Setting up Single Points of Contact

Setting up Single Points of Contact

A single point of contact is the person or group of people that your institution identifies as the primary contact for a loan. Servicing Director is delivered with one single point of contact already set up (the default single point of contact), but you can set up additional single points of contact on the New Single Point of Contact screen. After you set up single points of contact, they can be assigned to new loans automatically or manually.
 

To set up a single point of contact:
 
  1. Open System Administration.
  2. Setup. The Setup screen appears.
  3. Select Single Point of Contact and then click Open.
  4. Click New.
  5. Enter the information for the single point of contact, and then click OK to save your changes.

ArticleNumber:

000049436