Participation Loan Delinquency Analysis

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LPLDEQSC-01

Participation Loan Delinquency Analysis Report

5667

LPLDEQ

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Access this screen by selecting Tool #578: Particip. Loan Delinquency Analysis Rpt.

Helpful Resources

Visit Show Me the Steps for easy instructions on using Automated Reports to create, change, and delete report settings.

Screen Overview

This report identifies delinquent participation loans by investor. The investor owned portion of delinquent balance is listed in the appropriate day range. It is modeled after the Loan Delinquency Analysis which lists the CU owned portion of the delinquency.

This report can be run anytime that you want to review the delinquency position of your participation loans. The report will page break by investor.

With the December 2022 release the loan delinquency analysis is now broken down by to 60-89 days and 90-179 days to match the delinquency day ranges now required by the NCUA for the 5300 Call Report.

How Do I Save/Retrieve My Report Settings?

For more details on setting up this feature, refer to the Automating Reports and Queries booklet, available on the CU*BASE Reference page. 

This report can be used with the “Report Scheduler,” a time-saving automation feature that allows you to select and save the filters you use to run several commonly used reports and then set these reports to be run automatically by our operations staff on the first of the month.  Or you can save the settings and run them manually by yourself at any time.

o save your report settings, first select your filters, including printer (can be a physical printer or the HOLDxx or MONTHxx OUTQs).  Then select Save Settings (F24).  On the next screen name your settings (we recommend adding your name!), and designate whether you wish to run this manually or if you wish for operations to run the report.  At a later time, use Retrieve Settings (F23) to populate the screen with the settings you have saved.  You can also edit your settings using Retrieve Settings (F23).  All saved settings can be viewed on the Report Automation: Standard Reports screen.

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.