Payment Rules Setup Screen
Use the Payment Rules Setup screen to add, change, or delete payment rules.
To access the Payment Rules Setup , select System Administration > Table Setup > Payment rules.
Click Open - Payment rules list: Lists all payment rules set up in servicing director, along with their codes
- New: Click to add a payment rule to the new payment rules screen
- Edit: Click to open the payment rules screen where you can change information for payment rules
- Delete: Click to delete the selected payment rule from the list. You cannot delete a payment rule that is currently in use
- Close: Click to return to the previous screen
ArticleNumber:
000055096
Related Articles
Stop Update Advance Payment Rules
Selecting the Stop Update Checkbox will Prevent the Advanced Payment Rules from Reassigning the Loan to a New Rule, and will only be Available if Advance Payment Rules are Setup in the Tables. Select The Customer Service Module Select the Loan ...
Setting up Payment Rules in Servicing Director
Different investors have different rules for how payments should be applied to loans. Some investors for example, might require that escrow funds always be applied first or that interest be applied first. The payment rules determine and control how ...
Preventing Changes From Advance Payment Rules at Loan Level
To prevent a user from changing the Advance Payment Rules (previously set up in the table) at the loan Level for a particular loan. Open the Customer Service Module: Select Loan ID. Select the Payment Tab. Select the Stop Update check box at the ...
Servicing Director CSS Editing The Web Setup Screen
Use this screen to access Customer Self-Service (CSS) setup information including terms and conditions, company setup, and web payments by loan type. To access this screen, open System Administration, right-click and select Web Setup: Select a ...
ACH Web Payment Details Screen
Use the ACH Web Payment Details screen to view a borrower's most recent payment details and payment status. To access this screen, open Customer Service > right-click on Customer Service screen > click ACH Web Payments > select a reference number or ...