FirstBank OnBoarding Manual - Flipbook - Page 78
MORTGAGE SERVICING FAQ
No.
Question / Topic
36)
Netted Payoffs Allowed?
37)
Servicing Questions
• Escrow
• Payment
• ACH
• PMI Removal
• Loss Draft
• Challenges Reaching Call Center
• Payoff
• Lien Release
38)
Adhoc Reporting
• Bulk/Individual Payment Histories
• Document Requests (From Existing
Borrowers)
• Loan Boarding
• Catch All. When in doubt contact
the NewRez Relationship Manager
Answer
Additional Notes
No
insight.shellpointmortgageservicing
.com/Account/Login
Requests should be submitted through
Insight’s Correspondence Tracker.
insight.shellpointmortgageservicing
.com/Account/Login
• Correspondence Type: Request
for Information
• Operational Area: Analytics
• Request Type: Choose One.
• Data Pull Request
• GDT Issues
• MBR Inquiry
• Other
• Priority: Case-by-Case. You decide.
OR
• Correspondence Type: Request
for Information
• Operational Area: Portfolio
Management
• Request Type: Choose One.
• Delegated Items
• Operational Question
• Reporting Needs
• Other
• Strategy
• Priority: Case-by-Case. You decide.
39)
Audits
• Audit Support Requests
for oversight
• 3rd PartyOversight Requests
• Audit Questionnaires
• Loan Level Audit Support
• Facilitation of Annual Reviews
• Remediation for Audit Issues
77
Onboarding Manual
Requests should be submitted
through Insight’s Correspondence
Tracker.
insight.shellpointmortgageservicing
.com/Account/Login
• Correspondence Type: Request
for Information
• Operational Area: Compliance
• Request Type: Choose One.
• Complaint Reporting
• Compliance Interpretation
Request
• Regulation Requirements
• Other
• Strategy
• Priority: Case-by-Case. You decide.
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