Reference
Re-analyzing an Individual Loan
Sometimes you might update loan information after you run the trial calculations of a loan. You can re-analyze individual loans so their analysis calculations are correct by using the Re-analyze Loan button on the Analysis screen. Note: You cannot ...
Setting up Interest Methods, Interest Days, and Principal and Interest
When you want to set up payments for a loan, the payment records have to be set up with a valid combination of the fields Interest Method, Interest Days, and Principal and Interest Type. These fields are interdependent. System field validation ...
Viewing and changing the Servicing Director Customer Self-Service Web Company Screen
Important Customer Self-Service configuration settings are viewed and changed on the Web Company screen, using the procedure below. Open System Administration. Right-click on the System Administration screen. Click Web Setup. The Edit Web Setup ...
Deleting a Special Accounts Monitor "SAM" Account
This article explains how to delete a Special Account Monitor "SAM" Account. Open Superview and select your role. Note: Superview access is defined under Security Details; if you do not have access to this module, contact your administrator. Select a ...
Creating a Servicing Director Event Manager One-Time Event to Run Regularly but Separately from the Scheduled Events
You may find you have a need to set up an Event Manager event that would be run regularly but only individually and separately from your daily scheduled events. Creating a one-time event allows you to save any specific criteria you want for the ...
Balancing Cash Drawer Must Be Completed Before Re-establishing Host Connectivity and Uploading Backlogged Transactions
When a teller must leave in the middle of the business day, the host is online inactive and not expected to be online until later. Once the teller performs an End of Day, those transactions cannot be uploaded. Follow the below steps to forward the ...
Viewing the Installed Version History of the Servicing Director Database
To view the current and previous versions that have been installed on the Servicing Director database, run the following SQL statement on the Database server. The procedure below is for your local IT or system administrator familiar with Windows and ...
Reassigning a Workstation ID in EZTeller Enterprise Versions 5.0 or Newer
When moving a workstation from one location to another or when a workstation is accidentally assigned incorrectly, the workstation ID will need to be reassigned. Follow these steps to assign a new Workstation ID to an existing PC: Open Superview on ...
Importing E3 Loan Programs (E3 Short Program Names) into Servicing Director
If you import loans from E3 into Servicing Director, and you have added new E3 Loan Programs, then you will need to set up Servicing Director equivalents so that imported loans with the new E3 loan programs can be successfully imported into Servicing ...
Adding a Country to the Currencies List for Foreign Exchange Transactions
Adding a currency to the Country drop-down list under Currencies in the Foreign Exchange screen. Open Superview and select your role. Note: Superview access is defined under Security Details, if you don't have access to this module, contact your ...
Viewing and Changing the Servicing Director Customer Self-Service Web Page Security
When a borrower or an employee logs in to the Customer Self-Service web page successfully, the left navigation area has web page links (buttons or clickable text) used to open the other various Customer Self-Service web pages. The navigation area ...
Re-Anlalyzing Individual Loans
Sometimes you might update loan information after you run the trial calculations of a loan. You can re-analyze individual loans so their analysis calculations are correct by using the Re-analyze Loan button on the Analysis screen. Note: You cannot ...
Creating a New EZTeller Role
In EZTeller Enterprise, EZTeller Roles are created in Superview. In order to add, edit, or remove EZTeller Roles, your current working group needs to be at the branch level, and your current role’s authority level needs to be equal to or greater than ...
Purging Transaction Data from the EZTeller Database
The purge feature removes transactions from the EZTeller database, which helps to reduce the size of the database. Warning: The database purge should only be performed by the database administrator. Always back up your database prior to purging ...
Printing Customer Names on EZTeller Receipts
You would like to be able to print customer names or a description on receipts to differentiate between accounts. The Special Account Monitor (SAM) in EZTeller allows you to print names or description on receipts. Log into Superview and select the ...
Removing the payment cushion from the escrow analysis on a individual loan
Removing the payment cushion from the escrow analysis on a individual loan To completely eliminate the calculation of a cushion on a individual loan, do the following Tracking>escrow info Analysis information>Payment cushion selected drop down>Select ...
Remove the PMI portion from the escrow analysis payment cushion when analyzing a loan in Servicing Director
Eliminating the PMI portion from the payment cushion when doing a escrow analysis on a batch of loans Go to>System Adminstration>Table Setup Select>Escrow Type>Open Highlight Mortgage Insurance Type (PMI)>edit>Unselect the box Use escrow payment ...
Determining How Many Checks Were Cashed in EZTeller on Specific Accounts
Bank is trying to determine how many checks were cashed on specific accounts. Log into Superview and select the bank as the working group. Go to Reporting > Reports and enter the Report Dates. Click on the Cash tab and select the Cash Activity ...
Renaming an Existing EZTeller Workstation
The bank wants to change the Workstation Name on existing EZTeller workstations. Steps to Change the Name of a Workstation Log into Superview and select the bank as your working group. Go to Bank > Workstation Setup. Click the + at the left of the ...
Printing the Redeemed Bonds List
You want to print the redeemed bonds list showing the detail of the savings bond data. Environment: EZTeller Perform the following steps for EZTeller Enterprise: During the Redeem Bond transaction, click on the Print button at the bottom of the ...
EZ-Setting Up a Fee for Cashiers Checks
You want to start charging a fee for selling cashiers checks. To set up the fee: Open Superview and select your role. Note: Superview access is defined under Security Details, if you don't have access to this module, contact your administrator. You ...
Setting Up Customer Self-Service Single Sign-On (SSO)
Single sign-on (SSO) allows users to log into your Internet Banking website, click a link to Customer Self-Service (CSS), and then be automatically directed to CSS without being prompted to log into each system. This procedure is written for the ...
Providing Annual Tax and Interest Statement to Report Amount of Interest Received to Borrowers During the Previous Year, when the Reportable Amount is Less Than $600
The purpose of this article is to provide instructions for providing customers with an Annual Statement when their loans do not meet the criteria for generating a 1099-B statement. In Servicing Director, if you have a loan where the reportable amount ...
Creating a Scanning Definition when Logged into EZid at a Workstation Without a Scanner
EZid requires that scanning definitions be configured for a specific scanner type. Users cannot apply settings to a definition without a scanner installed on the PC. Steps to create a new scanning definition from an EZid workstation that does not ...
Moving a Servicing Director Production Server to a Disaster Recovery Server
Use this procedure to move your Servicing Director production server to an existing disaster recovery server, when your production server has suffered a disaster or failure. Your existing disaster recovery server would have been prepared in advance, ...
Configuring the Business Day Calendar for Open, Non Processing Days
You are open on some holidays but will not be processing proof work. You want to know how to set the calendar so that memo posting is sent to the host correctly. Follow these steps to configure the Business Day Calendar: Open Superview and select the ...
Changing Your Servicing Director Company Name Or Details on Letters and Reports
If your company has a name change or if there are some other changes necessary, such as changes to your address or telephone number, then change the Servicing Director information in Table Setup, and the new, correct information will appear on all ...
Exporting Data from EZTeller Reports
Superview reports are a tool to monitor user activity, productivity, and identify and analyze for staffing peak periods. You can view, print, or export the data into several different formats. Authority levels authorized to access Superview are ...
Locating Where Your Servicing Director Applications Are Installed
The Servicing Director applications are installed on a Windows desktop computer hard drive. Complete the steps below for locating where your Servicing Director applications are installed. Click on the Windows Start button and select DH > Servicing ...
Changing the Servicing Director 14.2 or Prior SQL Login Passwords Using the LSCnfg Utility on the SQL Server
You can use the LSCnfg utility to change the SQL server login passwords used by the Servicing Director applications to connect to the Servicing SQL server. All Servicing Director applications on all desktops use primarily one SQL server login named ...
Setting Up and Changing Pay Habits in Servicing Director
Pay Habit settings are user defined. There are eight (8) codes, each of which can be used to represent a number of days after a payment is due that a payment is actually received. To set up or change Pay Habits: Open the System Administration ...
Viewing Last Transaction in the EZTeller Journal
You want to view the last transaction that you processed in EZTeller. View Last Transaction is set as a speed key in EZTeller. Click on the speed key or press the corresponding number assigned to the speed key. View last transaction defaults to the ...
Viewing EZTeller Journal Transactions in Superview for the Current Business Day
You can view EZTeller transactions for the current business day while the user is signed onto the system. This allows you to monitor the individual's workload and to determine immediately the number and type of transactions being executed. Open ...
Processing Transactions in EZTeller Enterprise While Database Disconnected
EZTeller has lost its connection to the database server, "Database Disconnected" shows in the status bar at the bottom of the screen. When EZTeller Enterprise loses its connection to the database server a message pops up notifying the teller the ...
Changing the Color of the EZTeller Main Screen Background
You want to change the color of the EZTeller main screen background or create a customized background. Follow the steps below to change the EZTeller main screen background: Open Superview and select your role. You must select a working group when ...
Changing an Investor Service Fee from a Percentage to Dollar Amount
This procedure is used if an Investor loan has a Service Fee set up as a percentage (%) in error, and it is necessary to change the Service Fee to be a flat dollar amount ($). You will need to do an Investor Loan Transfer. In Servicing Director ...
Viewing the Calendar in Superview
Superview provides a calendar with view access only for past and future dates. Accessing the calendar in Superview will not interfere with your PC date. Follow the steps below to view the Superview calendar: Open Superview and select your role. Note: ...
Generating a Breakdown of Fees Assessed on the the Payoff Statement
If you need a breakdown of fees assessed to a loan, you can generate a second page of the payoff quote that will break down the fees by completing the procedure below. Go to System Administration. Select Table Setup. Select Company. Select the loan ...
Liquidation Instructions
These are instructions for generating a liquidation schedule for a Scheduled/Scheduled loan when the loan is transferred out of the pool. It is important to follow the order for these steps. Note that you need to run all of your nightly events in ...
Assigning a Servicing Director Customer Self-Service Web Role
Use the System Administration Web Setup Group Web Roles screen to assign a web role to a Servicing Director security group. Each Web Role grants access to a specific employee web page, and you can assign more than one Web Role to the same Security ...
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