FORMS & REPORTS
For the benefit of our customers, First Data maintains a National Forms and Reports Library containing more than 3,000 federal, state and local documents. We also supply custom forms and reports upon request.

To use the National Forms and Reports Library, Download The Import Instructions

To order custom documents (letters, lender forms, internal documents) and reports, contact our programming manager at 615.361.8404 or e-mail programming@firstdatasystems.com
Attn: programming manager.

Forms - Listed here is a sample of forms provided. A complete listing and examples can be provided with your sales proposal.

State specific government (FHA, FNMA, VA and Conventional) packages: (may vary by state)

• Notes
• Mortgages, Deeds of Trust, Security Deeds
• Riders

Other forms included

• Payment Letters
• Flood Insurance Agreements
• Lead-Based Paint Notification
• Buyer and Seller Name Affidavits
• Title Insurance Commitments, Preliminary Reports
• Title Insurance Policies
• Title Insurance Endorsements
• Multiple Underwriters and States are Available

First Data uses the model forms as released in the Federal Register or state governmental agency. This keeps our customers from being tied to any particular third party forms supplier (SAF, VMP, etc.).

Reports
AIM for Windows

• Orders - received, cancelled, closed, tracking
• Escrow Officer - closed by, assigned to
• Customer - source of business, actual order closed, branch office
• Accounting - bank reconciliation, cancelled checks, check registers

FinancialAccess

• Files in Process
• Policy Liability Aging
• Financial Statements - balance sheet, income statement, budget comparisons
• Customer Invoice Aging - A/R aging
• Customer Statements
• Sales History
• Receipt History
• Purchase Invoice Aging
• Purchase History
• File Profitability
• Ledger Activity