Loan First Payment Notices
Contents
Overview of IL628
This report produces notices for new borrowers when their first loan payment is approaching. This report is generally set up to run with your periodic job processing, on a schedule determined by your organization. There are two steps to the process of generating this report. The first is to run the report, and the second is to perform the merge and print of the notices. You perform the merge and print via the DDI Connect merge system. For information on using this function, please reference this page: Merging Documents
To generate the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 628 Loan First Payment Notices. The parameters screen will launch:
You have the following options on this screen:
| Field | Description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Start date | Enter the beginning date for the range you wish to generate notices for. You can type it in mm/dd/yyyy format or click the calendar icon to select a date | ||||||||||
| End date | Enter the ending date for the range you wish to generate notices for. You can type it in mm/dd/yyyy format or click the calendar icon to select a date | ||||||||||
| Loan types | If you wish to filter the statements by loan type, you can do so with this field. To generate statements for selected loan types, you can type the loan type code or codes here, separated by commas, or click the list icon to select from a list of available loan types in the system. Leave the field blank to generate statements for all loan types | ||||||||||
| Original form | This field tells the system what form code to use when creating the original copies of the statements. Click the list icon to select the appropriate form | ||||||||||
| Copy form | This field tells the system what form code to use when creating the copies of the statements. Click the list icon to select the appropriate form | ||||||||||
| Loan number | If you wish to generate a statement for a particular loan, you can do so here. Enter the loan number or click the list icon to select from a list of loans in the system. Leave the field blank to generate statements for all loans | ||||||||||
| Print notices | If selected, this option enables the Merge method field described below. If it is not selected, you will see the pdf report summary, but you will not generate forms to be merged | ||||||||||
| Short version | If selected, this will generate a brief version of the first payment notices, rather than the full detail | ||||||||||
| Merge method | Click the list icon to select the method desired to create the notices. Your options are:
| ||||||||||
| Mailing label |
|
Mailmerge Fields
This report generates mailmerge data (max 50) and has the potential to include the following fields.
Short Version
| Name | Description |
|---|---|
| ProcessDate | |
| MailAddress1 | |
| MailAddress2 | |
| MailAddress3 | |
| MailAddress4 | |
| MailAddress5 | |
| MailAddress6 | |
| MailAddress7 | |
| MailAddress8 | |
| LoanNum | |
| LoanBalance | |
| Rate | |
| RegularPayment | |
| RegPmtCodeDesc | |
| FirstPmtDueDt | |
| MaturityDate | |
| InterestDue | |
| FirstPmtThruDt |
Long Version
| Name | Description |
|---|---|
| Registration | |
| LoanNumber | |
| BaseDate | |
| FirstPaymentDate | |
| Rate | |
| PreviousBalance | |
| CurrentBalance | |
| RegularPayment | |
| SpecialDue | |
| InterestDue | |
| InvSupport | |
| wtotalpymt | |
| wprinpymt | |
| wintpymt | |
| RegularPastDue | |
| SpecialPastDue | |
| InterestPastDue | |
| TotalPastDue | |
| TotalDue | |
| pppdmsg | |
| PaymentType | |
| AddressType | |
| ReceiptMessage | |
| CopyMessage | |
| MailAddress1 | |
| MailAddress2 | |
| MailAddress3 | |
| MailAddress4 | |
| MailAddress5 | |
| MailAddress6 | |
| MailAddress7 | |
| MailAddress8 | |
| CopyAddress1 | |
| CopyAddress2 | |
| CopyAddress3 | |
| CopyAddress4 | |
| CopyAddress5 | |
| CopyAddress6 | |
| CopyAddress7 | |
| CopyAddress8 |
Merge Form Selection Rules
Based on user-provided report criteria
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. You will now see the pdf summary of the notices that were created. Click the icon below to view a sample of this pdf.
You will now want to merge and print the notices. Click below to view a sample of a loan first payment notice.
Security Function
Users must pass the security function listed below in order to run this report.
LNINQ
