Reference
How to Record Interest Paid at Closing
Interest paid at closing is recorded in the Gross Interest field in the Year to Date screen. It is a memo field for storing the amount of interest paid in the closing of the loan. The Closing Interest amount must also be entered in the Gross Interest ...
Deleting Old Servicing Director Connect Real time Payment Interface ConnectLog.txt Files
The Document Portal folder on your Servicing Director Connect Real time Payment Interface stores ConnectLog.txt files. The ConnectLog.txt files are a log of the Interface processing steps. recording the processing which took place for a transaction ...
Creating the Servicing Director ODBC Data Sources
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 ...
Setting up Servicing Director for Transamerica Tax Billing
There are four tasks that you must perform to prepare to import data from or export data to Transamerica Tax Services. Create a cross-reference table between your escrow type codes and the transamerica taxing authority type codes. Set transamerica up ...
Using an Administrator Command Prompt to Install a Servicing Director 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 ...
How to Calculate Amortization Schedules
Use the What If Amortization screen to calculate amortization schedules. You can change amortization parameters and then calculate the corresponding values, including loan balance, maturity date, and P&I payment. Calculations are not saved in the ...
Checking the Servicing Director Installation Date
If you need to know the date when the Servicing Director program was installed on a given computer, you can use the Windows Programs Control Panel to find the installation date. Open the Windows Control Panel. Open Programs, and if needed,Open ...
Uninstalling the Servicing Director UltraData Enterprise Payment Posting Interface (SD Connect)
If you have the Servicing Director UltraData Enterprise Payment Posting Interface (SD Connect) installed, and no longer will be using it or you have the replacement SD Link product installed, then use the procedure below to remove the SD Connect ...
Determining If a Servicing Director 14.2 or Later Report or Letter Is from the Product Installation or Customized
Servicing Director provides many reports and letters from the product installation, and you can also customize the reports and letters. On Servicing Director 14.2 or later, you can compare the product installation files to the Event Manager report or ...
Testing Servicing Director Customer Self-Service Electronic Statement Email
If you will be using the Customer Self-Service Electronic Statement feature, the Customer Self-Service Business Application server must be able to email from your network and email server setup. When you have a new installation or new upgrade of ...
How to Add Listing Information
Use this screen to record contact information for the listing agent for a piece of property. You can also record the date the property was listed. To access this screen do one of the following: Open Customer Service application Click Property Select ...
Editing the TAAnopExp.txt Layout File
You must change the layout file (format control file) used with the transamerica ANOP export event TAAnopExp.txt. This file consists of a constant value which indicates your designated lender number. The constant value appease in two placed in the ...
Running MERS Biennial Data Review Exports
Run the three MERS Biennial Data Review Exports as part of the MERS Biennial Data Review process. If you have been scheduled for this review, MERS will notify you and assign you a snapshot date – a date to complete the initial review. You will be ...
New/Edit Marketing Promotions Screen
Marketing promotions displays marketing promotions descriptions set up in Table Setup. To Add or Edit Marketing Promotions: Open System Administration application Click Table Setup Select Marketing Promotions from the list Click Open Click New or ...
Viewing and Changing the Fusion Servicing Director Reports Location (SvcData Folder)
Each Fusion Servicing Director workstation requires access to a shared network folder. By default, this folder is named SvcData and located on the Fusion Servicing Director SQL server. The SvcData folder stores system-wide reports and other ...
Deleting a Loan
You want to know how to delete a loan. There is no delivered process within Fusion Servicing Director to edit or delete a Loan Number once a Loan is set to active. The workaround is to pay off the loan with the incorrect Loan Number. The loan will ...
Purging Inactive Loans From The System
You want to know how to you purge inactive loans from your system. There is not currently an option to purge inactive loans. ArticleNumber: 000049860
How to Enable Or Disable Escrow Analysis Leftovers Batch Option
The Leftover Batch should be used as a safety net to make sure no loan goes unanalyzed. Go into System Administration. Go to Table Setup > Module Preferences > Analysis Tab. Select the box next to the Enable Leftovers Batch. This will enable the ...
Avoiding a Duplicate Payment Posting for a Loan when a Duplicate Payment May Have Been Incorrectly Created
Use the procedure below to avoid a duplicate payment posting. when manually posting LockBox payment files. There are occasions when a duplicate posting of a loan payment is possible.This could occur as a result of an import of an invalid Lockbox file ...
Waiving a Late Charge in Servicing Director
Follow the steps below to waive a late charge that was assessed on a loan in Servicing Director. Open Customer service. Select Other. Select Fee Assess/Waive. Enter an amount in a (-) value. Click OK. You can also use this screen to waive NSF fees as ...
How to Set Up Payoff Reasons in Servicing Director
You can set up reason codes to use when calculating and posting a payoff. Payoff reasons allow you to track and measure refinance rates and other business indicators. To set up a Payoff reason: Open System Administration. Click Table Setup. Select ...
Adding a Payee in the Title Company Drop-Down in Document Tracking
Adding a Payee in the Title Company drop-down in the Customer Service Application under Document tracking. The Document Tracking Screen records import information on various Loan Documents, Much of this information is included in the Export file ...
Setting Up a GRH Loan (Guaranteed Rural Housing) Loan In Servicing Director
How does a user set up a GRH Loan (Guaranteed Rural Housing) in Servicing Director A GRH loan can be set up in the Guaranty screen, accessible from either the Collections application, or from the Customer Service application, Loan Info screen. In the ...
Enabling Servicing Director Electronic Billing Statements Using Customer Self-Service Web Pages
This article describes the requirements for enabling Servicing Director electronic billing statements. By default, all Servicing Director borrowers who receive billing statements are set up to receive paper billing statements. If you add the optional ...
Upgrading Servicing Director Customer Self-Service More Than One Version at a Time
The best practice is to upgrade to Servicing Director and the optional Customer Self-Service (CSS) to each new release in the order of their release. However, if necessary, Customer Self-Service can be upgraded more than one version at a time to ...
Testing your Web Server Secure Socket Layer (SSL) Settings
You can test your web site secure socket layer (SSL) settings using third-party tools web applications, which specialize in analyzing the SSL and secure connection properties of web servers. The following information is for your local IT or system ...
Servicing Director CSS Editing The Web Setup Screen
Use this screen to access Customer Self-Service (CSS) setup information including terms and conditions, company setup, and web payments by loan type. To access this screen, open System Administration, right-click and select Web Setup: Select a ...
Reinstalling Servicing Director
Reinstalling Servicing Director is not often a solution to a problem, but if you should decide to reinstall Servicing Director, consider the following: You must uninstall Servicing Director to reinstall it. You must use the Windows programs list and ...
Resetting the Servicing Director 14.2 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 ...
Changing the Servicing Director SQL Login Passwords
You must use the LSCnfg application to change the SQL server login passwords used by the Servicing Director applications to connect to the Servicing SQL server. All Servicing Director applications on all desktops use primarily one SQL server login ...
Cleaning Up Posted Batches Using the Temporary Table Cleanup Event (Temporary Table Clp )
The Temporary Table Clp event runs a procedure that deletes payment, disbursement, loan transfer batches, and cutoff storage records that are older than 14 days, based on the transaction posting date, from the corresponding Servicing Director tables. ...
Adding Late Fees to 1098 Statements
The following steps add late fees as reportable interest on 1098 statements. In the System Administration Module, click Setup > Company. Click Open. Click the End of Year Tab, and select the Add Late fees to Reportable Interest option. Click Ok. This ...
Converting the Servicing Director Mini-Milar Export File From a CSV Format To an Excel Spreadsheet
Servicing Director produces the Mini-Milar Export file in the industry standard CSV, Pipe delimited format. If you have to provide a file in Excel, complete the steps in the procedure to convert the CSV file you produced from the Servicing Director ...
Creating a New Servicing Director Legal Status
A legal status is used to prevent specific transactions on a loan(s). Go to System Administration and select Table Set Up. Select Legal Statuses and then select Open. Click New. Enter a code for the status. Enter a description for the status. Select ...
Creating a New Servicing Director Loan Template
If you are adding many loans that share the same characteristics, you can use a loan template to save time when you enter profile information for a loan. When you select a template in the loan set up profile screen, Servicing Director completes for ...
Correcting an Investor Loan ID in Servicing Director
Correct an Investor Loan ID if it was entered incorrectly. Select Investor Accounting. Select Loan. Enter the Loan ID. You are now on the Loan Participation screen. Edit the field named investor Loan ID. ArticleNumber: 000050132
Changing the Interest Rate in Servicing Director
Change or correct the interest rate on an active loan in Servicing Director if the interest rate is incorrect. Open the Customer Service application. Select Payment. Click Pmt Chg. Click Modify Pmt. Select the Payment Change Date. Change the Interest ...
Preventing Credit Reporting on a Deceased Borrower
You want to prevent credit reporting on a deceased borrower. Select the Customer Service Application. Select the Borrower Tab. Highlight and Select edit Co Borrower. Select the Position field, scroll down to other, and then select other. Unselect the ...
Printing the Master Servicer’s Name on All Documentation
You want to know how to print the actual owner of the loan on all the documents going out to the borrower. Select Master servicing Select Setup Tab Check the Print Name on the Letters box ArticleNumber: 000050145
How to Set Up Investor Information for a Master Servicer
You want to know how to designate the Master Servicer for an Investor. Select Investor account Select the investor Select edit The Master Servicer field will appear in the detail screen. ArticleNumber: 000050142
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