Print Collection History Screen

The Print Collection History screen is used to print collection history for single or multiple loans at the same time. Histories are printed in a statement format with page breaks by loan number. The history section displays monetary transactions combined chronologically with collection comments, event letters, and interest rate changes. After the history, all property addresses, up to 100, will be displayed.

Generally, this screen would be used when you need to send copies of collection activity to outside sources such as PMI companies, investors, or attorneys. It would also be helpful in presenting collection activity to your institution’s management for specific loans (such as pre-foreclosures). These statements can also be exported as a text file so you can send them electronically to third parties.

To print the histories, enter the start and stop date you want history for, then input all loan numbers. Note: The office and account number fields are designed for rapid entry. You only need to enter the office and loan number; no check digits. In addition, the office number for the first loan entered will remain in the Office field, so for additional loans you only need to enter the body of the loan number. When you change office numbers, the same applies; just enter that office number one time and it remains.

See the following example of this screen, followed by field descriptions:

Loans > Collections > Print Collection History Screen

Buttons:

	Click this button to print the collection history for all accounts that are in the list view.
	Click this button to look at the print job before you print it.
	Click this button to display the Page Setup dialog, which lets you specify how the printed page will look.
	Click this button to export this information to Report Manager or wherever you would like it.
	Click this button to delete the selected account in the Account Number list view. You can delete all the accounts in the Account Number list view by selecting the Delete All checkbox, then clicking <Delete>.

Field Descriptions

Account Number list view	This list view displays all the account numbers that you have entered to print history for. Note: The account numbers are not saved when you leave the screen.
Start Date	In this field, enter the date from which you want the history to start. If you enter both the start date and end date, history will be displayed from that range of dates. If just the start date is entered, history will be displayed from that date to the current date. If just the stop date is entered, history will be displayed from the date the account was first opened to the date you entered in the Stop Date field. If both fields are blank, the system will display all history items. Enter the date using MMDDYYYY format, or use the drop-down calendar to select the date.
Stop Date	In this field, enter the date at which you want the history to end. If you enter both the start date and end date, history will be displayed from that range of dates. If just the start date is entered, history will be displayed from that date to the current date. If just the stop date is entered, history will be displayed from the beginning when the account was first opened to the date you entered in this field. If both fields are blank, the system will display all history items. Enter the date using MMDDYYYY format, or use the drop-down calendar to select the date.
Office	.In this field, enter the office number for the account for which you want collection history. Note: The office and account number fields are designed for rapid entry. You only need to enter the office and loan number; no check digits. In addition, the office number for the first loan entered will remain in the Office field, so for additional loans you only need to enter the body of the loan number. When you change office numbers, the same applies; just enter that office number one time and it remains.
Account Number	In this field, enter the account number for which you want collection history. Note: The office and account number fields are designed for rapid entry. You only need to enter the office and loan number; no check digits. In addition, the office number for the first loan entered will remain in the Office field, so for additional loans you only need to enter the body of the loan number. When you change office numbers, the same applies; just enter that office number one time and it remains. An alert message will be displayed if an invalid loan number is entered, if a loan does not have any collection history, or if the same loan number is entered more than once.
Delete All	If you want to delete all the account numbers in the Account Number list view, select this field, then click <Delete>.