FirstBank OnBoarding Manual - Flipbook - Page 79
MORTGAGE SERVICING FAQ
No.
Question / Topic
Answer
Additional Notes
40)
Sell FHLB Retained Loans
Requests should be submitted
through Insight’s Correspondence
Tracker.
insight.shellpointmortgageservicing
.com/Account/Login
41)
SFTP Transfer Automations (Internal
Use Only)
Mortgage Download Shellpoint _PDD
Friendly: Incoming Shellpoint
Cadence: Daily, 7AM, 10AM, 2PM,
5PM CST
Used by the Servicing Team to send
and receive reports/documents from
the subservicer.
Pickup: SHELLPOINT sftp /out folder
Drop Off:
• \FBKFS02Mortgage
ShellpointReports
• \FBKFS02Mortgage
ShellointDatawarehouse
Note: Trigger SQL Agent Job:
Shellpoint_import
Mortgage Shellpoint: Servicing
_Outgoing
• Use path for Missing Documents
Friendly: Ad Hoc Data/Images
Cadence: Daily M-F, 8 AM- 6pm CST
(every 2 hours)
Pickup: \FBKFS02Mortgage
ShellpointServicingTransmission
Outgoing
Drop Off: Shellpoint sftp site /in/
general
Move Transmitted Files:
\FBKFS02MortgageShellpoint
ServicingTransmissionSent
Mortgage Shellpoint_ Boarding
Outgoing
Friendly: Flat File Boarding
Cadence: Daily, 3AM CST
Pickup: \FBKFS02Mortgage
ShellpointReportsLoanBoarding
Outgoing
Drop Off: Shellpoint sftp site /in/data
Move Transmitted Files: \FBKFS02
MortgageShellpointReports
LoanBoardingsent
78
Onboarding Manual
Confidential. Property of FirstBank. Not for Distribution.
