WELCOME TO GMS RLSS ONLINE HELP
The help you need at your fingertips.
To provide staff, management, and funders with a broad spectrum of information related to each loan.
This date defaults to the current date but may be changed by selecting from the calendar. The cutoff date will determine which activity will be included in the report. Any recorded activity with an activity date beyond the cutoff date will not be included in the calculations.
The screen will automatically default to include all loans found within the database. You may override the selection by either entering the loan # or selecting from the combo box. To narrow the selection to only one loan, enter or select from the combo box, the appropriate loan number in both the beginning field and the “to” field.
Using the combo box, select the order in which the data is to appear. Selections include:
# Loan Number.
$ Loan Amount
You may also enter #, A, or $ if do not wish to utilize the combo box. If the sort is to be by Loan Amount, it will be based on the amount in the Loan Master file, Loan Terms tab, Loan Amount field. This does not always match the dollars disbursed.
Options for narrowing selection criteria include:
The following instructions relate to limiting the search to specific Fund(s), and the same instructions apply to each of the potential criteria above.
If you do not wish to include all loans, click on the “funds” tab. All existing funds will be displayed for your selection. To select a fund, move the cursor to the fund to be included and click – it will then be highlighted, indicating loans with that fund are to be included on the report. If you wish to include more funds, hold down the Ctrl key and click on the additional fund to be included. If you select a fund by mistake, hold down the Ctrl key and click on the fund again – the highlighting will disappear, indicating it no longer is to be included in the selection criteria. Continue this process until you have narrowed the search to include only those loans you wish to review.
Set Up Delinquencies
Sometimes it becomes important to include explanatory information in the Borrower Profile report. Selecting the Setup Delinquencies icon allows that information to be entered. Fields are available to enter the delinquent days (how far behind are the payments), the delinquent amount, and associated notes. For example, a loan may not have made a payment for several months, but the borrower is meeting on a regular basis with a small business counselor and a negotiated workout is being arranged. This situation can be documented under “Notes” and then it becomes a part of the report.
Loan Number Select the appropriate loan number.
Delinquent Days Enter the number of days the loan is to be considered delinquent.
Delinquent Amount Enter the amount the loan is to be considered delinquent.
Notes Document any special information to be included in the report.
Clear All Setup Deletes all lines entered in the Setup Delinquencies screen.
Save After entering Loan Delinquencies, you must select Save to retain the information.
Print Prints only information entered into the Setup Delinquencies screen.
Interpreting the Report
Each loan included in the selection criteria and information about that loan will be listed in the report. Some data is pulled directly from the Loan Master file, and some is from the recorded activity to each loan.
Loan Master data includes:
Loan History data includes:
Things You Should Know