Payor Name Check Stub Letters and Checks Report

[MJA-99]

Client has requested listing Payer Name on Check Stub Letters, Check Report and wants to list the Payor Name on FIRPTA/HARPTA as well as SSN/Tax ID of Payor. Since the Payer Name seems to perhaps change for the different contexts/sections of the Check Stub Letters Report, what is the proper way to get this out of the database?

Is there anything that designates the Payer in the database? Would the Payer change for each Check Stub Letter section based on the section and how does that relate to the database so the proper name/ssn is displayed?

The client maintains that their current Check Stub Letters is not printing the correct payer name for FIRPTA/HARPTA/Mortgage Payoff. In addition, I only see that the Buyer SSN/TaxID is listed in the current backing Stored Procedure?

Any help clarifying how to get the Payer Name and SSN for Harpta/Firpta/Mortgage Payoff/etc. and other sections of the Check Stub Letters would be much appreciated.

Thanks,
MJA

[Lisa Ennis]

There are very limited scenarios where we can accurately return the payor information for a disbursement as there can be multiple payors for a transaction. Each disbursement can contain multiple hud lines, each hud line can have multiple charges, and each charge can have mulitiple payors.

I would encourage you to have your client discuss this with their SoftPro implementation specialist since they are still in the implementation phase of using our software. If something isn't working as anticipated, then we would address that as a support issue for the customer.