Loans Imported into Servicing Director From E3 Do Not Include Tracking Records (Tax Bill Records) in the Tracking Module

Loans Imported into Servicing Director From E3 Do Not Include Tracking Records (Tax Bill Records) in the Tracking Module

When you import loans from E3 into Servicing Director, you may find that the imported loans do not include an expected Tracking record (tax bills) in the Tracking Module.


Environment:

Tracking Module in Servicing Director

Workaround:

A possible cause of this issue is you have your Tax Vendor setup with Automated Tax Service Set Up.

If this option is selected, loans imported from E3 will not include tax bill records.

To view your Tax Vendor setup, do the following: 

  1. Open the System Administration Table Setup Vendors screen.
  2. Select the Vendor Name.
  3. Click Edit.
  4. Unselect the Automated Tax Service Set Up check box.

ArticleNumber:

000066607