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Report: Underwriting Data Report and Export

To generate a spreadsheet for external underwriters.

How to Run
This is run from Main Menu - - Reports. Set the date range through the end date to be reported. Active deals in the date range will be reported.

This report will create a spreadsheet with the following columns:
  • Control No.
  • Vehicle Make
  • Vehicle Model
  • Vehicle Year
  • Customer Last Name
  • Address (Line 1)
  • City
  • State/Province
  • Postal Code
  • Own/Rent/Other
  • Employer Name
  • Occupation
  • Net Monthly Income
  • Date Funded
  • Original Amount of Loan
  • Balance Owing
  • Payment
  • Internal Score
  • Budget Amount
  • Interest Rate
  • Term of Loan
  • # of Payments Made
  • Date of Last Payment
  • # of NSFs
  • Date of Last NSF
  • Delinquency Status
  • Account #
  • Deal #
  • Full Name
  • VIN

    You will have the option to tell the export where to save this file and what its name should be. The corresponding report contains fewer fields than the spreadsheet. It is intended that the spreadsheet itself be sent to the underwriter.

    How Sorted
    Location number, control number, account number, deal number. (Underlined sort fields cannot be overridden.)

    Internal Name