Funds committed report
Posted: Sun Mar 10, 2024 5:55 pm
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 report that shows all the requests, do some analysis to determine which lender account has those funds available then assign that lender to the loan/application.
The Financial Activity report seemed to be providing just what I needed. However, when running the report set for itemized by lender, the Principal Disbursed column shows only zeroes.
Also, it would be nice if the report could report how much funds are available on a line of credit loan. I.e., a line of credit has been established for $75k but only $35 has been disbursed. I need to know to keep that $40k available.
Thanks
The Financial Activity report seemed to be providing just what I needed. However, when running the report set for itemized by lender, the Principal Disbursed column shows only zeroes.
Also, it would be nice if the report could report how much funds are available on a line of credit loan. I.e., a line of credit has been established for $75k but only $35 has been disbursed. I need to know to keep that $40k available.
Thanks