No of Other Real Estate Loans - Open-End Fixed Rate YTD

Acct Code

Description

Tip for pulling data stored in CU*BASE

986B

The number of loans/lines of credit granted year-to-date in this second mortgage real estate loan category.

If these loans are grouped by loan category code, Tool #552 New/Closed/All Accounts Dashboard can be used.  Select 1/1/YYYY to quarter end date  and the appropriate loan categories. View the number of records analyzed in the top right section.  

Run Tool #554 New/Refinanced Loan History Report. Use disbursement date range 01/01/YYYY to end of quarter and filter the loans as appropriate.  Review the Summary Report for disbursement totals.

Another option is to run Tool #788 Selective Loan Information Report (Trial balance output) by quarter end date. On the Date Information tab, for ‘Opened’ enter 1/1/XX to quarter end date and filter the loans as appropriate.

 

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.