Loans & Obligations

Under the Loans, Mortgage & Other Accounts section of the Home page you will find all of your loan accounts by Customer Number, showing the Available Commitment, Accrued Interest and Balance as of the end of the previous business day.

To see more information on a particular account, click the magnifying glass to show the transaction history as of the previous business day.  By default this screen will display transaction history for the past 30 days. You can see additional transaction history by changing the default Date range and clicking View.

Also, from the Loan Account Detail screen, notice that you can access your other accounts by selecting them from the Account drop down box. Click the View button to see transaction history on an account you selected from the Account drop down.

The Account History can be Exported into the following formats: HTML, Comma Delimited, Tab Delimited, PDF and Plain Text. To export the Account History, click the Export button, select the Format and click Generate Report.

To view additional detail on the transactions shown in the Account History section, click on the View Additional Detail button. The succeeding screen titled Loan Transaction History Detail will show you how the transaction amount(s) were applied across Principal, Interest and Other amounts.