To prepare an amortization schedule, complete the following steps:
- Click on the Presentation tab in the left navigation bar. Then select Amortization Schedule instead of the Total Cost Analysis, and click the Choose a loan to export drop-down.
- From the drop-down, select the loan for which you want an amortization.
- Click the Preview Amortization Schedule button to see a full amortization for that loan.
Note: If you have any reinvestment payments set up, the right side of the amortization will reflect how the loan is affected by the reinvestment. The left side will be the amortization without the reinvestment. - You can download the amortization by clicking Download at the bottom lower right corner of the Amortization Schedule Preview screen. This will save the schedule as a CSV sheet locally to your computer. You can then open the sheet using Excel, make any modifications you need, and send it out to the borrower.
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