To charge off and close a loan, use Tool #1006 Write Off / Charge Off Loans and choose Charge Off. The loan account will be closed and a record written to the write-off/charge-off history dashboard. You MUST include a reason for closing the suffix. write off write-off writeoff written off written-off writtenoff charge off charge-off chargeoff charged off charged-off chargedoff

Yes, both a write-off and a charge-off feature, in fact. A written-off loan is still collectible whereas a charged-off loan is released from debt and closed. Both steps are recorded as part of the CU*BASE written-off/charge-off loan history database. (Use the link below to learn more about this database and associated dashboard.) To write off a loan, use Tool #1006 Write Off / Charge Off Loans and use the write-off option. This reclassifies the loan but it is still retained on the member r  More...

An ANR activation date is required for standard ANR deactivation processes to remove a negative balance limit. In some cases, this may not work as expected. Work with your collections department to monitor your negative balance accounts and remove limits as needed using the Work Collections dashboard, accessed by selecting Tool #982 Work Collections . Use this screen to update the negative balance limit https://help.cubase.org/cubase/UANRLMT-1.htm

Tool#333 Dealer Trial Balance / Reserve Calc. Rpt. can be used to run a report showing dealer names and all member accounts attached to each dealer. The report can also calculate the total reserve amount for each loan, by multiplying the loan disbursement amount by the reserve percentage configured for each individual dealer. When ready, use Enter to produce the report. Please also review the Online Help for this tool in case you have further questions regarding setting parameters for this tool  More...

Use Tool #229 Collections Dashboard/Summary to view historical delinquency information for selected loan categories over three time periods. Note: The Yesterday , Last week , and Last month date titles are only defaults, and the dates can be changed to view other historical data.