Adding a Payee in the Title Company Drop-Down in Document Tracking

Adding a Payee in the Title Company Drop-Down in Document Tracking


Adding a Payee in the Title Company drop-down in the Customer Service Application under Document tracking.

The Document Tracking Screen records import information on various Loan Documents, Much of this information is included in the Export file being sent to MERS.

To access the Edit Document Tracking screen, open Customer Service, and then select Other > Document Tracking.


  • Access the System Administration Module
  • Table Setup
  • Mers Members
  • Edit
  • Available Types
  • Select Title Company and add under Assigned types

ArticleNumber:

000049945

    • Related Articles

    • Making a Disbursement Check Payable to Customer and Payee

      To select multiple payees in Servicing Director. Certain states require checks for taxes to be payable to borrower and the tax authority. To select Multiple Payees in Servicing Director, follow the steps below. Select the Tracking Module in Servicing ...

    • Adding Vehicle as Loan Type

      To identify loan as a Vehicle Loan by adding Additional "Consumer" Loan Type in the drop-down in the Loan Information screen in Customer Service. Vehicle Information can be added in the Collateral Screen in Customer Service Application. Select System ...

    • Overview of Task Tracking

      Task Tracking uses task, task rules, projects, and statuses to help users manage workflow in Servicing Director: Tasks: A task is a single unit of work at the loan level, such as Contact borrower or Send letter. A task can be independent (a ...

    • Built-in document details

      The Servicing Director applications have several built-in documents, which are documents automatically created by clicking an application button made for the documents. The Customer Service, Collections, Disbursements, and Tracking applications all ...

    • Setting up Loss Draft Tracking

      To enter information about a loss draft claim , including an insurance claim and a miscellaneous information System Administration select Table Setup select Loss Draft Tracking Template As part of the investor and loan type requirements regarding ...