MI Online Loan Servicing Training Guide. Version 11.14
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1 MI Online Loan Servicing Training Guide Version 11.14
2 Table of Contents Table of Contents Subject Pages About MI Online Loan Servicing Servicing Transfer Loan Number Change Activate Deferred Cancel / Refund MI Online and Radian Resources
3 About MI Online MI Online is Radian s web-based platform offering a secure environment 24/7 to quickly and easily access or modify commitment information; transfer servicing; receive a rate quote; view a payment history, and submit or view a claim. MI Online is recognized as one of the most user friendly systems to learn and use. Can be accessed from or Has interfaces with various popular Loan Origination Systems. An up-todate list of those interfaces can be found on our corporate website under Technology Solutions. Is supported by Radian Customer Care and Radian s sales team. Offers online support via Live Help, help icons and quick reference guides. 3
4 Loan Servicing This function provides you the ability to access premium payment history as well as perform activities to keep the Radian MI certificate active and In Force by notifying Radian of closings, servicing transfers and cancellations. Select Loan Servicing from the main menu tabs. You can perform the following functions: Servicing Transfer Loan Number Change Activate Deferred Cancel/Refund Closing Date Modification * If you do not have access to a listed function, please contact Radian Customer Care. 4
5 Servicing Transfer Step 1: Enter General Transfer Information Select whether you are Buying or Selling Servicing. The default is set to Buy Servicing; manually select the radio button to change the setting. Enter the Effective Date of the servicing transfer. Click Next to proceed to the next step. Tip: The Effective Date populates with the current date. This date cannot be in the future and no more than five years prior to the current date. 5
6 Servicing Transfer Step 2: Enter Servicer Information for Buy Servicing For the Buy Servicing option, select the Master Policy Information and review the Agreement. Select I Accept and click Next to proceed with your transfer. Click Cancel to end the request. Click Previous to go back to Step 1. 6
7 Servicing Transfer Step 2: Enter Servicer Information for Sell Servicing Tip: The binoculars direct you to a lender search. You are not required to know the Master Policy Number of the new Servicer. Populate any of the fields to narrow your search. If you select the Sell Servicing option, click on the binocular icon to search for the New Servicer Information and click Next. 7
8 Servicing Transfer Step 3: Enter Certificates to Buy or Sell Tip: Transfer transactions can include up to 50 certificates. Click the Add More Rows link to add additional rows. Enter the certificate number(s) you wish to transfer and then click Look Up. If the certificate number matches our records, the system will display the following data: Borrower Name Property Address Company Name Loan Number (if applicable) Click Finish to submit the transfer request for processing. Click Cancel to end the transfer request. 8
9 Servicing Transfer MI Online will provide an online submission confirmation which will summarize your transfer request. Select the print a copy link or click on the printer icon to print a copy of the request for your records. To transfer additional certificates select the click here link to take you back to Step 1. 9
10 Loan Number Change This option allows you to change the loan number from the originating lender to the lender acquiring the mortgage loan, modify an incorrect number, or add a loan number. The Loan Number Change screen can be accessed in two ways: While on the Inquiry screen, hover over the Quick Links dropdown and select the Change Loan Number option. Note: This option auto populates your current certificate number in the Certificate Number column. Click on the Loan Servicing menu option in the top menu bar. Select the Loan Number Change subtab to navigate to the screen. 10
11 Loan Number Change In the Certificate Number column, enter the certificate number of the loans you wish to change, then click Look Up. If the certificate number matches our records, the system will display the following data: Certificate Number Borrower Name Company Name Loan Number (current) To change the loan number, enter the new loan number directly in the Loan Number field. Once the loan number has been updated on the screen, click Finish. There are 10 entry fields initially with the option to expand to 50 if desired. Select the Add More Rows link to add additional rows. 11
12 Loan Number Change MI Online will provide an online acknowledgement summarizing your loan number change request(s). 12
13 Activate Deferred The Activate Deferred screen allows you to activate a Commitment with a deferred monthly payment type when premium is not due at closing. The Activate Deferred screen can be accessed in three ways: While on the Inquiry screen, hover over the Quick Links dropdown and select the Activate Deferred option. Note: This option auto populates your current certificate number in the Certificate Number column. Click on the Loan Servicing menu option in the top menu bar. Select the Activate Deferred sub-tab to navigate to the screen. For users with MI Order functionality, the ability to activate deferred certificates also exists with the Order Services menu option. 13
14 Activate Deferred Enter the Certificate Number of the loan you wish to activate, then click Submit. In the Loan Information section, enter the Loan Closing Date and the First Payment Date, then click Submit. Tip: The Loan Closing Date cannot be in the future and no more than six months prior to the current date. The First Payment Date cannot be prior to the Loan Closing Date and no more than 180 days past the Closing Date. 14
15 Activate Deferred MI Online will provide a confirmation of the activation. The submission policy status is now In Force. 15
16 Cancel/Refund This option allows you to request a cancel. The Cancel/Refund screen can be accessed in two ways: While on the Inquiry screen, hover over the Quick Links dropdown and select the Cancel/Refund option. Note: This option auto populates your current certificate number in the Certificate Number column. Click on the Loan Servicing menu option in the top menu bar. Select the Cancel/Refund sub-tab to navigate to the screen. Tip: This option provides details of any balance due prior to cancellation and notifies you if a refund is due. 16
17 Cancel/Refund Enter the Certificate Number of the loan you wish to Cancel/Refund, then click Look up. If the certificate number matches our records, the system will populate data in the Borrower and Certificate Information sections. In the Cancellation Information section, select the Cancellation Reason and Cancellation Date, then click Next. 17
18 Cancel/Refund The Upfront Refund field displays the refund amount, if applicable. Click Submit to process the cancellation. The certificate has been successfully canceled. 18
19 Cancel/Refund MI Online will provide an online confirmation of the cancellation. The submission policy status is now Cancelled. Tip: To complete another transaction, click the Return to Cancel/Refund link 19
20 MI Online Resources Online Help Radian Customer Care Team We re here to help! Click Live Help to instantly chat with us. This option can be found at the top right corner of every screen in MI Online! 20
21 Using MI Online Support Area Customer Care Radian Website Contact Info Hours of Operation Support services offered 8:00 AM to 8:00 PM ET 24 x 7 New Customer Set Up Rate Inquiries MI Online User Ids and support Secure Sender Inquiries Status requests Certificate Copies, Inquiries, Research and Updates Billing issues Disclosure issues Reinstatements HARP Certificate Data Refunds Claims inquiries Borrower/Consumer inquiries Homeownership Counseling Rate Cards Rate Calculators MI Product Info Underwriting Guidelines Servicer Guides Sales Rep Finder Training Catalog and Webinar Calendar 21
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