Loan Adjustment Statements
Overview of IL449
Once Loan Relief Processing has been run, you are able to run the Loan Adjustment Statements report to generate notices for your borrowers. For information on how to run the loan relief processing, please reference this page: Loan Relief Processing. To run the loan adjustment statement report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 449 Loan Adjustment Statements. The parameters screen will launch:
You have these options:
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Start date | Enter the beginning date for the range you wish to generate notices for. You can type it in a mm/dd/yyyy format or click the calendar icon to select the date | ||||||||
| End date | Enter the ending date for the range you wish to generate notices for. You can type it in a mm/dd/yyyy format or click the calendar icon to select the date | ||||||||
| Merge Method | Click the list icon to select the method desired to create the notices. Your options are:
|
Mailmerge Fields
This report generates mailmerge data (max 50) and has the potential to include the following fields.
| Name | Description |
|---|---|
| LoanNum | |
| Registration | |
| Rate | |
| RegPmt | |
| AdjustDt | |
| NewRate | |
| NewRegPmt | |
| NextAdjustDt | |
| AmortDt | |
| LoanBal | |
| Counter | |
| Addr1 | |
| Addr2 | |
| Addr3 | |
| Addr4 | |
| Addr5 | |
| Addr6 | |
| Addr7 | |
| Addr8 | |
| BusinessDt | |
| AdjustFrequency | |
| NextPmtDt |
Merge Form Selection Rules
| Form | Description |
|---|---|
| LAS |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click start. The system will generate a pdf with the processing results. Click below to view a sample of this pdf.
In order to print the notices for your borrowers, you must first merge the documents, which is done via the Merge System. For information on how to merge and print documents, reference this page: Merging Documents. Click below to view a sample loan adjustment statement.
