Case
When funds are not placed correctly in the right spot you submit this (ex. funds placed in escrow instead of principal)
A tool used to see the amount escrow payment will be and possible shortages
What is an escrow analysis
This is what TAD and LPR stand for
This is the protection of late fees for the first 15 days of the month
What is the grace period?
This document is sent out every month detailing payment history and next due amount
What is monthly statement?
This case you submit when a customer states or shows frustration on the call
What is a VOC
The two month buffer needed in most states to be in the escrow account at all times
You can see the customers unpaid principal, maturity date, and interest rate in this tab (2 steps)
What is summary tab and general information?
Last day majority of loans can pay for their grace period before late fees
What is the 16th?
Document sent out at the start of a new year that is used for taxes
What is a 1098 form?
When submitting a name change you need 2 of these 6 documents for it to go throguh (name at least 4 of them)
What is ID, passport, Military ID, Marriage/divorce cert., social security card, or court order confirming legal name change?
A special escrow item that is paid to the investor of the loan due to risk of default or foreclosure that in some cases can be removed
What is PMI or private mortgage insurance?
This allows you to see multiple loans if they are serviced with us
What is associated loans?
This code is placed when submitting a promise to pay in iAssist
The legally binding document that lists terms of the loan
What is the Note?
Something requested when a customer feels their FICO score is not accurate and requests to be corrected (Make sure it is specific case)
A credit update and dispute case
A site we can use to see if someone is not in a flood zone and eligible for flood insurance removal
What is fema.gov
A delinquent account requests for assistance on payments and you need to setup this callback request due to long holds
What is a Special point of contact or SPOC?
The largest payment amount a customer can make in one day without using a wire or certified funds
The amount is 99,999,999.99?
You can find bi-weekly, partial release, and ACH setup under here
Can you find under documents than templates in iAssist?
This case you use when needing to reissue an escrow surplus check
What is there is no case, done in sharepoint
A special tax we escrow for in the state of Texas in certain district(s)
What is Municipal Utility Districts or MUD tax?
You go here when a customer wishes to turn off their paperless (Give full instructions)
You would click on correspondence on top right of iAssist and checkmark the box to change account to paper correspondence?
This code is added when you submit a partial payment or escrow payment
What is Future payment arrangement or FPA?
You can find affiliation to nationstar/mr.cooper on the last page of these kinds of documents
What is template documents like ACH or bi-weekly setup forms?