You must set up the vendors you use with Servicing Director. For example, if you use a company to print coupons, you must set them up as a vendor.

We supply some vendors for you. For example, certain tax services like First American, Lereta, and Transamerica are already set up as vendors. When you install Servicing Director, the vendor table already contains some vendors. Behind the scenes, these delivered vendors are assigned a code that will be used in export events associated with that vendor.

The following is a complete list of system-delivered vendors:

  1. First American tax services
  2. Transamerica tax services
  3. Lereta Corp tax services
  4. Fidelity National tax services
  5. EDI Hazard Insurance
  6. Southwest Business Corp

Note: If servicing director has a screen for a specific type of vendor, you can add vendor information on that screen. For example, if you have vendors that perform inspections, you must set up information for those vendors on the inspection company screen, as well.

1. Access the System Administration and select Setup.
2. Select Vendor from the list of tables.
3. Select Open > New:

• Enter the vendor's name in the Vendor Name fields.
• Enter the ID that this vendor uses to identify you in the Client/Vendor number field (this is the number assigned to you by the vendor).
• Enter the complete address for the vendor in the Address, City, State and Zip fields.
• Enter the Phone number and e-mail address in the Phone and e-mail fields.

4. Select the Automated Tax Service Set Up check box, if you use the vendor for automated set up of tax bill records for new loans.
5. Enter a comment to help you identify this vendor, in the comment field.
6. Click OK.

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