Reference
Using Relative Dates (IN Operator) in Criteria of Servicing Director Reports and Letters
In Servicing Director, you can use relative dates when you schedule a recurring report or letter that uses the report writer and includes date criteria on the New or Edit Filter screens. Relative dates save time because you do not have to adjust the ...
Creating an Archive Folder
The System Administration application Table Setup Archive Options screen allows you to designate network shared folders as storage locations to create an archive folder. The best practice is to create new archive folders periodically, sending new ...
Deleting a Duplicate Attorney in Servicing Director
Added a duplicate Attorney in error. Neither is tied to a loan, and Servicing Director does not allow one to be deleted In Servicing Director, open the System Administration Module. Select Table Setup. Highlight the Attorney Table, and then select ...
Viewing the Servicing Director Archiver Folders
Use this procedure to view both past and current archive folders created for your system. If no archive folders are listed, then your System Administrator has not enabled the Archiver option on your system. Perform the following steps: Open the ...
Finding Data When Creating Custom Reports for User Defined Data in Servicing Director
Servicing Director does not deliver any reports for User Defined Data fields or screens. You may need to create a custom report in Servicing Director, based on the User Defined Data that you have set up. In order to create your custom report, you ...
Adding an Escrow Balance After New Loan Set to Active in Servicing Director
Adding an escrow balance after a loan has been set to active. There are two resolution options for this issue: 1) you can make a payment to escrow, or 2) do an escrow adjustment. Make a Payment to Escrow Open Payment Processing. Select New to create ...
Configuring Secure Sockets Layer (SSL)
Secure Sockets Layer (SSL) allows two applications to authenticate each other's identity and to encrypt data exchanged over a network between the applications. Encryption ensures data sent via the network is intelligible only to the intended ...
Removing, Purging, or Deleting Old Data from Servicing Director
Most data in Servicing Director remains in Servicing Director for auditing, historical, and licensing reasons. Therefore, expect the data stored to continually grow. Since there are few options for removing, purging, or deleting old data from ...
Verifying the User that Approved an Override Request
You need to find out who approved an override request. Open Superview and select your role. Select the bank or branch level you are modifying and click OK. Click Reporting > Reports. Select the Admin Tab. Note: You must have an EZTeller Role with an ...
Correcting a Borrower Tax ID Number if a Loan is Identified on the Tax ID Number Errors Report as Having a Missing or Incorrect Tax ID Number
This article explains how to correct a loan that appears on the Tax ID Number Errors Report because it has a borrower who is missing a tax ID number or has an incorrect tax ID number set up in the system. This has to be corrected before a loan and ...
Printing the Customer's Receipt Last After the Validations
You want to print the customer's receipt after the validations (Print Receipt Last). Open Superview and select your role. Select the bank or branch level you are modifying and click OK. Select Profile Options > Receipt Printing. Select the General ...
Changing the Servicing Director Password Policy
Use the Edit Password Policy screen to set up the system-wide password policy. To access the Edit Password Policy screen, open System Administration. Click Security. Click Password Policy. Changes to the Password Policy take effect for each user ...
Printing a Duplicate Receipt for a Customer
Steps to print a duplicate receipt for a customer. After completing the transaction, select View Last Transaction. On the transaction details screen click on Options. In the Journal Detail Options screen, click on Duplicate Receipt. EZTeller has ...
Changing the CTR Approving Name that prints on the CTR form
Because the approving person may vary by branch, this setting needs to be changed for each branch. Steps to change the Approving Name that prints on the CTR form Log into Superview Go to Bank > Structural Hierarchy Highlight each branch and edit the ...
Zeroing a Cash Drawer Balance for an Unused EZTeller Role.
A teller role is no longer being used but EZTeller still shows a cash balance for that drawer. Follow these steps to zero out the cash drawer: Open Superview. Select the branch the EZTeller role location, as your working group. Go to EZTeller Roles > ...
Printing Partial Account Numbers on Customer Receipts
A customer’s entire account number is printing on their receipt. You want only part of the account number to print. Open Superview and select the appropriate working group. Select Profile Options > Receipt Printing. On the General Options tab check ...
Clearing a Servicing Director User Password.
If you don't know the password for a Servicing Director user, you can clear or reset the password, which removes the current password, requiring the user to enter a new password at the next login. If you enter the wrong password for your Servicing ...
Changing the SQL "sa" Login System Administrator Password.
The SQL "sa" login is a Microsoft provided standard SQL login with administrator permission on the SQL server. The 'sa' login password would have been created by your system administrator when SQL was first installed. Your system administrator may ...
Moving a Servicing Director Archive Folder
To move a Servicing Director archive folder to a new folder location. Once the folder is moved to a new location, you may also need to update the Servicing Director database references to that folder. This information is for your Servicing Director ...
Making a Disbursement Check Payable to Customer and Payee
To select multiple payees in Servicing Director. Certain states require checks for taxes to be payable to borrower and the tax authority. To select Multiple Payees in Servicing Director, follow the steps below. Select the Tracking Module in Servicing ...
Adding IRS 1099 A/C Information to Servicing Director
You can add 1099-A and 1099-C records for a loan. You are required to submit 1099-A forms to borrowers where the property has been abandoned or foreclosed. You are required to submit 1099-C forms to borrowers where there has been a cancellation of ...
Stopping a Servicing Director Loan from Creating a Monthly Billing Statement
There may be a reason, possibly by borrower request, when you may wish to stop a loan from creating a Monthly Billing Statement for printing and mailing purposes. This would be for a loan that is already set up for statements, and is currently ...
Finding Information About the Servicing Director Credit Bureau Reporting Export Field Descriptions, Formats and Layouts
For information about the Servicing Director Credit Bureau reporting export fields, formats and layouts, search the Servicing Director Help topics. From any Servicing Director application, click on the Help menu > Help Topics. On the Servicing ...
Reading FinCEN Acknowledgement Files in Superview and Saving in PDF Format
Banks have asked for a way to save the FinCEN Acknowledgement data in file format for easier storage than paper printouts. By adding a virtual PDF printer as the default printer, the FinCEN Acknowledgement will be saved as a file rather than a ...
Changing or Deleting an Incorrect Loan Number
How does a client change a Loan Number when it was entered Incorrectly in Servicing Director and the Loan set to Active? There is no delivered process within Servicing Director to edit or delete a Loan Number once a Loan is set to active. The ...
Enabling the End of Day Menu Option in EZTeller
Allow the users access to perform an End of Day option in 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. Select a working ...
Setting the Servicing Director Custodial Bank Account Numbers for a Pool
You can set up bank accounts that investors want you to place funds in when remittances are due. After you set up the accounts, you can select them from the Principal & Interest (P&I); T&I, Unapplied, Loss Draft; and Assistance fields in Investor ...
Locating the Servicing Director Loan Activity for the last Cutoff on a Pool
To locate the loan activity for a pooled loan, complete the following procedure. Open Pool Reporting. Enter the Investor ID. Enter the Pool Number. Click Pool Cutoffs. The Loan Activity tab will be displayed. ArticleNumber: 000047680
Tracking the Servicing Director Commercial Real Estate Loan Uniform Commercial Code (UCC)
If you service Commercial Real Estate loans, you can track UCC information that is filed or in the process of being filed. Open Customer Service. Click Property. Click UCC. Click New. ArticleNumber: 000047679
Adding Foreign Exchange Transaction Amounts to Totals
Including the foreign exchange transaction amount in the user's cash drawer Open Superview and select a role. Note: Superview access is defined under Security Details. If you don't have access to this module, contact your administrator. Select a ...
Finding the Version of Microsoft Windows on Your Servicing Director Computer
Use the procedure below to find the version of Microsoft Windows on your Servicing Director computer. IMPORTANT! The procedure below is for your local IT or system administrator familiar with Microsoft Windows. Microsoft Windows versions have ...
Adding a New Alert to An Existing Special Accounts Monitor "SAM" account
You want to add an additional alert to an existing Special Accounts Monitor, "SAM" account. 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 ...
Configuring Check Ordering through EZTeller
Procedures to reorder checks for your customers through the EZTeller > Other > Order Checks menu. Contact Harland Printed Products to request a key: Harland Printed Products will set you up for online check ordering. You will be assigned a Client ID, ...
Adding a Speed Key to EZTeller
You want to add another speed key to EZTeller to gain easy access to a frequently used transaction. 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 ...
Setting Up a Marketing Message to be Displayed on the EZTeller Main Screen.
You want a marketing message to be displayed on the main EZTeller 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. You must ...
Setting Up a Fee Modification Reason.
You want to set up a fee modification reason, which will appear in EZTeller when a user attempts to modify a fee. Open Superview and select your role. Note: Superview access is defined under Security Details. If you don't have access to this module, ...
How to Set Up the Business Day Calendar in Superview
You need to set up your bank holidays in EZTeller. In Superview32: In Superview, select Supervisor > Business Day Calendar. To add a day to the list of bank holidays, double-click on the appropriate date and click Yes. Select the appropriate options ...
Changing Your Password in Superview.
You want to change your password 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 administrator. You must select a working group when ...
Changing the marketing message on customer receipts
The message on the customer's receipts is not printing correctly or needs to be changed. Steps to edit the Message for Receipt: Sign on to Superview. Select Branch > Options. Select the Receipt Printing tab. In the Message for Receipt Printing field, ...
Requiring an Override When Performing a Cash Count Transaction.
You want to require a user without a sufficient EZTeller Role authority level to obtain an override when performing a Cash Count transaction. Open Superview and select your role. Note: Superview access is defined under Security Details. If you don't ...
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