Mortgage Coupon Information Screen

You can print coupons for families to include with their mortgage payments. They are produced as 1/3-page coupons specifying each monthly mortgage payment (including escrow and other charges) to be made by the family. Open the Reports screen then choose Finance > Mortgages > Coupons.

The coupon pages are designed so they can be cut between the horizontal gray bars, stapled on the left and given to the homeowner as a coupon book. The coupons are given serial numbers so they can easily be reassembled into the right sequence if needed.

The coupon header contains information required by the Consumer Financial Protection Bureau (CFPB).

Field Name

Type

Description

Beginning Date

Entry

This date should be the first day of the month you want for the first coupon.

Ending Date

Entry

This date should be the first day of the month you want for the last coupon.

Month(s)

Read-only, calculation

The number of months between the Beginning Date and the Ending Date.

Homeowner(s)

List

Choose << All Homeowners >> to print coupons for all of the homeowners with active mortgages. You can select only some homeowners by selecting them separately.

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