Navigating ULP
When entering a note in the Collections page, what two drop-down options do we select before Saving our note? (Don't just provide acronyms; write the words out)
"Borrower Called" and "Reviewed Loan"
What is the four-digit number associated with the El Paso Servicing Center?
0632
What is our current procedure if we receive a call from a preparer?
We take the call! =)
What is the name of the secondary applicant?
E******* B********
How many payments has this borrower made on their loan?
Zero!
After we have searched for a file in CAFS and have it pulled up, what do we click on to view prior notes left?
"CLCS" button
What is the four-digit number associated with the Birmingham Loan Servicing Center?
0429
If a file is in Obligating, do we tell them to wait for a Case Manager to contact them?
No; this file will not be funded. (We let them know unfortunately their file will not be processed, and direct them to Lender Match or local assistance for further resources).
Which Servicing Center (or DLSC) does this file show as being located at?
El Paso
What is the next official payment due date for this loan?
11/25/2022
What section on the left-hand side of CAFS do we click on to find out what the EIN of someone's business is?
Under Borrowers, click on the name of the business. It will be located at the top, next to "Tax ID"
If someone's file is in Obligated, Funding, or Funded and they are on Agency Hold, what is our guidance?
Tell them to wait for contact from the SBA.
What is this file's payoff amount as of today (06/13/2022)?
$13,567.64
As of today's date, how much interest has accrued on this loan?
$937.64
In the Collections page, under which section (in blue font) would it show if someone made a prior payment on their loan?
If the caller has not been contacted because they need to update their contact information, who do they email?
pdc.accountcovidloanclosing@sba.gov
What are the last four digits of the primary contact's Social Security Number?
****
What is the date that the loan is expected to be completely paid off by, assuming the borrower makes all scheduled payments and does not pay early or over their minimum required amounts?
05/25/2050 ("Maturity Date")
If you are on the Collections screen, but want to enter a note in a different section of CAFS, what is the SECOND button we would have to press on our screen to get us to where we want to be?
"New Chron"
What is the four-digit number associated with the Santa Ana Servicing Center?
0946
Under the "Payment Info" section in the Collections tab of CAFS, up to how many previous payments will it show us?
12
$13,341.45
This file's most recent mod is in Obligated, they say they have not been contacted by a Case Manager yet, and have already checked their Email, Spam, and voicemails. What do we tell them to do?
Email pdc.accountscovidloanclosing@sba.gov