Director 7/CS
Where can you locate important messages like OKTS or certified funds only?
Critical Alerts (CS), Priority Notes (D7), MEM1
If a client says they received a call from us, what is the first page you should check?
TSK1/TSK2
Mr. Robinson reached out and would like to know what he is due for today. You see he's in active Chapter 13 bankruptcy -- what page will have the correct due balance?
BNKA
A loan shows due for 7 payments totaling $10,477.10 with no active bankruptcy or workout in place, but has been referred to foreclosure as of 11/09/22. How would you sac close this client?
"The loan's due for 7 payments and in active foreclosure with no sale date set. Were you reaching out to reinstate the loan today?"
What screen would you use to confirm the amount due for a HELOC?
ELC3
This loan is in an active modification -- what screen would confirm this?
LMT1
What does the SHTPMT task indicate?
A short payment was received
A client's Chapter 13 bankruptcy was recently completed. Would you sac close on the past due?
Yes
On what page can you find out the last time a client reached out to us?
NOTS/Interactions
The cracked house is a new indicator for homes in a natural disaster area, but there is a second. What is it?
The FEMA leaf
What is the fastest way to figure out what an indicator means?
The dropdown arrow on the indicator row in D7
You see the task "UWDESC" open on a loan -- what is your next step?
Navigate to LMTN
MFR - What does the indicator mean?
Motion for Relief; RM may pursue the lien
It is January 31st -- how would you find the current balance on a loan?
DLQ1 & toggle F21
You see a note on the loan referencing an approved modification, but the note mentions FSO -- what pages should you check before presenting?
LMTN/TSK1
FOR1
What task should you close when you see all requested application documents are in DocViewer?
INCAFS
In BNKA, which suspense account are we able to speak on?
Debtor Suspense
This lime green indicator means we MUST provide a certain disclosure before discussing any loan specifics, including the account status.
What is the Mini Miranda?
What screen would you use to see when a task was closed?
PL05
If you want to confirm the down payment amount for a repayment plan, what page would you check in Director 7?
DLQ2
MD2SPC is open and we've advised the documents we need to keep a plan in place but the client states they've been lost in the mail. Do we close the task?
No
There is a Mini Miranda indicator and an active chapter 7 alert on the loan -- which trumps which?
There's an open approval task but you're speaking with the okay to speak -- can they accept the plan?
No, however we can discuss the plan with the 3p. Leave the task open.
What task would you open if a client indicates a home we have marked as vacant is now occupied?
VAC2OC