Reference
Adding Servicing Director Report Filter Criteria
Servicing Director reports are delivered with many choices for report filter criteria, but not all the possible fields available for every report are setup as filter criteria. You can add any fields which are available but not already setup as filter ...
Finding the Version and Edition of Microsoft SQL Server on Your Servicing Director Server
You can use the Microsoft SQL Server Management Studio program to find the version and edition of Microsoft SQL Server on your Servicing Director server. The Microsoft SQL Server product offers the optional SQL Server Management Studio application ...
Creating the Servicing Director Loan History Summary Report
The Loan History Summary report lists transaction information for loans. You can view and print this report from various Servicing Director applications. Listed below are applications that can create the Loan History Summary Report; steps on how to ...
Disabling the Validation Printer on a Workstation
You want to disable the validation printer on a specific workstation. 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 ...
Verifying MDAC Version
Before Installing EZTeller Enterprise on a workstation, verify the MDAC version is 2.7 or greater. If it is not, update the workstation by following the procedure below. Select Start > Run > type regedit > click OK. Edit > Find > in the Find What ...
Redeeming Freedom Shares Savings Note
The Freedom Share is a Savings Note, not a Savings Bond. In 1967, Savings Notes, sometimes called Freedom Shares, were offered with a return of 4.74% when held to maturity of four years and six months. These notes could be purchased only in ...
Setting Up Cash Out Assist or Cash In Verify for EZTeller Roles
When denominations are entered in the Cash Out Assist or the Cash In Verify boxes, the screen is retained in the Teller Journal for future reference. Perform the Following Steps: Sign into Superview and select EZTeller Roles > Maintenance. Select the ...
Setting a New Account Flag in Superview, Special Account Monitor (SAM).
Flagging a new account with a SAM alert when you process a new account deposit transaction. Follow these steps to set a new account alert in SAM: Open Superview. Note: Superview access is defined under Security Details, if you do not have access to ...
Batching All Checks (Including Checks with Fees) in EZTeller
When processing Other Check transactions, you are prompted for a cash out ticket and cashed item validation. You want these checks and corresponding fee tickets to be included in a batch. Follow these steps to configure Batch Checks with Fees: Open ...
Adjusting the minimum Cash Consolidation Amount and/or the minimum Currency Transaction Amount
Steps to change the cash consolidation and reporting amounts within Superview. Environment: EZTeller release 5.3 and older Sign on to Superview with a Manager authority level or higher and select the Bank as working group. Select CTR > CTR Main Menu. ...
Setting the Number of EZTeller32 Logon Attempts
You want to limit the number of incorrect log on attempts to EZTeller32 before supervisor assistance will be required. Sign on to Superview32 with a Manager authority level 5. Select Tellers > Security. In the Login Attempts Allowed field, enter the ...
Configuring the Addmaster IJ2040 Printer for EZTeller32.
Configuring the Addmaster IJ2040 printer to work with EZTeller32. Follow these steps to set up the Addmaster IJ2040 printer in EZTeller32: The EZTeller.ini file is in the C:\Windows directory; open and locate the Printer section. Verify the Printer ...
Changing the Contact Name for the Hold Notice Information
Modifying the name and phone number of the hold notice contact person at the branch. Log into Superview with your administrator authority level role. Note: Security Details Defaults controls employee access in Superview. If you do not have access to ...
Configuring Addmaster IJ2040 Printer for EZTeller Enterprise
Configure the Addmaster IJ2040 Printer to work with EZTeller Enterprise. To set up the Addmaster IJ2040 printer in EZTeller Enterprise follow these steps: Open Superview; select Profile Options > Workstations > General. On the Workstations tab, ...
Setting the Maximum Amount for a Money Order
The Maximum Money Order Amount field allows you to define the maximum dollar amount allowed when issuing a money order. To set the Max Money Order Amount field, perform these steps: Note: Superview access is defined under Security Details; if you do ...
Printing amended CTR forms in EZTeller
Banks using EZTeller software will need to use the steps below to meet the new FinCEN requirements for submitting amended CTR forms. Effective December 1, 2011, FinCEN has changed requirements for submitting amended CTR forms. Banks must now reprint ...
Deleting a Tip That Displays in the Tip of the Day Pop-Up Screen
You want to delete a tip that EZTeller displays in the Tip of The Day pop-up 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 administrator. ...
Reprinting Checks In List after a Transaction is Processed.
When you have itemized checks in a transaction, you have the option to print the checks list in the journal using the F3 function key. This key is available when you are in the Checks In field in EZTeller. Configure a query in either EZTeller or ...
Allowing Users to Turn Off the Tip of the Day Feature at Startup
You want to allow users to turn off the Tip of the Day feature so that it does not show during the startup of EZTeller. Open Superview and select your role. Note: Superview access is defined under Security Details, if you don't have access to this ...
Denying Access to the Servicing Director Event Manager Application
Denying access to the Event Manager application requires the two security settings described below. Deny access to the Event Manager application. This setting denies access to the Event Manager when opening from the System Administration application. ...
Disabling the Year End Statement Page in Customer Self-Service Until the New Tax Year IRS Statements are Ready
We recommend that you disable the Year End Statements page in Customer Self-Service before or soon after installing the Customer Self-Service year-end update each year until the IRS statements are ready and tax information is ready to be sent to ...
Processing a Partial Charge Off from Transfer to REO and then Back to Partial Charge Off
Status of loan changed to Transfer to REO, Customer realized they should have Performed a Partial Charge off first. In Servicing Director, select the Collections Module. Select Options. Select Foreclosure Charge off. In the Action field, select ...
Preventing Changes From Advance Payment Rules at Loan Level
To prevent a user from changing the Advance Payment Rules (previously set up in the table) at the loan Level for a particular loan. Open the Customer Service Module: Select Loan ID. Select the Payment Tab. Select the Stop Update check box at the ...
Reporting a Deed in Lieu
When you want to report a Deed in Lieu to the Credit Reporting Agency in Servicing Director. Prerequisite: You must first set up a Payoff Reason 1. Perform a Payoff Quote in Customer Service using the payoff reason Deed in Lieu, Adjust the loan ...
Configuring the WinDLL Supervisor Options in EZTeller to Save the ACD Inventory and Journal Files to a UNC Path Rather than to a Mapped Drive
You want to move the ACD Inventory and Journal files to a new location and want to use a UNC path. The WinDLL settings default to saving the file location as a mapped drive. The WinDLL ACD program writes its settings to the registry on the ...
Purging Inactive and Expired Alerts in Special Account Monitor (SAM)
When SAM alerts are deleted or expire the information becomes unavailable to users but it remains on the database. The database purge feature will remove the records from the database. Note: The SAM database purge feature will purge only expired ...
Changing the Approving Officer and Contact Name for CTRs
The CTR approving officer's name and contact information is edited under Bank > BSA Filing. Open Superview and select the Bank as your working group. Go to Bank > BSA Filing. Note: The working group must be the bank to access the Bank BSA ...
Adding More Than One Investor or Participant to a Servicing Director Loan
Loans are sometimes owned by more than one investor. You can add additional investors, or participants, as they are called in Servicing Director, to a Servicing Director loan by using the New Participant screen. Total ownership of loans must always ...
Selecting the Payoff Statement Document Type in Servicing Director
Use this procedure to identify the Payoff Statement document type as Crystal Reports or Word Mail Merge. Open System Administration. Click Setup. Select Company, and then click Open. Click the Loan Control tab. In the Payoff Statements section, ...
Reversing a Final Escrow Analysis
You can reverse a final escrow analysis for an individual loan or batch of loans if the following conditions are met: The most recent final escrow analysis is reversed. A reversal is performed within 14 days of the final escrow analysis. Loans are ...
Transferring Servicing Director Loans in Bulk from One Investor to Another
To transfer loans in bulk from one investor to another, you can create a loan transfer import file based on a specific layout, and then run the Loan Transfer Import event in Event Manager. We recommend that you perform this procedure in your test ...
Reversing a Final Analysis in Servicing Director
You can reverse a final escrow analysis for an individual loan or batch of loans Servicing Director if the following conditions are met: The most recent final escrow analysis is reversed. A reversal is performed within 14 days of the final escrow ...
Editing and Removing Unused EZTeller Roles
EZTeller stores transactions by the teller role. Note: If you have removed teller roles, when running yearly reports such as the Bond Interest Report, be sure to select the EZTeller Roles tab and mark to include deleted teller roles. Steps to remove ...
Moving EZTeller Server Folder to a New Server
Instructions on moving the EZTellerServer folder to a new server. Thick Client Banks: The EZTellerServer folder contains software but no teller transactions are written to the EZTeller server folder. Copy the folder to the new server giving the ...
Logging Off of a Role That Is Shown To Be In Use At the Workstation
Logging in to EZTeller displays a message that another role is already logged on to this workstation. Below are steps to access the EZTeller Role in Superview, in order to manually log off a role that is shown to be in use at the workstation. Open ...
Editing the Currencies Country for Foreign Exchange Transactions
You want to edit the country name or currency name in 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 ...
Printing the Foreign Exchange Rate Information
Printing foreign exchange buy and sell rates. 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. Select a working group when opening ...
Accepting Foreign Coins Transactions in EZTeller
Allowing Foreign coin transactions to process in EZTeller must be enabled 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, contact your ...
Removing a Country from the Currencies for Foreign Exchange Transactions
Remove a currency from 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 ...
Finding the Servicing Director SQL Server Name
The Servicing Director applications use Windows ODBC Data Sources configured with the Microsoft SQL Server driver to connect to the Servicing Director SQL Server. Data Sources for Servicing Director are automatically created by the Servicing Director ...
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