Print Lender Reports

Navigate: Tax > Billing > Lender Administration > Lender Reports > Print Lender Reports

Description

Print audit reports for Lenders/Service Companies and for Lender/Property Associations as well as correspondence for which data services have been defined (Reports and Interfaces > Data Services).

The Lender-Service Company Report lists Service Companies with the associated Lenders. The report includes:

• Lender or Service Company code and description

• Name and address of the party assigned to the Lender or Service Company

• Group Code of the Lender or Service Company

• Any assigned contacts

• Indicator signifying if do not pay bills are to be produced

• Bill process type (export or print)

The Lender-Property Association Report includes:

• Lender and Service Company codes

• Group code

• PIN

• Owner name

• Loan number

• Total tax amount

• Total paid amount

• Total due amount for the select tax year

SETUP: See Billing, Billing Setup, and Lender Reports for any applicable prerequisites, dependencies and setup information for this task.

Print Lenders and Service Companies Report

1. From the Report type drop-down list, select Lenders and Service Companies.

2. In the Schedule date field, enter or choose the date to send this process to batch.

3. Make a selection from the Sort order drop-down list.

4. Optionally, select or enter search criteria in the Search Options panel to refine the list available Lenders.

5. Select the checkbox in the Search Results panel for each Lender to include in the report.

6. Click Queue Process in the Command Item bar to submit the results to the Monitor Batch Processes screen.

7. Click Close to exit the task.

Print Lender-Property Associations Report

1. From the Report type drop-down list, select Lenders - Property Associations.

2. In the Schedule date field, enter or choose the date to send this process to batch.

3. Make a selection from the Sort order drop-down list.

4. Select the Tax year.

5. Enter the effective date. This is the date that penalty and interest is calculated up to when the report is printed.

6. Select the Calculate penalty and interest checkbox to calculate and include penalty and interest in the report.

7. Optionally, select or enter search criteria in the Search Options panel to refine the list available lenders.

1. Select the checkbox in the Search Results panel for each lender you want to print on the report.

2. Click Queue Process in the Command Item bar to submit the results to the Monitor Batch Processes screen.

3. Click Close to exit the task.

Print Correspondence

1. From the Report type drop-down list, select Correspondence.

2. In the Schedule date field, enter or choose the date to send this process to batch.

3. Define the Notice Options.

4. Optionally, select or enter search criteria in the Search Options panel to refine the list available lenders.

1. Select the checkbox in the Search Results panel for each Lender you want to print on the report.

2. Click Queue Process in the Command Item bar to submit the results to the Monitor Batch Processes screen.

3. Click Close to exit the task.

Report Samples

Lenders and Service Companies

Lender-Property Associations

Common Actions

Lender Import

Lender Maintenance