This is done immediately when a defi is deemed as incurable.
What is send to Team Lead Milestone bucket?
100
After 2 failed attempts, this is the escalation letter you will send for assistance.
What is Initial Request escalation letter?
100
This is something that you need to include when making a note about mailing a document via overnight mail.
What is the Sent and Received Fed Ex Tracking numbers?
100
This is where you can look if you do not have a working phone # for the borrower.
What is The Final Loan Application, LIS, Old Loan #, and e-mailing the HMC/Processor?
100
These are the three documents you research when determining whether or not a note mod is needed.
What is Note, Deed of Trust, ***Final HUD***
200
This is how you "tell the story" in your notes for the database and arrow. There are 4 total items.
What is Who, What, How and When?
200
If 7 days after initial request escalation letter is sent, and your deficiency is not satisfied, you will send out this escalation letter.
What is the Follow-up Escalation letter?
200
This is the address used when mailing a document to the borrower.
What is the mailing address?
200
This is the screen in LIS that you can find the borrower's e-mail address?
What is 01 PC1?
200
This is the milestone bucket you will use after researching an aged loan and have had 2 meaningful touches.
What is the 75 day bucket?
300
When calling a borrower about signing or correcting a document, this is something you should always include in your notes.
What is the phone numbers?
300
This is the milestone you will log when you receive an e-mail from fulfillment in response to your escalation letter.
What is Escalation Letter Response?
300
These are the following numbers you should try when in getting in contact with the borrowers.
What is Home, Work and Cell for borrower AND co-borrower? **All of these must be included in the notes**
300
You determine a recordable note mod is needed. Kermit is a vested borrower. Miss Piggy is a vested non-borrower. Who will be signing the note mod?
Who is Kermit AND Miss Piggy?
300
This is the milestone bucket you will use when you have researched the loan and exhausted all of your options for satisfying a defi.
What is the Team Lead bucket?
400
This is what you do when the PCA has already e-mailed the Settlement Agent for your defi.
What is call the Settlement Agent?
400
This is the milestone you will use when you e-mail, fax or overnight documents to any contact.
What is Mailing Milestone?
400
When having multiple defis that require the SAME note, you check this box.
What is "Add to All Defis on Loan"?
400
This is the information you will give when leaving a voicemail for the borrower?
What is your name, place of work and your phone number?
400
This is the primary purpose of the Team Lead escalation bucket.
What is determining whether or no a loan should still be worked or sent to management for SLR?
500
How many meaningful touches should you have on a loan before sending to the 75 day Milestone bucket?
What is 2 meaningful touches?
500
These are the milestones you will log when 1) You receive a document 2) You fax to Filenet and e-mail your PCA to satisfy the defi 3) You receive an e-mail from the PCA stating this will not satisfy
What is Documents Received, Sent to SI, and Returned from SI bucket?
500
**DAILY DOUBLE** These are the databases that require all of your comments to be logged in.
What is LIS, LPS, ARROW, and the Defi Database?
500
These are 3 places where you can find the parcel/tax id # for note mods.
What is the Appraisal, the Title Commitment, and the County.
500
This is the bucket you will use when you have a loan that is on day 96 and you have tried contacting the Settlement Agent once to obtain a document.
What is TRICK QUESTION? You would need 2 meaningful touches before sending to the 75 day milestone bucket.