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.

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