Single Loan Reporting

Guide Steps

A good starting point is on the Loan/Project Overview screen of your desired loan/project.  You can go to sub/lots, legal, detail etc. as well and print a single project/loan report.

1

There are variety of shortcuts available on the Overview screen to quickly access information regarding that loan and printing reports of that information.  Here is the guide on those shortcuts.

2

Clicking on the shortcut to the far left takes you to the financial details area for that project.  Popular reports to print here are:

  • Report Number 19
  • Report Number 20
  • Report Number 147
  • Report Number 19
  • Report Number 284, 284.1, or 284.2

There are plenty more reports to use and check out, but those are the most popular

3

Guide Screenshot Reference

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