Reference
Exporting Reports From Crystal Reports to Excel
Exporting to excel after previewing the report will result in the columns being mismatched at times. When you set up your report, unselect Print if you choose not to print, and then select File. Select the check box File. Select Browse and pick a ...
Deleting Tracking Records and To Zero Out the Balance in Other Funds Field
If a user is unable to adjust the other funds balance by going to Customer Service > Options > Other funds > and selecting the + - field, and the field is grayed out, it is because there is still an active optional Insurance policy in tracking. You ...
Automating Event Manager Version 14.2 or Prior to Run All Scheduled Events Unattended
The Servicing Director Event Manager application can be commanded to run all scheduled events by Microsoft Windows scheduling software. The Servicing Director Event Manager application allows you to schedule events to run each day, and these events ...
Confirming if a Servicing Director Service Pack is Installed
Use the following procedures to confirm if a Servicing Director service pack is installed. The Servicing Director service packs are small updates or fixes for Servicing Director, which may apply to the Servicing Director database server, or to the ...
Resetting the Servicing Director 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 ...
Uninstalling Servicing Director
If you want to remove the Servicing Director from a computer, use the Windows Programs Control Panel feature to uninstall the software. On the Servicing Director server, there will be a "Database" product, and on the desktops, an "Application" ...
Entering a Servicing Director License Key Code
Your Servicing Director applications require your system to have a license key code. You are provided a unique serial number and key code to identify your company and to enable the desktop applications. The key code specifies the number of loans that ...
Viewing Foreclosure Information Displayed on Periodic Statement
When Foreclosure Information is not displayed on the Periodic Statement. In order for the Date of First Notice of Filing to display on the Periodic Billing Statement, you must have a Default Record and Foreclosure Tracking Record created in the ...
Deleting a One Time Instance In Servicing Director Event Manager
Follow this procedure to permanently delete a One Time Instance in Servicing Director Event Manager. You are be able to accomplish this by using the 'Delete Recurring Instance' option in Event manager. In Event manager, from the Menu go to View > One ...
Setting up Security Permissions for User Groups
Follow these steps to add and modify a new user group. The attached worksheet is provided as a tool to use when setting up new groups. Groups are set up with permissions for access and update capabilities throughout Servicing Director. Users assigned ...
Reporting Action Code 40 on a Freddie Mac Loan
What happens after a user enters an action/exception code of 40? Will Servicing Director stop the “net yield reporting”? How would the P&I reconciliation report be affected if client wants to reactivate? Do they delete the 40 code before they send ...
Correcting a Borrower Tax ID Number if a Loan is Identified on the IRS Exceptions Report as Having a Missing or Invalid Tax ID or Social Security Number
This article explains how to correct a loan that appears on the IRS Exceptions Report because it has a borrower who is missing a tax ID or social security number or has an invalid tax ID or social security number set up in the system. This has to be ...
Reversing a Disbursement in Servicing Director
You posted a disbursement in error and it needs to be reversed. Currently there is no way to reverse a posted disbursement batch in Servicing Director. A Work Around is shown below. Work Around: It is up to the institution what transaction code is ...
Removing Escrow Accounts from Loans in Servicing Director
In some cases if you decide that the borrowers can pay their own taxes or insurance, you can remove escrow accounts from loans. The basic process is as follows: Go to the Tracking Module, and change the relevant details for the loan for the tax ...
Upgrading Servicing Director More Than One Version at a Time
If you are on an older version of Servicing Director and want to upgrade more than one version at a time, the best practice is to upgrade to each release, in the order of their release. The best practice is to upgrade to each release in the order of ...
Final Analysis Has Been Completed and Now User Needs to Reanalyze Loan
User has completed and finalized an Analysis batch and now realizes that some of the loans are incorrect and it is past the 14 days from the effective date of the batch so they are not able to use the Reverse analysis procedure via event manger. Go ...
How To Post a Payment to a Loan After the Maturity Date
Posting a payment received after maturity date has passed. This is controlled via the Servicing Director payment rules. If using Standard Payment Rules, go to table setup Select Payment rules Select edit Select the check box Allow Posting Past ...
Resetting a Servicing Director Customer Self-Service Borrower Profile
Resetting a Customer Self-Service borrower profile will clear the profile password, security questions, and the rest of the borrowers profile settings. Borrowers can reset their password by answering security questions and verifying a security image ...
Deleting Groups
Use the Groups screen to delete a group that you no longer need. Open Event Manager; then, click Events > Maintenance > Groups to open the Groups screen. Select a group; then, click Delete. Servicing Director deletes the group. Click Close to return ...
Testing the Servicing Director ODBC Data Sources
The Microsoft provided Windows ODBC Data Sources configuration wizard provides a connection test, which you can use to troubleshoot your ODBC connections from the Servicing Director applications computer to your SQL server. The Servicing Director ...
Updating New Payment Amount after Escrow Shortage has been Paid
You want to update the new payment amount on a loan after escrow shortage has been paid. Select the System Administration Application. Expand Analysis > End of Day Updates. Drag the Analysis Shortage Payments Update over to your Scheduled Events. ...
Deleting ARM Templates
You can delete templates that are not being used by any existing ARM loans. Templates you delete will no longer appear in the Template Description field on the ARM Information screen. Use the Adjustable Rate Mortgage Application Options > ARM ...
Preparing a Fusion Servicing Director Disaster Recovery Server
Use this article to prepare a Servicing Director server as a recovery server before your existing production server suffers a disaster or failure. Once the disaster recovery server is prepared, it can remain offline, until you need to update it with ...
Editing the Servicing Director Investor Accounting Current Month's Cutoff Records
This procedure edits the current month's Servicing Director investor accounting cutoff records. Open Investor Accounting. On the Latest Cutoffs list, double-click the investor you wish to modify to open the Cutoff Summary screen. On the Cutoff ...
Modifying ARM Templates
You can change existing ARM templates. Templates you change do not affect ARM loans that currently use the templates. Use the Adjustable Rate Mortgage application Options > ARM Template screen to edit a template. For detailed steps, see the Servicing ...
Moving Fusion Servicing Director Customer Self-Service to a New Production Server
You would like to move or migrate a Fusion Servicing Director Customer Self-Service production server to another server, creating a new production server. The procedures below are for your local IT or system administrator familiar with Windows and ...
Year End Process for Running the Daily Simple Interest Accrual Update Event
On December 31st or your last business day and you service Daily Simple Interest loans, you will need the accrued through date to be the last day of the year; example: 12/31/2017. Open Event Manager, select view Select recurring instance From ...
Reinstalling Crystal Reports
Fusion Servicing Director includes a specific version and edition of the SAP product called Crystal Reports for Visual Studio 2010 Run Time version 13.0.15.1840 32-bit. The Crystal Reports application is automatically installed the first time the ...
Editing The ACH Web Payments Screen
Use this screen to set up a loan to be eligible for online payments, and to view details about ACH payments. To access this screen, open Customer Service then right-click on the Customer Service screen then click ACH Web Payments. Accept Online ...
Exporting From Crystal Reports to Excel Format
Exporting to Excel after previewing the report will result in the columns being mismatched at times. When you set up your report, de-select Print; if you choose not to print, select File. Check the box File. Select Browse and pick a location where ...
Creating the Escrow Closing Notice in Servicing Director
The disclosure applies to consumer credit secured by a first lien on real property, or a dwelling for which an escrow account was established and will be cancelled (either at the consumer's request or by the lender/servicer). It does not apply to ...
Creating the Servicing Director Applications Loan History Summary Report
The Servicing Director applications Loan History Summary report lists transaction information for loans. You can view and print this report from various applications from a built-in "History" button and the applications will automatically display a ...
Setting up Error Notices and Information Requests
This procedure covers how to set up error notice and information request tracking as required under the Consumer Financial Protection Bureau's Mortgage Servicing Rule (Regulation X). Open System Administration. Select Table Setup. Select Error/Info ...
Adding Multiple Payment Clearing or Disbursement Accounts
Investors can set up multiple payment clearing or disbursement accounts and use multiple payment accounts to identify the sources of funding for a loan. Transactions are accounted for in the general ledger. : First, you must set up the new bank ...
Creating the Servicing Director Event Manager Loan History Summary Report
The Servicing Director Event Manager application Loan History Summary report lists transaction information for loans. Open the Event Manager application. View the Event Manager Available Events section of the Event Manager screen. Expand the Customer ...
How to Automatically Apply Payments from Unapplied
You can automatically apply payments in Servicing Director from unapplied for a loan by running the Build payments from Unapplied Update event. This event builds a payment batch for loans where the unapplied balance is greater then or equal to the ...
Setting up Servicing Director to Automatically Apply Payments from Unapplied Funds
Using the company table, you can set your loans to automatically apply payments from the unapplied balance of a loan when the unapplied balance is equal than or greater to the payment amount. To set loans to automatically apply payments from the ...
EZ-Adding a Tip of the Day Statement
You can add a Tip of the Day to be displayed in EZTeller at startup. To have a tip displayed in EZTeller at startup, follow these steps: Open Superview. Note: Access to Superview is set up under the Security Details menu within the software. If you ...
How to add Draft Days to the ACH Control Screen
Use the Draft Days tab on the Edit ACH Control screen to specify which days of the month that you allow accounts to be drafted on. When you set up ACH information for borrowers, Servicing Director checks the draft date that you specify for the ...
Changing or Setting up a New Payment Clearing Account
Investors can set up Multiple Payment Clearing or Disbursement Accounts and use Multiple Payment Accounts to identify the sources of funding for a loan. Transactions are accounted for in the General Ledger. Environment: Servicing Director Open ...
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