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.