Participation Loan/Inquiry/Update (2)

Screen ID:

Screen Title:

Panel Number:

UPLLOAN-02

Participation Loan Inquiry/Update

2665

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Access this screen by selecting a reference # or investor from the first Participation Loan Inquiry/Update screen.

Dashboard Tips – Questions to Ask When Comparing a Dashboard with Another Dashboard or Report

This screen will look slightly different depending on what was entered on the initial screen.

This screen shows all loans currently attached to investors or the single loan account selected. Use the fields at the top of the screen to choose a different PLI or a different loan account. Use Enter to refresh the screen.

Select a loan account to move to the next screen.

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:

Field Descriptions

Field Name	Description
Account	The participation loan account.
Type	The participation loan account suffix.
Seq #	A sequence number attached to this record. The number is incremented if a loan is added to the same investor multiple times.
Name	The member name.

Reported Month	For FNMA, FHLB and FHMC, this is the last date the loan was reported to the investor. For PART and P360, this is that last date that a settlement work file was posted for the loan.
Reported Balance	For FNMA, FHMC, FHLB, this is the balance on the loan account as of the last time the loan was reported to the investor. For PART and P360, this is the balance on the loan account the last time a settlement was posted for the loan.
Reference	The reference number.

Button

Button	Description
Add (F6)	Use this to attach a new loan account to this investor.
Sort by Reference/Sort by Account (F11)	Use this to toggle sort between account or reference #.
Search Investors (F12)	Use this to view a list of the current configured participation loan investors.