Reference
Configuring EZTeller to Use Windows Authentication
EZTeller offers the choice of SQL or Windows authentication. When Windows authentication is enabled in the license file, banks are not required to add individual users in SQL. Users are added to the active directory group and that group is added in ...
Completing the Identity Section of EZTeller CTR Customer Records When There is No SSN or TIN
EZTeller consolidates CTR transactions on the customer's SSN/TIN. If the SSN/TIN is unknown or the customer is a foreign citizen or foreign business, then EZTeller will consolidate using the entity's ID. Below are steps to complete the ID Type, ID ...
Allowing Users to Modify the Business Day
You want to allow users to modify the business date in EZTeller after taking an End of Day but limit how may days a user can advance the business day into the future. Open Superview and select your role. Note: Superview access is defined under ...
Changing the Marketing Message on the Customer Receipt
The marketing message on the customer receipt is not printing correctly or needs to be modified. Follow these steps to edit the Marketing Message for Customer Receipts: Open Superview and select the appropriate working group. Select Profile Options > ...
Reporting Closing Interest Paid
To report closing interest paid at year end, perform the following steps. Open the Customer Service application. Click balances. Click Year to Date. Enter your closing interest amount in the Closing Interest field. Enter the same amount in the Gross ...
Editing a Special Accounts Monitor "SAM" Alert
You want to edit an existing Special Accounts Monitor "SAM" alert. Perform the following steps: Open Superview and select your role. Select the bank or branch level you are modifying and click OK. Click SAM > Admin to display the Special Accounts ...
Customizing Teller Journal Reports to View Specific Information
You can customize EZTeller journals to view specific information by creating a new query and modifying the tabs in the Configure Query window. Criteria you can define are EZTeller roles, Accounts, Transactions, Time, Date, and Status. Open Superview ...
Setting Up an Investor Participation Loan in Servicing Director
Loans are sometimes owned by more then one investor. Open Investor Accounting, and then open a new loan transfer batch. Note: In the loan transfer batch, you must set up a loan transfer batch to the main investor even if the loan already exists in ...
Selecting the Default Payoff Warning Message When Calculating a Payoff in Servicing Director
In Servicing Director, you can select to automatically use a specific Warning Status when a Payoff Quote is calculated, or you can choose to not assign a Warning Status at all. To set up the default Warning Status for a Payoff Quote Calculation: Open ...
Adding, Deleting, or Editing Fee Modification Reasons
You want to add, delete, or edit a Fee Modification Reason from the Fee Modification Reasons list in Superview. Open Superview and select your role. Note: Superview access is defined under Security Details. If you don't have access to this module, ...
Changing a Servicing Director Collector Assignment for a Single Loan
In Servicing Director, you may need to manually change the collector who is assigned to a single loan. Open Customer Service, and enter your loan ID. Click the Payment button. On the Payment screen, click the Late Info button. From the Collector ...
Viewing Servicing Director Pool Reporting Certificate Information
Use the Servicing Director Pool Reporting application to view Certificate information. Open Pool Reporting. Select the investor you want to view, and click OK. Select the pool number in question. Click the Pool Certificate button. ArticleNumber: ...
Calculating an ARM Loan with a Rate Change in the Past
Calculate an Adjustable Rate Mortgage (ARM) loan with a Rate Change Date in the past using the ARM module Calculate ARM screen. Open the ARM Module and enter the Loan ID. Select the Options menu. Select Calculate ARM. Enter the index rate the loan is ...
Editing a Pool Reporting Certificate
You can use the Certificate Detail window as a starting point from which to change end of year information or monthly remittance information. The Certificate Detail window can also be used to: change the Pool Reporting certificate security holder, ...
Viewing the Servicing Director Cash Deposits for a Particular Pool
Viewing the cash deposits for a particular pool shows all deposits, remittances, and adjustment activities, but does not include advance or recovery amounts. Open Pool Reporting. Select the Investor ID. Select the Pool. Select Options > Pool Cash. ...
Creating a Monthly Billing Statement for All Loans with Payment Method Set to ACH
You can create a Monthly Billing Statement for all loans with a payment method of ACH by changing the setting on the Company table. Open the System Administration application. Click the Table Setup button. Select Company. Click the Loan Control tab. ...
Processing a Short Sale and Reporting Correctly to the Credit Bureau
Complete the steps below to process a short sale and reporting it correctly to the credit bureau. To Report as Paid in Full for less than the Principal Balance Open the Customer Service Module. Select Payoff. Select Short Sale for Payoff Reason. ...
EFiling Amended CTR Records
Steps to create a batch of amended records to be uploaded to the FinCEN website. The following explains how to process an amended CTR record: Steps for EZTeller release 5.0 or newer: Log in to Superview and select the Bank as your working group. ...
Running the Servicing Director Event Manager Monthly Interest Accrual Update Event
The Event Manager Monthly Interest Accrual update event computes the interest accrual balance for each loan that has the Calculate and Report Interest Accruals option selected. (This option is on the Funds Appl tab of the Investors screen in the ...
Setting Up a New Workstation.
You need to add a new workstation for a branch. Environment: EZTeller 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 must select ...
Setting Up a User to be Able to Access the Admin tab in Superview Reports.
A user must have an EZTeller® role with an authority level of 6 through 20 to access the reports under the Admin tab. Environment: EZTeller Open Superview and select your role. Note: Superview access is defined under Security Details, if you don't ...
Setting up EZTeller to Create CTR batches For E-Filing Through FinCEN
You want to start using CTR E-Filing through FinCEN and need to know how to configure Superview to create batches. Environment: EZTeller Before you can start BSA/CTR E-Filing in EZTeller, you must submit a test file to Financial Crimes Enforcement ...
Installing EZTeller32 on a Windows 7 Workstation
Refer to the EZTeller 32 Installation Guide when installing EZTeller32 on a Windows 7 workstation. Once installation is completed, these additional steps are required that are unique to Windows 7 workstation. Turn off User Account Controls (UAC). ...
Preventing Tellers from Accepting Transactions on Special Accounts.
You want transactions on specific accounts to be approved by management before being processed by the teller. Alerts can be created for any special conditions or instructions associated with an account. Environment: EZTeller The Special Accounts ...
Activating Underlined Hot Keys In Windows XP or Windows 7
The shortcut letters used for keyboard navigation in EZTeller®, Superview, or EZId menus and transaction screens are not enabled. Environment: EZTeller Follow the steps below to enable the keyboard navigation tools (shortcut function) option. ...
Changing the Servicing Director ODBC Data Sources to To Use a Different Microsoft SQL Server
The Servicing Director applications use Windows ODBC Data Sources configured with the Microsoft SQL Server driver to connect to the Servicing Director SQL server. The Data Sources for Servicing Director are automatically created by the Servicing ...
Exporting an Employee List from SQL to Compare With EZTeller Employee Information Report
Following this procedure provides an audit tool so that you can review employee lists from SQL and Superview and remove former employees as needed. Environment: EZTeller Ask your database administrator to extract a list of employees from the EZTeller ...
Deleting Servicing Director Events from the Event Manager Schedule
You can permanently or temporarily delete an event from the Event Manager schedule of events, which will remove it from the schedule and the event will not be included in the Event Manager Run All events. Select Delete Recurring Instance to ...
Reversing payments applied prior to conversion
Systematic payment reversals cannot be processed for payments that were applied prior to conversion. Use the following procedure when reversing payments that were applied prior to conversion. 1) Review the payment history on the old system. Record ...
Adding Transmitter Control Code for IRS Export
Where do I put in the Transmitter Control Code for the IRS Export? Go to System Administration. Open Event Manager. Select Events> Maintenance > Events. Select the IRS 1098/1099 Export and select Open. Choose Edit>Criteria> and enter the TCC Code, ...
Finding Servicing Director Event Manager Events
Use the Event Manager Search screens to quickly find an event based on its name, or other search information. You can find available events or scheduled events. To find available events which are not yet scheduled: Open the System Administrator ...
Changing the Servicing Director ODBC Data Sources to Use SQL Server Authentication
The Servicing Director applications use Windows ODBC Data Sources configured with the Microsoft SQL Server driver to connect to the Servicing Director SQL server. The Data Sources for Servicing Director are automatically created by the Servicing ...
Viewing Servicing Director Event Manager Scheduled Event Criteria
Scheduled Event Manager events include criteria in most cases, such as where to save a file or which printer to use. Use the Event Manager Instance Search screen to quickly search for a scheduled event instance based on its name, category, frequency ...
Changing a Service fee
A incorrect service fee was entered in the loan participation screen. Go to Investor Accounting Module>Loan>enter loan ID that needs to be corrected>service fee>New Enter values, these values must be after the most recent payment. You will then see ...
Balancing a Shared ACD Cash Dispenser in EZTeller
Instructions for how to Balance a Shared ACD Cash Dispenser 1. Print Cash Out Lists EZTeller > Admin > Balance Cash Drawer > Cash List Select to print both lists This list shows all cash given out by the teller. Reversals do not show on this cash ...
Changing the borrowers position in Servicing Director from co-borrower to primary borrower
To change the co-borrowers position to primary borrower Go to Customer Service Module>Borrower>highlight the borrower (primary) click edit>change the primary borrowers name to the co-borrowers name>ok. While in the borrower screen>click on ...
Payoff processing with Ultradata real time interface
The purpose of this procedure is to provide the steps required to process a payoff in Servicing Director for customers using the Ultradata real time interface. The following steps should be followed in order to process payoffs in Servicing Director ...
Finding the Map File, Layout File, or Crystal Reports Template File for a Servicing Director Event
You may need to locate or find the name of a map file, layout file, or a Crystal Reports template file for a specific Servicing Director Event. Open the System Administration application. Click the Event Manager button. From the Event Manager menus, ...
Adjusting Servicing Director Loan Balances or Due Dates
Provide instructions on how to adjust the balance on a loan or make a change to a loan's due date in Servicing Director. Loan Balances and Due Date can be adjusted on the Loan Adjustment screen. You can use this screen to change or view principal, ...
Reprinting Checks
If you use Servicing Director to print checks for tax, insurance, miscellaneous disbursements or investor remittances, you may find that you need to reprint some checks. This may be because the checks were printed on the incorrect stationery or due ...
Next page