Loan Insurance Expiration Notices
Contents
Overview of IL609
This report searches for loan insurance records that are expiring within the date range you select, and creates mail merge notices that can be sent to your borrowers. This report can be scheduled to run during your periodic job processing, on a schedule determined by your organization. To run the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 609 Loan Insurance Expiration Notices. You will see this parameter screen:
Report Criteria
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Start date | Enter the beginning date of the rage you wish to use for this report. You can type the date in mm/dd/yyyy format or you can click the calendar icon to select a date | ||||||||
| End date | Enter the ending date of the rage you wish to use for this report. You can type the date in mm/dd/yyyy format or you can click the calendar icon to select a date | ||||||||
| Loan number | If you wish to run the report for a specific loan number, you can enter it here or click the list icon to select from a list of loans in the system. Leave this field blank to generate the report for all qualifying loans | ||||||||
| Loan types | If you wish to limit the report to one or more loan types, you can enter that information here. Type one or more loan type codes, separated by commas, or click the list icon to select from a list of active loan types. Leave this field blank to generate notices for all loan types | ||||||||
| Loan categories | Comma delimited list of loan categories | ||||||||
| Print notices | Toggle to create statements, if selected the merge method, original form, and copy form criteria fields are enabled | ||||||||
| Merge method | Click the list icon to select the method desired to create the notices. Your options are:
| ||||||||
| Original form | Form code selection used to select merge template to send loan expiration notice to constituent deemed the borrower | ||||||||
| Copy form | Form code selection used to select merge template to send to constituents earmarked to receive a copy of the loan expiration notice |
Mailmerge Fields
This report generates mailmerge data (max 50) and has the potential to include the following fields.
| Name | Description |
|---|---|
| Account | |
| LoanNum | |
| ProcessDate | |
| Rate | |
| PolicyNum | |
| InsuranceExpDate | |
| FormMessage | |
| FormTitle | |
| MailAddress1 | |
| MailAddress2 | |
| MailAddress3 | |
| MailAddress4 | |
| MailAddress5 | |
| MailAddress6 | |
| MailAddress7 | |
| MailAddress8 | |
| CopyAddress1 | |
| CopyAddress2 | |
| CopyAddress3 | |
| CopyAddress4 | |
| CopyAddress5 | |
| CopyAddress6 | |
| CopyAddress7 | |
| CopyAddress8 | |
| CopyType | |
| CCBorrower | |
| CCBeneficiary | |
| CCRemitter | |
| BorrowerName | |
| InsuranceCoBox | |
| InsuranceCoPhone | |
| InsuranceAgentBox | |
| InsuranceAgentPhone |
Merge Form Selection Rules
| Form | Description |
|---|---|
| Original Form | Established via report criteria, historically was LIX3 |
| Copy form | Established via report criteria, historically was LIX4 |
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 first generate a pdf output of the loans matching the criteria you specified. Click the icon below to view a sample of this output.
If you elected to generate notices, you will now have to merge and print them. This is done via the Merge Forms system. For information on using the Merge Form module, reference this page: Merging Documents
- From the DDI Connect main menu, double-click Merge Forms System
- Double-click Merge Print Requests. You will see a screen similar to this one:
Locate the batch that you wish to merge, and click the box to the left of it to select. Then, click the Merge button:
The system will prompt you with a message like this one:
Click Start. The system will now merge the batch, and you will see output similar to this. Click the icon to see a sample of the loan insurance expiration notices.
You can now print the notices.
Security Function
Users must pass the security function listed below in order to run this report.
LNINQ
