Servicing Director Coupon Export Is Not Including Coupons for Every Loan

Servicing Director Coupon Export Is Not Including Coupons for Every Loan

Ordering coupons is a three-step process of creating the export table, followed by ordering the coupons and then creating the export file.

If you review the coupons ordered report and find loans missing, review the checklist below to find which condition applies to the missing loan.


Workaround:

  • Verify that the loan is active.
  • Verify that the Payment Method is set to coupons on the Customer Service Payment screen.
  • Verify that the loan does not have a coupon stop.
  • Verify that the loan Next Coupon Date is less than or equal to the date entered by the user when the coupon export was run.
  • Verify that the Analysis Month is zero.
  • If the loan is an ARM loan, verify that the Next P&I Change Date is less than the Posting Date. 

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