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Exporting the Mortgage Bills

Purpose

Use this procedure to export data specifying the taxes due for the properties that the mortgage company is responsible for.

Prerequisites

The levy process has been completed.

Procedure

  1. In PACS Collections, choose File > Export > Mortgage Billing.

    The Export Mortgage Billing Information dialog box is displayed.

    MortPmt_04Export

  2. Complete activities 1-3 described on the dialog box. For activity 1, review the following options:

    Note In activity 3, click the [] button to specify a file path and name for the export file.

  3. Click Export Info.

    When the export is complete, the PACS Export dialog box is displayed.

    MortPmnt_ExportComplete

  4. Click OK.
  5. In the Export Mortgage Billing Information section, text is displayed indicating that the mortgage billing information has been exported and generated.

    MortPmnt_ExportComplete

Result

The system creates two separate files: the summary file (which you can view by clicking View Summary) and the file that you named and saved in the Select a filename for the Mortgage Billing Export output section.

The file that you named and saved in the Select a filename for the Mortgage Billing Export output section is what you need to send to the mortgage company. You can send the file to all companies that request this information.

Note If you selected All Property with bills, PACS automatically names the file property_2018.