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:
Customer Last Name
Address (Line 1)
Net Monthly Income
Original Amount of Loan
Term of Loan
# of Payments Made
Date of Last Payment
# of NSFs
Date of Last NSF
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.
Location number, control number, account number, deal number. (Underlined sort fields cannot be overridden.)