Number of 1st Mortgage Real Estate Loans/Lines of Credit

Acct Code

Description

Tip for pulling data stored in CU*BASE

959

The number of outstanding loans and lines of credit secured by a first mortgage lien on property.

Note: If all or a portion of 1st Mortgage RE Loans/LOC are not maintained in CU*BASE, include the number of outside vendor loans in this section.

Note: This Account Code was deleted by the NCUA in Sept. 2017.

The preferred method is to auto-populate this data by G/L, loan security code, loan category code or loan purpose code.

To obtain this information from a report, the Selective Loan Trial Balance/Loan Information is the most flexible because it can be run by various loan codes. Choose the code that correlates closest to this NCUA loan category. Be sure to use the quarter end date.

Other CU*BASE report options:

If your loan security codes correlate closest to this NCUA loan category, run the Loan Security Analysis . Select by quarter end date.

If your loan purpose codes correlate closest to this NCUA loan category, run the Loan Purpose Analysis . Select by quarter end date

If your General Ledger accounts for loans correlate closest to this NCUA loan category, run the Member TB Summary by GL Account. Select by quarter end date.

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