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    Account Summary-SRV
    • 16 Aug 2020
    • 3 Minutes to read
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    Contents

    Account Summary-SRV

    • Updated on 16 Aug 2020
    • 3 Minutes to read
    • Contributors
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    Article Summary

    Purpose and Usage

    Reports in this Set will allow the ability to view the accounts that are being serviced. This will give you a good snapshot of the serviced portfolio. For Example, you will be able to tell who is on Autopay and what account is not or who is current vs. past due.

    FAQs

    How can I see who has available credit?

    This report will show what the consumer current line of credit is and the amount available credit. This information can be used to upsell or add additional services to the consumer.

    Field Definitions

    Column NameDefinitionExample
    ProgramName of the CompanyXYZ Marketing
    LocationLocationXYZ Marketing
    Account #XXXTT4XXXTT4
    Contract #7 Character Random Account Number uniquely assigned by our systemTQKH435
    Client External IDUnique ID assigned by you and given to us during the origination process, or via a data updateStudent Number, Patient Number, Client Number as some examples and length and type can vary widely by client
    StatusProvides detail about the Contract StatusActive, Closed
    Contract Status/Sub StatusProvides more detail about the Contract StatusCurrent, Past Due, Write-Off Review, Client Cancel
    CodeType of accountSRV
    Active DateDate the account went active01/01/0000
    Note DateDate the contract was signed01/01/0000
    Interest RateThe interest rate for that consumer17.90
    TermThe number of months that the contract is for24
    1st PMT DateThe date of the consumers 1st payment02/01/0000
    PMT Due DayThe day of the month that the consumers payment is due12
    Next Due DateThe date of the consumers next payment02/01/0000
    PMTThe amount that the consumer must pay$287.10
    PMT OverrideThe amount over the minimum amount due$500.00
    Past Due AmountThe dollar amount that the consumer is past due on$0.00
    Min PMT DueThe min amount that the consumer must pay$287.10
    Delq DateThe day after the missed payment12/02/0000
    Delq DaysThe number of days that the account is delinquent14
    Delq Days EOMThe number of days the account will be delinguent at the End of the month44
    Auto Pay TypeThe type of card that the consumer has set up autopay withMastercard, Visa, Discover, Checking, None
    Credit ChargesThe amount that the consumer has financed$2,649.00
    Credit LineThe amount of credit that the consumer can charge$2,000.00
    Credit BalanceThe consumer current balance$2,649.00
    Credit AvailableThe amount of credit that the consumer has available$7,351.00
    Amount FinancedThe amount that the consumer has financed$2,649.00
    Total Amt PMT’sTotal amount of payments that has been made on the account$1,254.67
    PMT’s MadeThe number of payment that the consumer has made on the account8
    Prin AdjAmount that was adjusted off of the principle balance- $3059.00
    Prin PdThe amount that the consumer has paid towards the principal balance$ 287.10
    Prin BalThe balance of the principal amount$ 4,210.90
    Int AccruedThe amount of interest that has accrued on the account$120.53
    Int AssessedThe amount of interest that has been charged to the account$ 0.00
    Int PdThe amount of interest that the consumer has paid on the account$143.79
    Int BalThe amount of interest that is left to pay on the account$203.42
    Fees AssessedFees that have been added to the account. NSF and Late fees$25.00
    Fees PdThe amount of fees that the consumer has paid on the account$10.00
    Fees BalThe amount of fees that is left to pay on the account$15.00
    Payoff AmtThe amount the consumer would need to pay the account off$7,454.42
    Zero Balance DateDate that the account balance went to zero12/01/0000
    Closed DateDate that the account was closed12/01/0000
    What's Next