Mortgage Call Report (MCR)

  1. Scroll to the Admin section in the left hand navigation.

  2. Click MCR Report.

    Note

    Access to the MCR Report link is limited to system administrators and users assigned the reporting role.

    MCR Reports left hand menu

  3. Select the Quarter option drop-down.

    Mortgage Call Report Data, Quarters drop down

  4. Select the desired time period. The drop-down list reflects a quarterly 2-year history.

    Drop down options quarters

  5. Review the screen. It lists all applicable files specific for the quarter time frame selected. An alert message identifies loans that are missing required data.

    Mortgage Call Report Data

    The alert triggers from the following data points:

    • Subject Property State,

    • Loan Amount, Pricing Information (amortization type, fixed payment years, loan type),

    • Property Type,

    • Loan Purpose,

    • Loan Officer,

    • Broker Compensation

  6. Click the Filters drop down to refine the results to your preference as you review the mortgage call report data.

    Filters Drop down options

    • Missing Data

    • AC010: Applications In Process at the Beginning of the Period

    • AC020: Applications Received

    • AC030: Applications Approved but not Accepted

    • AC040: Applications Denied

    • AC050: Applications Withdrawn

    • AC060: File Closed for Incompleteness

    • AC062: Pre-Approval Requests Denied

    • AC064: Pre-Approval Requests Approved but not Accepted

    • AC070: Loans Closed and Funded

    • AC080: Applications in Process at the End of the Period

    • AC100: Conventional

    • AC110: FHA-Insured

    • AC120: VA-guaranteed

    • AC300: Home Purchase

    • AC320: Refinancing

  7. Select the Missing Data option under Filters to focus instantly on files missing requiring data.

    Mortgage Call Report Data screen

    Files with missing data are designated with an exclamation iconWarning icon on the right side.

    Files missing data with the warning icon

  8. Click the exclamation iconWarning icon to see missing data for the file.

    Note
    The Edit Loan Data link in the lower right corner offers quick file access for data input. The loan number is a hyperlink to the full loan file.

    Missing Broker compensation, edit loan data

    Make all necessary data updates and/or corrections. Refresh the page after changes have been made.

  9. Click Download Report. A CSV file is saved to the Downloads folder.

    Alternatively, click Download as XML.

    CSV report, downloads