PAYMENTS
How does an escrow account for insurance work?
PNC pays the annual premium in advance to the insurance compant and the customer pays it monthly to PNC.
Which screen is used to check previous notes?
HAZN
Provide the 3 necessary items for the verification.
-Full name.
-Property address.
-Last 4 of SSN.
Which task do we open to add a cell ph #?
CRADDR
Time frame for a regular single payment.
7-10 business days
Which screen is used to see the letters sent?
(Bonus point: how do we open them?)
PL05
Bonus point: F3
Time frame to update USR4.
60 days.
Which task is used to send LPI dec page?
ASGDOC
Time frame to stop a bulk check.
30 days.
How can we see the disbursement and refund history?
HAZ1 - DHST/PF17
If the customer's daughter was verbally authorized yesterday and she calls back today, are we able to go on with the call?
No, the verbal authorization only lasts for the duration of that call.
Which task is used to send the authorized 3rd party form?
Explain the steps to send a payment overnight.
1. Update policy on HAZ1.
2. Press F9 - Batch Code: HOT, HAZ: 2, SEP: Y - Enter.
3. Paste template on HAZN.
4. Share template on Teams channel.
Name the 3 screens used to see authorized 3rd parties.
1. MEM1
2. NBID
3. MAS1 - BOR1
If a customer is being transferred fully verified from the mortgage dept, is it required to say the recording disclosure?
Yes.
Which task is used to change the property address?
We can't change the property address, only the mailing address.
When do we send the Pending (1) payment?
Never.
SER1 - HHAZ
What is the verification process for an agent?
-Full name.
-Agency/insco.
-Customer full name.
-Property address.
-Policy #.
-Callback ph #.
Which task is used to request a stop payment?
HAZCHK