Reports

The Reports menu lists all available reports that can run in SF Web. These reports display general or specific information for each loan, lender, and program.

The list of reports include:

• Demographic Analysis

• Loan Listing

• Loan Confirmation

• Exceptions/Deficiencies

Running a Report

1. Click the desired report link under the Reports menu.

2. Select the report criteria such as program, lender, and/or loan to be reported on.

3. Click the Create Report button in the Action Bar to create a PDF report version of the report which can then be saved, printed, or emailed.

NOTE: Adobe Acrobat Reader is required to view the reports

Demographic Analysis

The Demographic Analysis report displays the various demographic statistics for applicable originators and programs. To run this report, click the Demographic Analysis link under the Reports menu then select from the following criteria to narrow the report:

• Agency

• Program

• Lender/Originator

• County

• Loan Dates (Reservation/Commitment Date - Stage Approved Date)

• Check Select/Unselect All option to select or unselect all the choices in a criteria category.

• Click the Next or Previous buttons to move to the next criteria or go to the previous criteria.

• Click the Create Report in the action bar to run the report.

• Click the Clear button to remove all criteria selected and begin anew.

The Demographic Report contains the following sub-reports:

• Originator Summary

• City Summary

• County Summary

•  Household Annual Income

• Household Size

• Loan Amount

• Purchase Price

• Loan Type

• Property Type

• Category Type

• Target/Non-Target

• Interest Rate History

• Interest Rate Ranges

• First Time Homebuyer

• Additional Mortgage

• Gender

• Race

• Ethnicity

• Race by Ethnicity

• Pipeline

• Program Summary

Loan Listing

The Loan Listing report displays all loans by program, and includes basic information on the loan, such as loan number, borrower name, address, amounts and status. Click the Loan Listing link under the Reports menu to automatically run this report.

Loan Confirmation

The Loan Confirmation report is for an individual loan and contains loan information pertinent to the agency. Click the Loan Confirmation Link under the Reports menu to display the Loan Confirmation Report - Quick Search Criteria screen. Enter the search information for the desired loan then click the Search Loans button to display the report.

Exceptions/Deficiencies

The Exceptions/Deficiencies report lists all overdue exceptions by entity. It displays the basic loan information; required document(s) for each loan; type of exceptions/deficiencies for each loan; compliance notes entered for the each document, if any; due date of the document; and the number of days the document is overdue. Click the Exceptions/Deficiencies link under the Reports menu to automatically run this report.

NOTE: This report only includes information on documents and exceptions with an expiration date.