Creating the Servicing Director Loan History Summary Report

Creating the Servicing Director Loan History Summary Report

The Loan History Summary report lists transaction information for loans.

You can view and print this report from various Servicing Director applications.


Listed below are applications that can create the Loan History Summary Report; steps on how to create the report are below the name.

Adjustable Rate Mortgage

  1. Open Adjustable Rate Mortgage.
  2. Click History.

Analysis

  1. Open Analysis.
  2. Click Loan > History.

Collections

  1. Open Collections.
  2. Click Options > History.

Collections Contact

  1. Open Collections.
  2. Click Contact.
  3. Click Payment History.

Customer Service

  1. Open Customer Service.
  2. Click History.

Disbursements Insurance screen

  1. Open Disbursements.
  2. Click Insurance.
  3. Click View Batch.
  4. Click History.

Disbursements Tax screen 

  1. Open Disbursements.
  2. Click Tax.
  3. Click View Batch.
  4. Click History.

Disbursements Miscellaneous Screen

  1. Open Disbursements.
  2. Click Miscellaneous.
  3. Click View Batch.
  4. Click History.

Event Manager

  1. Open Event Manager.
  2. Under Available Events, open Customer Service Reports.
  3. Drag the Loan History Summary Rpt to the Scheduled Instances list.
  4. Click Preview.

Tracking

  1. Open Tracking.
  2. Click Options > History.

Tracking New Insurance Screen

  1. Open Tracking.
  2. Click New Ins.
  3. Click History.

Tracking New Tax Screen

  1. Open Tracking.
  2. Click New Tax.
  3. Click History.

ArticleNumber:

000046512

    • Related Articles

    • Creating the Servicing Director Applications Loan History Summary Report

      The Servicing Director applications Loan History Summary report lists transaction information for loans. You can view and print this report from various applications from a built-in "History" button and the applications will automatically display a ...

    • Creating the Servicing Director Event Manager Loan History Summary Report

      The Servicing Director Event Manager application Loan History Summary report lists transaction information for loans. Open the Event Manager application. View the Event Manager Available Events section of the Event Manager screen. Expand the Customer ...

    • GL Export Summary History Report

      This report lists a history of general ledger activity in the same format as the daily GL Export Summary by account report. Delivered location: system administration report group File name: GLExportSumHist.rpt Delivered criteria: account description, ...

    • Creating a Servicing Director Custom Report

      To create your own report using data from the Servicing Director database. Reports are created in the program Crystal Reports XI, combined with creating a database view to query your Servicing Director database. Prerequisite: Licensed copy of Crystal ...

    • Creating a Servicing Director test server

      You want to create a Servicing Director test server with a copy of your production server data, and after making all the required changes, use the test server for testing and training. The procedure below is for your local IT or system administrator ...