#834 Loan Servicing Worksheets
This new supplement will create two different Excel spreadsheets. First, select your Loan Fund(s) and then select the From and To dates. The first worksheet includes all Repayments received within the specified timeframe and will list the Loan #, Loan Name, Activity Date, Repayment Amount, and Totals for number of clients and Repayment Amounts. The second worksheet will list all loans that are not included in the first worksheet that have Conversations for the selected timeframe. This worksheet will list Loan #, Loan Name, Conversation Date, Conversation and if the loan has a $0 balance that will be noted and will total the number of clients on the report. Colorado clients reporting to the Colorado Division of Housing will find these worksheets meet their reporting backup documentation needs.
costs
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# Licensed Users
1 - 2 Users
3 - 4 Users
5+ Users
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Purchase Price
$200.00
$250.00
$310.00
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Annual License/Maintenance
$30.00
$37.50
$46.50
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