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To provide cash-flow projections related to loan portfolio, including five year projections of principal to be repaid, interest to be paid, total payments expected, and projected loan balances.
This will determine the loan balances reflected on the report, and the “five years” are 12-month periods following the cutoff date.
This will default to all loans in your portfolio but may be edited by entering the loan numbers or selecting from the drop downs.
Report may be sorted by loan number or alphabetically.
Options are included to project Principal to be repaid, Interest to be paid, total Repayment expected, and projected loan Balances
Options for narrowing selection criteria include:
The following instructions relate to limiting the search to specific Funds, 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.
Things You Should Know