How to Set Up Investor Information for a Master Servicer

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• Viewing Billing Activity for a Master Servicer

  To view billing activity for a Master Servicer: Select Subservicing. Select Bill Activity. Choose Bill then select details. Environment: Subservicing ArticleNumber: 000053938

• Investor Accounting Setting Up Loan Transfer Batches

  Use the Batch Setup screen to set up loan transfer batches when you want to transfer ownership of loans from your institution to an investor or from one investor to another. Loan ownership is transferred when the loan transfer batch is posted. After ...

• Locating Fee Methods or Fee Percentage for the Master Servicer of Subservice Loans

  Select Subservicng Select Fee Profile, then Edit You will then be able to see the Master Servicer Fee Method / Fee Percentage ArticleNumber: 000054943

• Printing the Master Servicer’s Name on All Documentation

  You want to know how to print the actual owner of the loan on all the documents going out to the borrower. Select Master servicing Select Setup Tab Check the Print Name on the Letters box ArticleNumber: 000050145

• Investor Accounting Posting Loan Transfer Batches

  Post loan transfer batches after you set up a batch and add all loans that you want to transfer ownership for. Some loans in a batch may not post. If Servicing Director finds problems with the information entered for the loans in the batch, it lists ...