Amt of Real Estate Loans - Fixed Rate 15 Years or less

Acct Code

Description

Tip for pulling data stored in CU*BASE

704B

The total amount of loans outstanding in this first mortgage real estate loan category.

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

Tool #467 Loan Maturity Analysis Report can be used. Choose to calculate the length of time to maturity from "open date" and filter using the code that correlates closest to this NCUA loan category. Use 000 to 180 months for the maturity range. Be sure to use the quarter end date.

Tool #788 Selective Loan Information Report may also help to provide this information. Filter using the code that correlates closest to the NCUA loan category. Be sure to use the quarter end date.

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.