This report is produced when All Borrowers By Status is selected from the Reports drop-down list. The report is a listing of all borrower loans, grouped by Loan Status. Each detail line identifies the borrower and the loan, and provides principal amount and balance information for the loan. The report detail lines are grouped/sorted by:
Loan Status
Social Security Number
Summary report totals are also provided.
The following is a sample All Borrowers By Status report:
The data elements which comprise the All Borrowers By Status report are described in the following table:
|
Column Name |
Description |
|
Detail Lines |
|
|
Social Security Number |
Borrower's social security number. |
|
Last Name |
Borrower's last name. |
|
First Name |
Borrower's first name. |
|
Payment Amount |
The regular payment amount for this loan. |
|
Principal |
The loan's principal amount. |
|
Principal Balance |
The loan's principal balance. |
|
Loan Name |
The loan name. |
|
Status |
The current loan status code. All loans in each status grouping will have the same status code value. See Loan Status Codes for more information. |
|
Status Totals Line |
|
|
Loan Status Description |
The description of the loan status grouping represented by the loan status codes in the previous detail lines. |
|
Loan Count |
The total number of loans that have this status. |
|
Principal Amount |
The total principal amount of all loans that have this status. |
|
Principal Balance |
The total principal balance of all loans that have this status. |
|
Report Totals |
|
|
Borrower Total |
The total number of borrowers. |
|
Loan Total |
The total number of loans. |
This report retrieves all Loan data (and associated Customer information) from the CLM database that meets the following conditions:
The loan is not deleted
A separate report detail line is created for each loan that is retrieved from the database.