Creating a New Servicing Director Loan Template

Creating a New Servicing Director Loan Template

If you are adding many loans that share the same characteristics, you can use a loan template to save time when you enter profile information for a loan. When you select a template in the loan set up profile screen, Servicing Director completes for you the fields that you completed in the template.


  1. Open Loan set up, select options, select Template-Loan.
  2. Select New.
  3. Enter a Template code then select Setup Template.

ArticleNumber:

000050129

    • Related Articles

    • Creating a Servicing Director Custom Letter

      The procedure below describes how to create your own Servicing Director letters using data from your Servicing Director database. You create the letter using your own copy of Microsoft Word or Crystal Reports to create a custom template document. For ...

    • Creating the Servicing Director General Letter Word Mail Merge Event

      The General letter is a basic letter with a basic borrower name and address block,your company name, and the loan ID. This letter is designed as a basic template and made to fit into a #10 left-window envelope. This letter comes in both the Crystal ...

    • Creating a Servicing Director Custom Report

      To create your own report using data from the Servicing Director database. Reports are created in the program Crystal Reports XI, combined with creating a database view to query your Servicing Director database. Prerequisite: Licensed copy of Crystal ...

    • Creating a Servicing Director test server

      You want to create a Servicing Director test server with a copy of your production server data, and after making all the required changes, use the test server for testing and training. The procedure below is for your local IT or system administrator ...

    • Creating a New Servicing Director Legal Status

      A legal status is used to prevent specific transactions on a loan(s). Go to System Administration and select Table Set Up. Select Legal Statuses and then select Open. Click New. Enter a code for the status. Enter a description for the status. Select ...