Review Unfunded Loans (2)

Screen ID: IPLNEW-02 images\4081g_shg.gif
Screen Title: Unfunded Loan Report
Panel ID: 4081
Tool Number: 768
Report: IPLNEW
    Click here to magnify

Access this screen by selecting loan category (or categories) and using Enter on the first Review Unfunded Loans screen.

This screen provides detail on loans that are open on the member file, but do not exist on the participation loan file. This report can help to identify new loans that should be added to the participation loan file. For government investors like Fannie Mae, this report can identify loans waiting to be funded.

Column Descriptions

Column

Description

Loan Account

The loan account number and suffix.

Name

The member name.

Loan Category

The loan category.

Principal

The principal balance from the member file.

Open Date

The loan open date from the member loan file.

Last Payment Date

The last payment date from the member transaction file.

Buttons

Button

Description

Print Report (F14)

Use this to print the report.

Report Sample

 

For complete details on the PL system, including configuring the necessary codes, creating participation loan records, processing investor settlement and using various reports, refer to the appropriate booklet.