FirstBank OnBoarding Manual - Flipbook - Page 76
MORTGAGE SERVICING FAQ
No.
31)
Question / Topic
Tax Schedule
The tax schedule which includes
the tax due dates for all states and
counties is used by Firstbank (Front
end) to set up new escrow accounts.
Answer
Additional Notes
Refer to: Tax Payee Table
(Excel Spreadsheet)
The tax due dates Shellpoint uses are
in columns AM/AN and AU/AV.
AM/AN is the first day taxes are due,
and AU/AV is the ELD or last day to
pay without penalty. If the two dates
are different, we use the AM/AN date.
This is because that agency is either
a year end agency or an early return
date agency (they require bulk
payments by a certain date).
32)
Link to additional Borrower Forms
and Helpful Tips
shellpointmtg.com/helpful-tips/
frequently-asked-questions/
shellpoint-mortgage-servicing-forms/
Processes
33)
Insights
Shellpoint’s Inisght Investor Portal
is a website that provides real-time
loan-level data and reporting for
investors.
75
Onboarding Manual
insight.shellpointmortgageservicing.
com/Account/Login
Need Access?
• Provide your name, email
address and office phone
number to NewRez’s
Relationship Manager,
Shelby Crouse @
shelby.crouse@newrez.com
Confidential. Property of FirstBank. Not for Distribution.
