Lender Reports

Navigate: ClosedTax > Billing > Lender Administration > Lender Reports

Description

Print audit reports for Lender-Service Company associations or for Lender-Property associations.

Steps

Use this task to:

  • Print Lender Reports - Print a Lender-Service Company association report or a Lender-Property association report for selected lenders and/or service companies.

Prerequisites

Billing

  • Maintain Lender and Service Company  – Lenders and service companies must exist.

  • Update Lender PIN Associations – At least one PIN must be associated with a Lender or a Service Company.