YTD number commercial loans/participations sold but did not retain servicing

Acct Code

Description

Tip for pulling data stored in CU*BASE

1063A

Report the number (including unfunded commitments) of commercial loans sold year-to-date with servicing rights not retained. This is the commercial loan amount sold not the current balance outstanding.

This data can be auto-populated by G/L, loan security code, loan category code or loan purpose code.

The following reports may help to provide the business loan information; Tool #489 Mbr Trial Balance Summary by G/L Account or Tool #788 Selective Loan Information Report.

One or more automation routines are available for this Account Code. Click $images\ebx_543273246.gif$ to select from the available routines and configure the data.

The NCUA provides detailed descriptions on the Call Report Account Codes in their comprehensive Call Report Instructions available with the current Call Report on the http://www.ncua.gov website.

For more information about the 5300 Call Report Software, open the book.