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Function
Loan Servicing Worksheets creates two Excel worksheets to aid in monitoring loans making payments and Conversations entered for loans not making payments during a selected timeframe for one or more funding sources. This supplement may also be used to create backup documentation to support the Colorado Department of Housing report. Excel Worksheet 1 is created for all Repayments made for specified Funding Source(s) during a selected timeframe. Worksheet 1 includes Activity Date, Loan ID, Loan Name, and Repayment Amount. Excel Worksheet 2 lists all Conversations for loans meeting the specified criteria but not appearing on Worksheet 1. Operating Instructions
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