Training 1
What is the code that can be placed in the DIS Notes screen in Sagent to see any and all PMI/MIP notes?
Area= ESC
What screen will give you the PMI information in Sagent?
INS/MI
What area code is placed in DIS Notes screen in Sagent if you want to view the Loss Draft status on an account?
Area=Loss
The customer wants to inquiry about the status of how to start the process for a loss draft check, what CIT do you open?
463
What screen in Sagent was used to teach payment history training today?
DIS SUM
What CIT do you open if the customer's inquiry is indicating they paid the BPO fee and want a status update?
056
What was the first thing we covered in training?
Payment History overview
What type of insurance covers flooding and is regulated by FEMA?
Flood Insurance
What screen do you review to obtain information about the customers insurance?
INS HAZ
What do you place in the "area" in dis notes to see only tax notes?
Area=Tax
Customer sends in new insurance policy information, what is the proper CIT to open?
CIT 200+626 or CIT 200+962
Wind Insurance
What screen do you review to see checks that have been disbursed on an account?
Dis Check
Name the 5 most important things the Tax Item screen provides you?
What frequency code identifies the insurance type as Wind Insurance?
23
If a customer qualifies for Tax Exemptions, where in Sagent will you find this information? (2 answers)
TAX ITEM/ Comments Section
What screen in Sagent is used to review the customers tax accounts that are set up with escrow?
Tax ITEM
Customer is inquiring about the status of the removal of PMI on their loan, what CIT do you open?
056
What is the name of the date that tells you when the payment was received?
Transaction Date
Things such as Military Service, First Time Homebuyers or Disabled qualify for discounts toward their taxes, what is this called?
Tax Exemptions
Name the 4 major things the INS HAZ screen provides you?
Payee, Disbursement amount, Disbursement date and Policy number
What does Status code 5 mean in your frequency codes?
The servicer pays the escrow
This type of insurance protects the lenders in case the customer defaults in their mortgage, what is this called?
PMI/ MIP
When a homeowner experiences a loss due fire, flood or natural disasters and has to file a claim with their insurance company, what is this called?
Loss Drafts
What is the screen in Sagent that allows you to see the most recent analysis conducted on the loan?
ANA REV