Search found 3 matches

by bobyon
Sun Mar 10, 2024 5:55 pm
Forum: Statements and Servicing
Topic: Funds committed report
Replies: 1
Views: 4840

Funds committed report

I'm attempting to find, or create, a report that will show me what funds have been requested by potential borrowers. I've entered those fund requests as applications with minimal details. My thought is to initially assign to a bogus lender I simply named unassigned. Then hopefully be able to run a r...
by bobyon
Sun Mar 10, 2024 6:35 am
Forum: Statements and Servicing
Topic: email multiple reports to borrower
Replies: 1
Views: 2563

email multiple reports to borrower

I'd like to send and email to each of my borrowers. Some borrowers have multiple loans. I'd prefer to send one email to each borrower with 2 reports per loan in a single email.

Is that possible? If so, how?
by bobyon
Sun Mar 10, 2024 4:36 am
Forum: Statements and Servicing
Topic: BorrowerFormattedName
Replies: 1
Views: 2574

BorrowerFormattedName

How is Borrower1FormattedName configured? Can it be adjusted?

For my reports it is only display the borrowers first and last name. I expected it to include borrower company name but I'm not seeing that?