How to build a Mortgage Roll

Modified on Wed, 23 Nov 2022 at 08:59 AM

1. Double-click the Mass Billing icon in Parallels.

2. Click the Mortgage Tape button.

3. Select the drive (X,Y, or Z drive on this PC) to send the Mortgage Roll to.

4. The Zip File box is permanently checked. Click the radio button for either All Years: Only Accounts with Balance Due or Current Year All Accounts/Prior Years: Only Accounts with Balance Due. Check the box to Substitute Confidential Owner Output for SB 247 Accounts. Click the Finish button.

5. Find them in the drive that was selected for the Output Folder.

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