Loan Follow-Up Letters
Overview of IL465
The Loan Follow-Up Letters report scans all loan records and determines whether or not the loans require follow-up letters. Circumstances that would traditionally require follow-up would be unadvanced commitment amounts or other user-defined document codes that are configured within the Loan Documentation Setup. You can opt to generate the report only, or generate merge documents to send the follow up letters to your borrowers. For assistance in configuring the letters, please contact DDI Client Support. The report output includes information such as the loan number, loan status, borrower PIN, borrower Name, Beneficiary PIN (if applicable), Beneficiary Name (if applicable), Remitter Found, Monitor Code, Processor Code, Age of the loan, % of documents received, commitment age and last advance age. The report output is grouped by age of loan not advanced. To generate this report:
- From the DDI-Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 465 Loan Follow-Up Letters. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Loan Categories | To run the report for a specific loan category, enter the category here or click the list icon to select from a list of active categories within the system. Leave this field blank to report against all qualifying categories | ||||||||
| Loan | To run the report for a specific loan, enter the loan number here or click the list icon to select from a list of active loans within the system. Leave this field blank to report against all qualifying loans | ||||||||
| Account | To filter the report results by a specific account number, enter the number here or click the Search icon to locate the account you wish to report against | ||||||||
| Monitor | If you wish to report against all loans assigned to a particular monitor, you can do so here. Enter the monitor code or click the list icon to select from a list of active loan monitors configured within the system | ||||||||
| Create Notices | If you wish to generate letters for your borrowers, select this box. To run just the report, de-select this box | ||||||||
| 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 |
|---|---|
| actionDate | |
| address1 | |
| address2 | |
| address3 | |
| address4 | |
| address5 | |
| address6 | |
| beneficiaryName | |
| borrowerName | |
| carbonCopy | |
| cityState | |
| commitAmt | |
| commitDate | |
| currentDate | |
| documentTable | |
| interestRate | |
| lastAdvanceDate | |
| loanNum | |
| maturityDate | |
| processorName | |
| remainAdvanceAmt | |
| regPmt | |
| priorityNum |
Merge Form Selection Rules
Based on Loan Form Code Selection
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 the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
