Reference
Modifying Your Starting Cash.
The first time you log on to EZTeller you need to set your starting cash to match the amount in your cash drawer. You can change the starting cash if the need arises. Environment: EZTeller From the main menu in EZTeller, select Other > Modify > ...
Setting Up a Supervisor Role to Have the Option to Select On-Duty Branches
To allow a supervisor to be able to approve override requests remotely from another workstation or location. Open Superview. Select EZTeller Roles > Maintenance. Select the role. Click on Edit. Click on the Security Details. Note: Access to Superview ...
Locking Your Workstation
If you need to leave for a long period of time but do not want to close the program, you can lock your workstation. For Superview: To lock your workstation, from the main menu select Supervisor > Lock Workstation. To unlock your workstation, type ...
Changing the Order of the Speed Keys on the EZTeller Main Screen
You want to reposition a transaction on the Speed Key menu. EZTeller Enterprise: 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 ...
Requiring an Override to Undo End of Day.
You want users without a sufficient role authority level to require an override to perform an Undo End of Day procedure. Open Superview and select your role. Note: Superview access is defined under Security Details. If you don't have access to this ...
Showing an End of Day Reminder Message.
You want the user to receive a reminder message to take an end of day when processing a transaction after the End of Day Cutoff time. Open Superview and select your role. Note: Superview access is defined under Security Details. If you don't have ...
Changing to a Different Network Printer to Print EZTeller Laser Checks.
You are using the EZTeller Laser Check Printing feature and want to print to another network printer. 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 ...
Printing a $ Dollar Sign on the Validation Tickets
You want to have a $dollar sign print on the validation tickets. For EZTeller Enterprise: 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 ...
OFAC Search For a Customer using Superview.
You want to search OFAC for a customer while you are working 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 ...
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 would like these checks and corresponding fee tickets to be in a batch. Open Superview and select the bank as your working group: Select ...
Configuring the EZTeller Vault Role to Prevent the Teller From Accidentally Processing Customer Transactions when Logged on as Vault.
EZTeller Role Authority Level for the Vault Teller Role is -0-. The Vault Teller Role has unlimited cash limits, can only buy and sell cash transactions and process Misc. Receipt and Misc. Disbursement transactions. The Vault Role cannot process ...
Configuring a Training Workstation to Receive Simulated Host Override Messages.
EZTeller Enterprise can be configured to run in a simulated host mode. This allows tellers in a training environment to use any account number and real customer accounts will not be affected. Follow these steps to configure the workstation: Browse to ...
Printing the Branch Name on Customer Receipts.
You want the name of the branch to show on the customers receipts. Environment: EZTeller Open Superview and select your role. Note: Superview access is defined under Security Details, if your don't have access to this module, contact your ...
Printing the Hold Notice to the Network Printer
You want to print the hold notice to the network printer. 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 ...
Configuring USB Model Validation Printers in EZTeller Enterprise.
EZTeller Enterprise supports USB model printers in release 5.1 and newer. USB printers can be installed as a Windows printer with the appropriate printer drivers. This allows multiple programs to use the printer. These printers are configured in ...
Configuring a Branch Workstation to be Used for Training and Processing Customer Transactions.
You want to use an existing teller workstation for occasional training. You also need to be able to use that workstation to process customer transactions. Follow these steps to setup roles and workstations: Open Superview and select the Admin Bank as ...
Deleting a Servicing Director Archived Document
To delete a Servicing Director archived document, use the Servicing Director System Administration application as described below. Do not use methods outside of the Servicing Director application to delete the document directly from your file storage ...
Printing Envelopes in EZTeller
You want to use your validation printer to print envelopes. Environment: EZTeller From the main menu in EZTeller®, select Other > Print Envelope. The Print Envelopes screen appears. Type the name and address information you want printed on each line ...
Changing Your Password in EZTeller
You can change your password in EZTeller at any time. Environment: EZTeller From the main menu, select Other > modify > Password. The Change Teller Password screen appears. In the Password field, type your current password. In the New field, type ...
Checking SAM Alerts Manually
You want to find out if an alert or special condition exist for any account. Environment: EZTeller For EZTeller Enterprise: From the EZTeller main menu, select Ask > SAM. The Ask SAM screen appears. Type the account number and press Enter. Select an ...
Resetting the Servicing Director 14.1 or Prior SQL Server Logins
You use the LSCnfg application Run FixRights option to reset the SQL Server logins used by the Servicing Director applications to connect to the Servicing Director SQL Server. Resetting the SQL Server logins will grant the logins access to newly ...
Editing a Workstation Name or Type.
You want to edit the workstation name and type. You can edit any workstation that is not currently in use. Open Superview and select your role. Note: Superview access is defined under Security Details. If you don't have access to this module, contact ...
Allowing Multiple End of Day Transactions
You want to allow the users to take more than one End of Day 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 administrator. You must ...
Adding and Removing Accounts from the Service Charge Analysis Report Options
You want to add or remove specific accounts previously added from the Service Charge Analysis Report. To add a specific account to the Service Charge Analysis Report: Open Superview and select your role. Note: Superview access is defined under ...
Editing the Fee Modification Reason
You want to edit the Fee Modification reason. 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 ...
Extending a HELOC Loan Draw Term
To Allow more Draws, follow the procedure below. Open the Customer Service, Collections, or Disbursements application. Select Options> Draw. Manually change the Draw Term. ArticleNumber: 000047877
Viewing Servicing Director Report or Letter Properties
Viewing Servicing Director report or letter properties shows the document template and other document information. Log into the System Administration application. Click on the Event Manager button to open Event Manager. Select the Event Manager menu ...
Adding a New Employee
Complete the steps below to create a new teller for EZTeller. Environment: EZTeller For EZTeller Enterprise Note: An SQL Login must be created on the SQL Server first. Open Superview and select your role. Note: Superview access is defined under ...
Entering a Servicing Director Service Release Key Code
Use the procedure below to enter a Servicing Director Service Release module key code and activate the Service Release application. Note: If you do not have a key code to access the new Service Release module, contact your Servicing Director account ...
Finding the Servicing Director Database Size on Your Microsoft SQL Server
You can use the Microsoft SQL Server Management Studio program to find the Servicing Director database size on your Microsoft SQL Server. There are two Servicing Director databases, but the primary database is named "Service", which contains all the ...
How to Report a Short Sale in Servicing Director
Processing a Short Sale so it reports to the Credit Bureau To report a Short Sale: In System Administration, Table Setup, select Payoff Reason. Set up a Payoff Reason with a Reason Type of Short Sale. Then either: Perform a payoff quote calculation ...
Deleting Categories
Use the Categories screen to delete a category that you no longer need. Open Event Manager then click Events > Maintenance > Categories. The Categories screen appears. Select a category then click Delete. Servicing Director deletes the category. ...
Running the ACH Web Export
The ACH Web Export selects loans from Customer Self Service (CSS) to be drafted and creates the ACH Web export file. After you move the export to the Scheduled Instances list, you can run the ACH Web Export which creates an export file that you can ...
ACH Web Payment Details Screen
Use the ACH Web Payment Details screen to view a borrower's most recent payment details and payment status. To access this screen, open Customer Service > right-click on Customer Service screen > click ACH Web Payments > select a reference number or ...
Running ACH Export
The ACH Export selects active ACH loans to be drafted and creates the ACH draft export file. After you move the export to the Scheduled Instances list, you can run the ACH Export which creates an export file that you can deliver (on disk) to the ...
Building and Posting ACH Batches
When you service ACH (automated clearing house) loans, you indicate the draft day on the ACH screen in the Customer Service module. You can automatically create ACH batches for designated draft days. Open Payment Processing then click Options > Build ...
Changing the Loan Due Date
A loan was activated in Servicing Director with the incorrect loan due date. Follow the steps below to correct it. To verify that your first payment due date matches the loan due date: Select Customer Service then the Date screen. Verify the first ...
Modifying Other Funds Records in Servicing Director
How to change records for items paid from the other funds balance for the selected loan. To Modify Other Funds Records: Open the Tracking application. Click Options > Other Funds. The Select Other Funds window appears. Click Edit. The Edit Other ...
Setting up GL Account Assignments
Follow these steps to setup general ledger (GL) account assignments. The attached tip sheet is provided as a tool to use when setting up the assignments. After you set up general ledger accounts, you can set up general ledger assignments that ...
Disabling the PayOff Request Page for Servicing Director Customer Self-Service
Borrower access to the Customer Self Service web pages is set by the Borrower Web Access window. To disable the Payoff Request page, edit the Borrower Web Access screen to set Payoff Request access to Deny for Borrowers. For detailed steps, see the ...
Next page