This enhanced functionality is rolling out now. Get early access →
Generate Lender Statements
of Account — faster.
A redesigned workflow in Tasks and Reports makes it easier than ever to produce, customize, and deliver professional lender statements across your entire portfolio in a few clicks.
Watch the full walkthrough
This short overview covers the entire statement generation process — from selecting lenders to hitting Deliver Statement.
How statement generation works
Navigate to Tasks and Reports in TMO, find Lender Reports & Notices, and select Lender Statement of Account to begin.
General Settings
A window opens to configure the basics.
- Select all lenders, a single lender, or a range — plus envelope size
- Choose your Statement Period: All, Month to Date, Last Year, Custom Period, and more
- Filter by lender category to include or exclude specific groups
Select Sections & Options
Fine-tune the content that appears on each statement.
- Visual reports including charts and graphs
- Funding activity and trust account details
- Exclude inactive lenders from distribution
- Additional data sections to match your reporting needs
Final Steps & Delivery
Set your distribution preferences, optionally add a custom message, then click Deliver Statement.
- Preview the attachment before sending
- Confirm recipients with View Recipients
- No need to revisit the tool after delivery — it handles everything
Four ways to deliver statements
Choose one or any combination of delivery methods for each generation run.
Email as PDF
Send statements as attached PDFs directly to each lender's email address on file.
Lender Portal
Publish statements directly to each lender's online portal. Requires Online Portals to be active.
Generate physical copies for lenders who prefer or require paper statements.
Save to Lender Record
Automatically attach the statement as a document inside each lender's TMO account.
Ready to activate this for your account?
This feature is rolling out now. Fill out the form and your Customer Success Manager will reach out to get you set up.
- Flexible statement periods and lender filtering
- Multi-channel delivery in a single generation run
- Charts, graphs, trust account details, and more
- Custom message support for personalized outreach
- Statements automatically saved to each lender record
Get Early Access
Your CSM will follow up within one business day.