Loans
This section displays an overview of all Loan accounts available, if you have more than one Loan account. Simply click on the Account Number to see detailed information.
 allows a customer to download transactions in CSV, BAI2, or PDF/Print format
 allows a customer to search their transactions
Balance Information
- Account Number: the account number is masked, displaying only the last three digits.
- Balance Information
- Balance: The current balance of the account
- Unadvanced Line of Credit:
- Original Balance: original loan balance
- Original Date: the date the loan was created
- APY: Interest Rate for interest calculation
- Current Interest Due: Total Interest accrued and unpaid
- Payment Due on Due Date: Payment amount due if different from your regular payment
- Regular Payment: Regular monthly payment as defined in your loan agreement
- Payoff: if present, the payoff amount. If not present, contact the financial institution for amount.
- Account Activity
- Unadvanced Amount:
- Maturity: current maturity of the loan
- YTD Int Paid: Total Interest paid in the current year
- Last Year Int Paid: total interest paid last year
- Last Payment: the date of the last payment posted
- Next Payment: date of next payment due, If past due displays in red
- Current Principal Due: portion of payment to be applied to principal
- Current Interest Due: portion of payment to be applied to interest
- Current Escrow Due: portion of payment to be applied to escrow
Account Services
- Statements: directs you to documents>statements for this account
- Notices: directs you to documents>notices for this account
- Submit payment: a quick link to the move money screen to schedule a payment.
Each transaction can be reviewed in detail by clicking the > to the right of the transaction:
By doing so, it will display the screen below.
- Notes :add a note to this transaction by clicking the pencil icon
- Images: add an image to this transaction by selecting the +Attach Image link:
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Customer Portal
