Loan reports, letters, and refinance tools support servicing, compliance, and communication workflows.

Loan Reports and Letters

The Loan Summary Reports menu may include:

• Statement of Account
• Loan Amortization
• Past Due Notice
• Mortgage Interest Statement
• Loan Payoff Request
• Escrow Statement when escrow applies

Some reports require a date range, year, payoff date, or escrow year.

Emailing Loan Letters

Some loan letters can be emailed to the client after a preview is generated.

Before sending, review:

• Letter name
• Client
• Recipient email
• Subject
• Body preview

If the client does not have a valid email address, CDM may prompt for a recipient email or allow updating the client record.

External communication should be reviewed carefully before sending.