Servicing Director Tax Audit Match Report Shows Loans with a Match Status of 15 (No Match)

Servicing Director Tax Audit Match Report Shows Loans with a Match Status of 15 (No Match)

You may find that after you run the required Servicing Director tax service export, import, and update events, the related Tax Audit Match Report will flag some loans with a Match Status of 15, which means No Match.

These records will then not be included in any disbursement batch for payment.

Workaround:

The most common reasons for loans having a match status of 15 is because of a mismatch in the contract or parcel numbers. 

In order for the loan record to match, the Contract number and the Parcel number have to match exactly. Formatting is important.

You should carefully check and compare these numbers on your problem records.

The Contract numbers and Parcel numbers in the Tracking screen record, as well as the Tax import file, should have a format only. Check for and remove any incorrectly formatted number, for example:

  • No dashes, slashes or letters of the alphabet.
  • No special characters. 
  • No spaces, including hard to see leading or trailing spaces surrounding the numbers.

 

Another common reason a record will produce a match status 15 is because the due date of the policy is 2 months or more ahead of the current transaction posting date.  The due date will be too early to expect a disbursement to be posted for this record.

 

ArticleNumber:

000065446