artoflkp.blogg.se - 1098 window envelope address template

This includes all the tags for the regular Statement, as well as a set of report-specific tags like report name and report date ranges.

Report Header – Per Loan – this template can be set as the header for any single-loan reports, such as Ledger Transactions, Payment Distribution, and Amortization Schedules.

It has all the Statement tags plus tags specific to a single Principal or Escrow disbursal record.

It can also have some other interesting uses, such as a disbursal letter when loaning additional funds on an existing loan.

Printed Check – use this template to print a check or other disbursement.

It has all the tags from the Statement type plus additional per-payment tags for the payments that are scheduled. The template will be rendered once for each scheduled payment due date within the selected date range on the Print Template window.

Payment Voucher – use this template for creating booklets of payment vouchers for your borrowers.This is definitely the most common template. Statement, Letter or Contract (aka Statement) – use this template for letters about the loan to the borrower.Purpose – the purpose of the template determines which tags are available when printing the template, and also where in Moneylender the template will be used. The name will appear on the Servicing menu if applicable, as well as in the drop-down of templates to choose from on the Print Template window and the Edit Report window.ĭescription – enter further details about the template to help distinguish between similar templates, if desired. Template Name – enter a name for the template. You can find this window from Servicing > Manage Templates and clicking the New (plus) button, or selecting a template and clicking the Edit (pencil) button. Form 1098 - Mortgage Interest Statement.Copy Selected Loans to a Different Portfolio.How to Manage Inventory of Assets with Cost Basis