The Mortgage Call Report (MCR) screen allows the user to enter loan origination information required for the NMLS (Nationwide Mortgage Licensing System). The Reporting tab is hidden by default for new users. Ensure to enable the tab in the User Information screen.
- Select a Business Channel.
- Use the Servicing has been drop-down menu to select a service status.
- Select the Exclude Loan from NMLS Report if applicable.
- Select the Report as a HOEPA loan checkbox if applicable.
- If needed, change the Application Date.
- If needed, change the Closed Date.
Origination Information
- Select the Type of Purchaser.
- Select the Action Taken.
- Select the Action Taken Date.
Loan Information
The information in this section is auto-populated. Edit the fields in this section if applicable.
Subject Property Information
This section is auto-populated from the Application > Subject Property screen. Edit fields if applicable.
Loan Origination Information
This section auto-populates the assigned Loan Originators information.
Profit & Loss Information
- Enter the Lender Comp. (compensation).
- Enter the Broker Charges.
- Enter the Commissions Paid.
- Enter the Lender Charge.
- If needed, enter Other Costs.
- Select Save.
