Correcting a Borrower Tax ID Number if a Loan is Identified on the IRS Exceptions Report as Having a Missing or Invalid Tax ID or Social Security Number

• Related Articles

• 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 ...

• How to add Tax Id and Transmitter Control Code information to the IRS 1099/1098 Export

  To submit a 1098/1099 Export to the IRS for end of year reporting Transmitter Control code is a five-character, alphanumeric code assigned to you by the IRS. Tax ID # Is the tax identification number for your company. Open Event Manager and then ...

• Correcting an Investor Loan ID in Servicing Director

  Correct an Investor Loan ID if it was entered incorrectly. Select Investor Accounting. Select Loan. Enter the Loan ID. You are now on the Loan Participation screen. Edit the field named investor Loan ID. ArticleNumber: 000050132

• Setting up Security Permissions for User Groups

  Follow these steps to add and modify a new user group. The attached worksheet is provided as a tool to use when setting up new groups. Groups are set up with permissions for access and update capabilities throughout Servicing Director. Users assigned ...

• Resetting a Servicing Director Customer Self-Service Borrower Profile

  Resetting a Customer Self-Service borrower profile will clear the profile password, security questions, and the rest of the borrowers profile settings. Borrowers can reset their password by answering security questions and verifying a security image ...