Create Purchase Report using Cash to Close

Once a customer has been created, click ont he customer to start a new purchase report.

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  1. Click on New Report

  1. Click Next

  1. Click on Purchase
  2. Check Total Cash Available for Closing
  3. Enter Total Cash Available for Closing amount
  4. Click Next

  1. Choose the Option 1 Product (HECM CMT5, CMT 10 or HECM Fixed)
  2. For CMT 5 or CMT 10 enter in the Margin
  3. Choose the Option 2 Product (All Cash, Conv 15 yr., Conv. 30 yr., or HECM Fixed)
  4. For Conv, 15 yr. or Conv. 30 yr. enter in the Rate
  5. Click Next

  1. View the HECM Tool Report for a Purchase using cash to close.

To Save the Report

  1. Click Report Icon

  1. or Click Customer Icon