Guide Steps
This will export the following items for a found group of loans/projects in a CSV format that can be easily opened and manipulated in Excel
- Loan Number
- Loan Name
- Product Category
- Warehouse Player
- Date Closed
- Date Matured
- Original Maturity Date
- Loan Disbursements
- Loan Budget
- Other Fund Source Budget
- Percent of Budget Paid
- Date of Last Voucher/Draw
- Appraisal Date
- Percent Loan to Value
- Loan Status
- Date Building Complete
- End of Interest Only Date
- Course of Construction Ins. Expiration
- Loan Interest Rate
- Notes Field
- Alert Field
- General Contractor Player
- Borrower Player
1
First navigate to Loans Detail and Find the group of loans you want to export the data for (all active loans, all commercial loans, etc)
Then click the Actions button and select Export Loans from API
2
If you want all the fields exported in the first step click the Move All button, you can change the order of the fields being exported as well
We suggest using the Move All and then just deleting what ever columns you don’t use in Excel
Then click the Export button
4