Adding Comments In Bulk To Servicing Director Loans

Adding Comments In Bulk To Servicing Director Loans

Servicing Director delivers the Bulk Comment Event in Event Manager, which allows you to add the same comment to multiple loans.
 
For the Bulk Comment Event, the following conditions must be met:

Only loans that are "active" are selected.
Only primary borrowers are selected.
Only the current borrower is selected on assumed loans.
Only the primary active investor is selected.

You can set up and run several instances of the event, each time for a different comment and for a different set of loans.
The criteria options for the event are quite flexible to allow you to select the loans you want to affect.

If you needed many different comments going to many different loans and the Bulk Comment Event will not work for you, then you will need to do it manually in the screens, or find a way to do it programmatically yourself, or you could engage fee-based Professional Services for the project.

Please review the Servicing Director Help Topics (F1) for more specific information about the Bulk Comment Event

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