Delinquents by Lender

Navigate: ClosedTax > Delinquent > Reports > Delinquents by Lender

Description

Print a report by lender or lender within a service company. This report is useful, for example, to discover a missing payment file or incorrect bills in a file. The report can be run for multiple tax years. Several sort options are available.

The report shows the service company (if selected), lender, current owner, PIN, tax year. There are totals of tax, interest, penalties, and fees per PIN, per lender, and per service company, plus a grand total.

Steps

  1. On the Print Delinquents by Lender Report screen, select the options for your report:

    • Enter the From tax year and To tax year for delinquent bills you want to include on your report.

      NOTE: The tax year is used for comparison on tax year of the bills in the group.
      If a group has 2006 and 2008 bills and you enter 2008, only the 2008 bills will print on your report.
      If a group has 2006 bills and you enter 2008 bills, no bills will print on your report.

    • Select the search type from the Service company/Lender drop-down list. You can chose Service Company, Lender, Lessor, or Mobile Home Park.

    • Select the Sort by option for your report. You can choose from owner, PIN, or AIN.

    • Select the Report format you want for your report.

  2. Select all, some, but at least one of the Service companies or Lenders (depending on your previous choice) to report on.

  3. Select flags in the Flags to Include grid to determine which cases will be included in the search results.

    4. EXAMPLE

    PIN

    Flags Applied to PIN

     Flags to Include Grid Settings

    Will PIN be returned in the search?

    101

    Bankruptcy - Chapter 7
    NSF

    Match All:
    Bankruptcy - Chapter 7, NSF

    Yes, matches the criteria for inclusion

    102

    Bankruptcy - Chapter 7

    Match All:
    Bankruptcy - Chapter 7, NSF

    No, does not meet criteria for inclusion

    103

    Bankruptcy - Chapter 7

    Match Any:
    Bankruptcy - Chapter 7, NSF

    Yes, matches the criteria for inclusion

    104

    none

    Match Any:
    Bankruptcy - Chapter 7, NSF

    No, does not meet criteria for inclusion
  4. Select flags in the Flags to Exclude grid to determine which revenue objects will be excluded from the search results.
  5. Follow the same steps as for the Flags to Include grid to add flags until the list is complete.
  6. Select match all or match any. This specifies whether or not an object has to have all the flags or any of the flags attached to it to be excluded from the search.
  7. If all, then the search will exclude from the results bills that match all flags in the grid.
  8. If any, then the search will exclude any bills that have any one of the flags in the grid.

    9. EXAMPLE

    PIN

    Flags Applied to PIN

     Flags to Exclude Grid Settings

    Will PIN be returned in the search?

    101

    Bankruptcy - Chapter 7
    NSF

    Match All:
    Bankruptcy - Chapter 7, NSF

    No, it meets the criteria for exclusion

    102

    Bankruptcy - Chapter 7

    Match All:
    Bankruptcy - Chapter 7, NSF

    Yes, does not meet criteria for exclusion

    103

    Bankruptcy - Chapter 7

    Match Any:
    Bankruptcy - Chapter 7, NSF

    No, it meets the criteria for exclusion

    104

    none

    Match Any:
    Bankruptcy - Chapter 7, NSF

    Yes, does not meet criteria for exclusion

  9. Select the Schedule date and time when you want to process your report. The default date and time is set when you open the task.

  10. Click Print to generate your report. Use Monitor Batch Processes to track the progress of the report. After the print file is generated, you can print the reports.

Report Sample

Delinquents by Lender Report