Changing or Deleting an Incorrect Loan Number

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• Deleting a Loan

  You want to know how to delete a loan. There is no delivered process within Fusion Servicing Director to edit or delete a Loan Number once a Loan is set to active. The workaround is to pay off the loan with the incorrect Loan Number. The loan will ...

• Changing a Service fee

  A incorrect service fee was entered in the loan participation screen. Go to Investor Accounting Module>Loan>enter loan ID that needs to be corrected>service fee>New Enter values, these values must be after the most recent payment. You will then see ...

• Correcting a Borrower Tax ID Number if a Loan is Identified on the Tax ID Number Errors Report as Having a Missing or Incorrect Tax ID Number

  This article explains how to correct a loan that appears on the Tax ID Number Errors Report because it has a borrower who is missing a tax ID number or has an incorrect tax ID number set up in the system. This has to be corrected before a loan and ...

• Changing the Loan Due Date

  A loan was activated in Servicing Director with the incorrect loan due date. Follow the steps below to correct it. To verify that your first payment due date matches the loan due date: Select Customer Service then the Date screen. Verify the first ...

• Changing the Investor on a Individual Loan in Servicing Director

  When a loan is boarded with the incorrect investor ID, the ID can be changed with the procedure below. You will need to do an investor loan transfer. First you will need to set up a loan transfer batch then you will need to add the loan to the batch. ...