Reference
Unlocking a Servicing Director User When the User Is Currently Locked Out
If you enter the wrong password for your Servicing Director user more than the number of attempts allowed by your Servicing Director Security settings, then you will be locked. Once a user is locked, then the system will not let you log in as that ...
Using Servicing Director Read-Only Mode
Servicing Director Read-Only mode switches all users to "view" only security permissions for all screens and fields. Having "view" only permissions allows users to view borrower information and provide limited customer service to borrowers, but ...
Setting Up Event Manager Access for User Groups
In Security Setup, you can control access to Event Manager using the Edit Group screen. You may have groups that you want to have full access to Event Manager, or groups that you want to have limited access to Event Manager, or groups that you do not ...
Checking the Servicing Director End of Year Information for a Loan
Use the Customer Service End of Year screen to view end of year information for loans and as a starting point to access more detailed end of year figures, such as borrower and mailing address information. To access the End of Year screen: Open ...
Setting up Loss Draft Tracking
To enter information about a loss draft claim , including an insurance claim and a miscellaneous information System Administration select Table Setup select Loss Draft Tracking Template As part of the investor and loan type requirements regarding ...
Scheduling an Event to Occur on Last Day of the Month
This procedure schedules an event that needs to be run every month on a particular day and instructs how to execute if it falls on a holiday. Use the Event Manager screen for all recurring instances to view all events that are scheduled to run ...
How To Add Deferred Principal
The article explains the different locations where Deferred Principal can be added/edited Deferred Principal can be added/edited from the below locations: 1) Balances screen from Customer service 2) Investor accounting> loan detail > Balances 3) ...
Setting Up ARM Indices
Set up indices that you want to use in ARM calculations. After you set up indices, you can add interest rates and use them to calculate new rates and payments. Use the Adjustable Rate Mortgage Application Options > Setup Index screen to setup a new ...
Running the ARM Adjustment Status Update
The ARM Adjustment Status Update (Upd) event in Event Manager is the third step in the ARM review process (the second step is running ARM Notices letters). You should run this update every day after you run ARM Notices letters. You do not have to ...
Troubleshooting a Servicing Director Customer Self-Service New Installation or Upgrade
If you have just installed or upgraded the Customer Self-Service product, and it requires troubleshooting, use the procedure below. Run the Web Test Utility program at any time as described in the installation and upgrade guide. The test results may ...
Running the ARM Update
The ARM Update event (ARM Upd) in Event Manager completes the ARM review process. You must specify criteria for this update before you run it at the end of every business day from the Event Manager. To Run the ARM Update event, use Event Manager and ...
Reversing a Payoff when there are Insufficient Funds or Other Reasons
When funds for a payoff need to be reversed for insufficient funds or a misapplied payment and the loan needs to be reactivated, use the following steps to reverse the payoff. Use the Payment Processing application Reversals screen to reverse a ...
Identifying Acquired Loans in Servicing Director
Need to identify Loans Acquired from another company. In Event Manager, select Customer Service, and then select Reports. Select reports. Highlight Acquired Loans and drag it over to the available events. This report summarizes active and inactive ...
Adding Counties to States or Regions
After you set up states or regions, use the counties screen to add counties to the states or regions. If you change a value for a county after set up, you can run the late charge prohibit update, the NSF fee update, and/or the late charge max/min ...
Adding Repayment Plans
Repayment plans can be used when borrowers miss loan payments. They are created to allow the borrower to include an additional payment along with their regular payments. These repayment plans help the borrower bring their loan back to a current ...
Setting Up States and Regions
You must set up your state or region records before you can add any loans to your system. When you set up this table, you enter late charges and NSF fee information individually for each state or region. You use the states listed in this table in the ...
Entering Borrower(s) Credit Scores in Servicing Director
Credit scoring uses statistical models to assess the creditworthiness of a borrower or the likelihood that a loan will become delinquent. There are thousands of credit scoring models; each considers different variables for different types of credit. ...
How to delete Remittances in Servicing Director
Deleting Remittances that have not gone to an investor yet. To delete a remittance manually: 1. Click on Remittances on the Investor Accounting screen. The Remittance Detail screen appears 2. Select the remittance you want to delete form the ...
How to Manually add Remittances
Use the New Remittance Record screen to add the remittance manually 1. Click Remittances from the toolbar on the Investor Accounting screen. The Remittance Detail screen appears. 2. Clink New. 3. Select the Investor ID you want to add a remittance ...
How to add Tax Id and Transmitter Control Code information to the IRS 1099/1098 Export
To submit a 1098/1099 Export to the IRS for end of year reporting Transmitter Control code is a five-character, alphanumeric code assigned to you by the IRS. Tax ID # Is the tax identification number for your company. Open Event Manager and then ...
Unlocking a Servicing Director Customer Self-Service Employee Login
Servicing Director Employee users have a login lock specifically for their Customer Self-Service login, separate from their Servicing Director desktop application login. The Servicing Director employee user is also referred to as a Teller in the ...
Changing Validation Settings in EZTeller
The default EZTeller validation settings are based on how a typical bank using an Epson TM-U375 printer would validate. Banks using other printer models may need to edit validation settings. Log into Superview at a workstation that has a validation ...
Creating SQL Maintenance Plans for SQL Databases
Complete the Maintenance Plan Wizard steps in this article to create the recommended SQL Maintenance plans for products using SQL Server databases listed below. Full Database Backup Maintenance Transaction Log Backup Once complete, right-click each ...
How to Make an Interest Accrual Adjustment on a Line of Credit
You want to know how to make an interest adjustment to the accrual balance either in a positive or negative amount. Select Customer Service Select Draw Select Draw Balance Select Edit Enter the Adjustment in a positive or negative dollar amount in ...
How to Make an Interest Accrual Adjustment on a Daily Simple Interest Loan
In some cases when the Daily Interest was or is accruing at the incorrect rate, you may need to adjust the Accrual Balance either in a negative or positive amount. Select Customer Service Select Other Select Accrued Interest Enter the amount that ...
Adding Comments In Bulk To Servicing Director Loans
Servicing Director delivers the Bulk Comment Event in Event Manager, which allows you to add the same comment to multiple loans. For the Bulk Comment Event, the following conditions must be met: Only loans that are "active" are selected. Only primary ...
Viewing the Servicing Director Current, Prior, and Last Transaction Dates
To view the Servicing Director Current, Prior, and Last Transaction Dates, view the System Administration Company table Transactions tab. Open System Administration. Click Setup. Select Company, and then click Open. Click the Transactions tab. The ...
Setting Up a New Investor in Servicing Director
The following steps describe how to set up a new Investor in Servicing Director when your Secondary Marketing Department sells a loan(s) to an investor that is not currently set up in Servicing Director. To Set up the Investor: Open Investor ...
Adding Vehicle as Loan Type
To identify loan as a Vehicle Loan by adding Additional "Consumer" Loan Type in the drop-down in the Loan Information screen in Customer Service. Vehicle Information can be added in the Collateral Screen in Customer Service Application. Select System ...
Resetting Fusion Servicing Director Admin Password
If you don't know the password for your Servicing Director user name Admin, you can clear or reset the password, which removes the current password. Then, the Admin user will be required to enter a new password at the next login. Have a Servicing ...
Changing the Investor on a Individual Loan in Servicing Director
When a loan is boarded with the incorrect investor ID, the ID can be changed with the procedure below. You will need to do an investor loan transfer. First you will need to set up a loan transfer batch then you will need to add the loan to the batch. ...
How to Track Error Notices and Information Requests
You can add information for a reported error or information request to facilitate the tracking and timely response pursuant to the timing requirements under the Mortgage Loan Servicing Rules (Regulation X). Most requests will consist of a single ...
Manage Module Reports Screen
The system administrator for Servicing Director can use the Manage Module Reports screen to specify which modules a particular report can be run from. (This does not apply to end-of-day reports, which should be scheduled through Event Manager.) The ...
Viewing the Version Number of Your Servicing Director Applications
To view the version number (or release version) of your Servicing Director applications, use the procedure below to view the Help About screen. Other useful information is also displayed on the Help About screen. Note: The version number displayed is ...
Using an Administrator Command Prompt to Install a Servicing Director Customer Self-Service MSI File
Use the Microsoft procedures which give you elevated administrator access, such as using "Run as Administrator" procedure in combination with a Windows Command Prompt to start the Installation. Refer to your Microsoft support resources for ...
Modifying or Deleting Single Points of Contact
Use the Single Point of Contact screen to delete single points of contact who no longer are the primary contact for loans. After you delete a single point of contact, it is no longer available in the Single Point of Contact table and you can no ...
How to Enable or Disable Criteria and Schedule Screen from Popping Out in Event Manager
You want to enable or disable the Criteria and Schedule screen from popping out once the Events are added to the Scheduled Instances screen from the Available Events screen in Event Manager. Go to Event Manager > Options. Select the option that you ...
Preparing Servicing Director System for Automated Tax record Setup
You can now automate tax tracking with a tax vendor. Servicing Director supports automated tax setup through First American or Land America. First you must prepare your system for tax tracking, and then you can automate tax tracking. For more ...
Adding an Email Address for IRS Reporting
If there is an email address for the person to contact at your company regarding electronic or magnetic files, the IRS requires exports to include that email address. Use the following steps to add the email to your company information before you run ...
Defer the Interest Accrual for a Loan
You would like to know how to defer the interest accrual for a loan. To defer the interest accrual: Select System administration > Company table > Loan control. Select the number of days in the Defer Accrual after days(). If the Defer Accrual After ...
Next page