Hamburgers
Representatives access the TrackSource Portal system through:
A Web Link
Representatives access the list of all applications that are available to them by clicking the:
Green Arrow
To Log out of the TrackSource Portal system, team members will click which button?
Log Out
The Scanned Date of a document identifies the date a document was:
Scanned into the system
What information will a representative need to perform a property address search?
Street Number
Street Name
City
State
Zip
A unique 9-digit number assigned to every document in TrackSource Portal is the:
Document Tracking Number
When performing a search, all criteria fields are optional except for which field?
Lender
A payee code search will display the:
Lender Payee Code
Which menu option contains the Payee Derivation tab?
Payee Maintenance
What action will a representative perform if TrackSource does not populate a payee code?
Complete an ILOB request
Do not use carrier codes with a Hierarchy Carrier Code value of:
0
Which field is required on the Audit Forms window?
Lender
What will representatives click in order to navigate to different pages of result options?
Page numbers
Which tab allows representatives to order expedited payments?
Expedited Pay
How will TrackSource show that a representative successfully submitted an expedited payment request?
A message at the bottom of the screen