Glossary
Escalations
Tech
Comment Codes
Money makes the world Go Round
400

Obligor

What is a person who is listed on the deed but did not sign the mortgage note?

400

Length of time to wait on the assist line before entering a task for a supervisor callback?

What is 5 minutes?

400

Where you can set up recurring payments for the customer.

What is Director Scripting - ACH Process?

OR 

What is MAS1/DFT1?

400

Comment Code used when a customer needs to be transferred to loss mitigation.

What is CSLCRY?

400

The Recast fee amount.

What is $300?

800

RESPA

What is Real Estate Settlement and Procedures Act?
800

This comment code, used when there is an executive complaint for a threat of legal action, will require you to open a supervisor callback task.

What is CSTCOM?

800

Where to update paperless billing in MSP.

What is MAS1/ECON?

800

The comment code to be used when the customer advises they have been impacted by a FEMA disaster.

What is CSDISN?

1200

Mortgagor

What is the person that is responsible for the loan?

1200

3 phrases a customer may use that will result in a call escalation.

BBB/CFPB

Going to the media

CEO/COO/CFO

Lawyer/Legal Action

Accusing of discrimination

Accusing of violating a regulation

threatening to harm themselves or someone else

1200

The password requirements for the servicing digital websites.

Minimum of 8 Characters in Length

At Least One Uppercase Letter

At Least One Lowercase Letter

At Least One Number

At Least One of the Special Characters Shown Below

 )!#$%(*@^|


1200

Comment code used when we are logging a general call from a customer.

What is CSSINQ?

1200

Requirements to set up biweekly drafting plan.

What is being paid 1 month ahead and selecting a start date between the 1-15?

1600

Required Minimum Balance.

What is the minimum amount allowed in an escrow account during the course of a escrow year? 
1600

The criteria needed for a customer to register their account online.

What is their name, loan number, SSN, and DOB?

1600

Comment Code used when setting up a customer with ACH drafting over the phone.

What is CSSACH?

1600

Where to check the effective date of a financial transaction.

What is P309/S3?

2000

Mortgagee

What is the provider of the mortgage?

2000

What a Citadel customer that is a foreign national needs to register an account online.

What is a unique identifier number?

2000

Comment code used when the customer has escalated and the call results in a verbal complaint.

What is CSSPRB?