---
title: Generate Lender Statement of Accounts - Faster
description: Activate enhanced lender statement generation for faster, customizable reports with multi-channel delivery. Contact your CSM to get started today.
---

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[![The Mortgage Office](https://get.themortgageoffice.com/hs-fs/hubfs/TMO4Asset%204.png?width=300&height=100&name=TMO4Asset%204.png "The Mortgage Office")](https://www.themortgageoffice.com/)

Lender Statement of Account | The Mortgage Office

Coming Soon

This enhanced functionality is rolling out now. [Get early access →](https://get.themortgageoffice.com/generate-lender-statement-of-accounts-faster#activate)

 Loan Servicing  /  Tasks & Reports

# 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 Overview](https://get.themortgageoffice.com/generate-lender-statement-of-accounts-faster#walkthrough) [See how it works ↓](https://get.themortgageoffice.com/generate-lender-statement-of-accounts-faster#how-it-works)

Video Overview

## Watch the full walkthrough

This short overview covers the entire statement generation process — from selecting lenders to hitting Deliver Statement.

[Hands-on Tutorial — Practice this workflow interactively](https://tour.themortgageoffice.com/s/fcyRKq)

Step-by-Step

## How statement generation works

Navigate to **Tasks and Reports** in TMO, find **Lender Reports & Notices**, and select **Lender Statement of Account** to begin.

1

### 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

2

### 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

3

### 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

Distribution

## 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.

#### Print

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.

Early Access

## 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.

[![TMO-logo-SecondaryLeft-Reverse-RGB](https://get.themortgageoffice.com/hs-fs/hubfs/TMO-logo-SecondaryLeft-Reverse-RGB.png?width=900&height=150&name=TMO-logo-SecondaryLeft-Reverse-RGB.png "TMO-logo-SecondaryLeft-Reverse-RGB")](https://www.themortgageoffice.com/)

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