Loan Payment Notification
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Contents
Overview of IL653
The Loan Payment Notification report finds loans with a regular payment status and a last payment date that is less than or equal to the date you select. The report allows you to create notices or simply run the report in preview mode. The report output includes information such as loan type, borrower name, loan number, loan balance, interest rate, last payment date, regular payment amount and amount past due. To run this report:
Report Criteria
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Base date | Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||||||||
| Loan types | If you wish to report on one or more loan types, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active loan types in the system. Leave the field blank to report on all loan types | ||||||||
| Loan categories | If you wish to report on one or more loan categories, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active loan categories in the system. Leave the field blank to report on all loan categories. | ||||||||
| Loan payment codes | Search loans based on current regular payment code values | ||||||||
| Loan number | To run the report for a particular loan, type the loan number here or click the list icon to select from a list of loans in the system. Leave the field blank to run for all loans | ||||||||
| Notice form | Type the form code you wish to use or click the list icon to select from a list of active merge forms in the system | ||||||||
| Merge Method | Click the list icon to select the method desired to create the notices. Your options are:
| ||||||||
| Include loan paid via ACH | When checked: All loans paid via ACH are excluded from results When unchecked: All loans are included regardless of ACH indication | ||||||||
| Include loan paid via ACH | When checked: All loans paid via ACH are excluded from results When unchecked: All loans are included regardless of ACH indication | ||||||||
| Sort by | You can choose to sort by Loan Number, Zip Code (Borrower) or Zip Code (Remitter) |
Mailmerge Fields
This report generates mailmerge data (max 50) and has the potential to include the following fields.
| Name | Description |
|---|---|
| RegPin | |
| LoanNum | |
| BorrowerAddress1 | |
| BorrowerAddress2 | |
| BorrowerAddress3 | |
| BorrowerAddress4 | |
| BorrowerAddress5 | |
| BorrowerAddress6 | |
| BorrowerAddress7 | |
| BorrowerAddress8 | |
| RemitAddress1 | |
| RemitAddress2 | |
| RemitAddress3 | |
| RemitAddress4 | |
| RemitAddress5 | |
| RemitAddress6 | |
| RemitAddress7 | |
| RemitAddress8 | |
| TypeCode | |
| LoanBalance | |
| Rate | |
| LastPaymentDate | |
| NextPaymentAmount | |
| NoticeText | |
| LastPaymentAmount | |
| EscrowSummary | |
| DueSummary | |
| RegPaymentAmount | |
| LastPaymentSummary | |
| ACHSummary |
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 |
Report Examples
If you elected to generate notices, you will now have to merge the documents. Click below to view a sample loan payment notice.
