Generate Escrow Analysis Report
These steps explain how to print a final analysis report prior to paying off a loan with escrow.
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These steps must be completed prior to escrow and loan closing.
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For refinanced accounts, you can close and refinance a loan on the account and attach the loan to the existing escrow account.
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Launch Tool #297 Create/Preview Escrow Analysis.
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Select the Preview option.
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In the Escrow projection start month field, enter the current month.
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Check the Include loans in paid ahead status in projection start month box.
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In the Member account field, enter the member's base account number and escrow suffix.
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Click the forward arrow.
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