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Commitment Schedule

Commitment Schedule

Owned by Matthew Garrett
Last updated: Feb 24, 2019


     

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There are several commitment schedule reports available within TFS.

The available reports include:

  1. Client Applications/Commitment Schedule - All
  2. Client Applications/Commitment Schedule - All (external)
  3. Client Applications/Commitment Schedule - Current
  4. Client Applications/Commitment Schedule - Current (external)


 External reports make the broker the financier as long as the Undisclosed? field is set to Yes.


There are three ways to view the Commitment Schedule Reports.


 Opening the Commitment Schedule Reports (Reports Screen) - Click here to expand...
  1. From the File menu, select Reports OR Press the Reports icon ().
  2. Select Current Client from the Select Report Category drop-down list.
  3. Select the required report.
  4. Press the Preview or Print button to preview or print the Commitment Schedule Report.
 Opening the Commitment Schedule Reports (Client Overview Screen) - Click here to expand...
  1. From the Client menu, select Overview.
  2. Press the Print Preview icon .
  3. Select the required report.
  4. Press the Preview or Print button to preview or print the Commitment Schedule Report.
 Opening the Commitment Schedule Reports (Applications Screen) - Click here to expand...
  1. From the Client menu, select Applications.
  2. Press the Print Preview icon ().
  3. Select the required report.
  4. Press the Preview or Print button to preview or print the Commitment Schedule Report