered in the prior step. You may individually check or uncheck borrowers you do not want to send a statement to. TIP: You can use the **Select All** and **Clear All** hyperlinks near the bottom of the window to check or uncheck all borrowers on the list. NOTE: You won't be able to proceed to the next and final step unless **one** or **more** borrowers are selected. - Click ![NEXT in blue box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/NEXT%20in%20blue%20box.png?width=67&height=26&name=NEXT%20in%20blue%20box.png) **Next.** - Click ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Aug-02-2023-06-04-41-6778-PM.png?width=149&height=26&name=image-png-Aug-02-2023-06-04-41-6778-PM.png) to preview the statements, and ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Aug-02-2023-06-10-08-6336-PM.png?width=161&height=26&name=image-png-Aug-02-2023-06-10-08-6336-PM.png) to send statements to the list of borrowers via E-mails. - Click **Edit Message** to open a dialog window and edit the E-mail message text. The message can be a maximum of 1,024 characters long. - **![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) Override delivery options and preview statements for all selected loans** will allow you to override the delivery options in the borrower file and will preview statements for all of the selected loans regardless of options chosen. - **![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) Create attachments** will save a copy of the statement in the borrower's file. - Click ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-26-2023-04-29-08-2466-PM.png?width=65&height=24&name=image-png-Jul-26-2023-04-29-08-2466-PM.png) or the grey **X** in the corner of the assistant to exit. TIP: To know more about how to use the print preview window, click [here.](https://help.themortgageoffice.com/knowledge/how-to-use-the-print-preview-window?hsLang=en) ### To print the borrower Statement of Account from Tasks & Reports: - Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®. - Click **Tasks & Reports.** - Under the Line of Credit / HELOC section, click ![print](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/print.png?width=15&height=15&name=print.png) **Borrower Statement of Account.** - **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](https://help.themortgageoffice.com/hs-fs/hubfs/browse%20two%20dots.png?width=25&height=27&name=browse%20two%20dots.png) lookup tool in the From: & To: fields to choose a range of borrowers. Read more about the lookup tool [here.](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hsLang=en) - **Select Envelope Size**. This selection aligns the location of the borrower's address on the statement with several commonly available window envelops. The drop-down choices are: - None (best for sending the statement via e-mail or exporting it to PDF format) - DFS-771 (4-1/8 x 9) - Size 9 (3-7/8 x 8-7/8) - Size 10 (4-1/8 x 9-1/2) - Next, use the options found in the **Statement Period** section and select a range of dates. This selection determines the amount of activity printed on the statement as well as the period-to-date and year-to-date information displayed in the summary section of the statement. NOTE: If you select All Dates from the list, the statement will **not** report any year-to-date interest. - The available options are: - All Dates - Month to Date - Quarter to Date - Year to Date - Last Month - Last Quarter - Last Year - Custom Period TIP: If you want to manually 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](https://help.themortgageoffice.com/knowledge/how-to-use-the-categories-window?hsLang=en)[.](https://app.themortgageoffice.com/help/HowtoUsetheCategoriesWindow.html) TIP: You may, as many times as needed, use the ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Aug-08-2023-07-14-27-6871-PM.png?width=64&height=22&name=image-png-Aug-08-2023-07-14-27-6871-PM.png) **Next** and ![BACK blue button without border](https://help.themortgageoffice.com/hs-fs/hubfs/BACK%20blue%20button%20without%20border.png?width=61&height=21&name=BACK%20blue%20button%20without%20border.png)**Back** navigation buttons to retrace your steps and make changes. - Click ![NEXT blue button without border](https://help.themortgageoffice.com/hs-fs/hubfs/NEXT%20blue%20button%20without%20border.png?width=67&height=22&name=NEXT%20blue%20button%20without%20border.png) **Next.** - The next step, **Select Borrowers,** presents a list of borrowers based on the criteria and options you entered in the prior step. By default, all borrowers are selected to receive a statement, but you may individually uncheck borrowers you do not want to send a statement. TIPS: - You can use the **Select All** and **Clear All** hyperlinks near the bottom of the window to check or uncheck all borrowers on the list. - The **Export to Excel** hyperlink will download all ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) checked borrowers to your computer's Downloads folder. NOTE: You won't be able to proceed to the next and final step unless **one** or **more** borrowers are selected. - Click **Next,** which brings you to the **Preview or E-mail Statements** dialog box with the following options: - ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) Override delivery options and preview statements for all selected loans - ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png) Create Attachments - The **Window Envelope Alignment** hyperlink brings up the following options under **Select Envelope Style:** - DFS-771 (4-1/8 x 9) - Size 9 (3-7/8 x 8-7/8) - Size 10 (4-1/8 x 9-1/2) - Once you've chosen an envelope style, press ![APPLY](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/APPLY.png?width=15&height=15&name=APPLY.png) **Apply** or ![Cancel icon\_NO border\_r](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/Cancel%20icon_NO%20border_r.png?width=15&height=15&name=Cancel%20icon_NO%20border_r.png) **Cancel.** - Click **![black X Exit](https://help.themortgageoffice.com/hs-fs/hubfs/black%20X%20Exit.png?width=16&height=15&name=black%20X%20Exit.png)** to bring you back the **Preview or E-mail Statements** dialog box. - To preview a statement, click ![print](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/print.png?width=15&height=15&name=print.png) **Preview Statements**. For additional information see [How to Use the Print Preview Window](https://help.themortgageoffice.com/knowledge/how-to-use-the-print-preview-window?hsLang=en). - To email a statement, click ![envelope-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/envelope-solid.png?width=15&height=15&name=envelope-solid.png) **Email Statements**. - To edit a message, click ![edit message](https://help.themortgageoffice.com/hs-fs/hubfs/edit%20message.png?width=14&height=14&name=edit%20message.png) **Edit Message** to edit the message text. 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