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

ArticleNumber:

000048658

    • Related Articles

    • Transferring Servicing Director Loans in Bulk from One Investor to Another

      To transfer loans in bulk from one investor to another, you can create a loan transfer import file based on a specific layout, and then run the Loan Transfer Import event in Event Manager. We recommend that you perform this procedure in your test ...

    • Explanation of Servicing Director Permanent Comments Feature

      This is an explanation of the Permanent Comments feature: The data for Permanent Comments (either in Collections or Customer Service modules) is stored in the Contact table, Comment field (Contact.Comment) There is one to one record here, so ...

    • Investor Accounting Adding Loans to Loan Transfer Batches

      After you set up loan transfer batches on the Batch Setup screen, use the New Participant screen to add loans to loan transfer batches. Loan ownership is transferred when the loan transfer batch is posted. The New Participant screen displays the ...

    • Servicing Director Repricing Matured Loans

      Users should monitor the Loans Maturity Detail Report for loans that are due for repricing, and then review the Unapplied report that shows a list of all loans with a positive figure in the unapplied balance field. The Unapplied report also shows the ...

    • Overview of Construction Loans

      To process construction loans in Servicing Director, you must first set up the system for construction loans as follows: Set up a company to allow construction loans. Set up cost codes and cost code templates. Set up inspections and assign the ...