Inquiry Response Tool (IRT) User Manual. March 2018

Size: px
Start display at page:

Download "Inquiry Response Tool (IRT) User Manual. March 2018"

Transcription

1 Inquiry Response Tool (IRT) User Manual March Fannie Mae. Trademarks of Fannie Mae

2 Introduction Fannie Mae launched the Inquiry Response Tool (IRT) vendor portal in The IRT portal enhances the way the Fannie Mae Expense Reimbursement team manages customer service inquiries related to claims processing, excess fees, and Deficiency Collections. This Inquiry Response Tool (IRT) Submitter User Manual has been created to assist in the submission of questions related to expense reimbursement or excess fees, such as claims in denied, curtailed, AAA Clarification, or pending status Fannie Mae. Trademarks of Fannie Mae of 31

3 Table of Contents Introduction...2 Inquiry Response Tool (IRT) Overview...4 IRT Submitter... 4 Flow Chart and Timeline...5 IRT Key Terms...6 Inquiry Type... 6 Vendor ID Numbers... 6 Inquiry Category... 6 Inquiry Status Log in Screen Request My Password/Username Password Reset Request Username Inquiry Tab View Repository Assigned Users Tab Active Users Search Inquiries User Manual and Key Terms Submit an Inquiry Single Inquiry Submission Promissory Note/Deficiency Collections Create New Inquiry Batch Inquiry Submission Respond to an Inquiry Additional Information is Needed Analyst Response Inquiry Detail Root Cause Users Tab Add New User Change External Role Manage Notifications Password Reset Notification Fannie Mae. Trademarks of Fannie Mae of 31

4 Inquiry Response Tool (IRT) Overview The IRT portal improves our ability to respond and track inquiries related to Expense Reimbursement claims, including questions related to expenses denied, curtailed, or pending, unclear guidelines around a claim submission, Promissory Note, Deficiency Collections, and IPA Access/Issue. The intent of the portal is not to assist with the claim, deficiency collections or IPA submission procedures, but to answer questions related to the decision or pending decision of a specific claim or request as needed. IRT Submitter IRT is the single resource for performing the following tasks: Submitting a claim reimbursement, Promissory Note, Deficiency Collections, or Excess Fee inquiry Tracking the progress of an inquiry Viewing the history of previous inquiries on a loan 2017 Fannie Mae. Trademarks of Fannie Mae of 31

5 Flow Chart and Timeline The IRT workflow will be managed on a seven (7) day timetable. The submitter will have seven (7) days from the time it populates into their queue to take action. If no action is taken after the 7th day, then the inquiry will move to a Completed status Fannie Mae. Trademarks of Fannie Mae of 31

6 IRT Key Terms The following key terms are used in the system: Inquiry Type This Inquiry Type is based on your vendor/servicer profile. Non-Servicer These inquiries will primarily be for REO vendors. Servicer These inquiries will primarily be Servicer related. Reverse Servicer These inquiries will be for Reverse Mortgage inquiries. Reverse Non-Servicer These inquiries will be Reverse Mortgage inquiries for REO vendors. Reverse HUD Claims Packaging These inquiries will be for inquiries related to the HUD Claims Packaging process. MDC Firm This is for inquiries related to Excess Fees and Costs. Deficiency Collections The collection pursuit of strategic defaulters for deficiency balances after foreclosure. Home-Saver Advance The collection pursuit of borrowers who signed a Home-Saver Advance Note as part of a workout solution to avoid foreclosure. Promissory Note The collection pursuit of borrowers who signed a promissory note as part of a workout solution during liquidation of the property (DIL/SS). Vendor ID Numbers SSID Seller Servicer ID Vendor ID Vendor Number Inquiry Category The category is based on the type of inquiry being submitted. Category Expense Curtailed Expense Denied Expense Pending System Issue Unclear Guidelines Excess Fee PFM Prod Framework Mgmt Description The claim was not paid in its entirety. Only part of the claim was paid. The entire claim was denied. The claim has been submitted, but not yet been paid, rejected/denied or curtailed. The system used to submit claims is causing claims to be rejected/denied. The current expense reimbursement submission guidelines or supporting job aids are not clear on how to submit claims. This category should be used only for inquiries specific to the excess attorney fees process. Used as directed for claims submitted through the PFM Claim Type only Fannie Mae. Trademarks of Fannie Mae of 31

7 Category PFM QC Document Request Manual Claim Request (Internal Use Only) Red Flag Referrals (Internal Use Only) Fee Rebuttal/Escalation (MDC Firm Use Only) Cost Rebuttal/Escalation (MDC Firm Use Only) IPA Access/Issue (MDC Firm Use Only) AAA Clarification (MDC Firm Use Only) General Inquiry (MDC Firm Use Only) Document Request (Reverse HUD Claims Packaging Use Only) Eviction Chronology (Reverse HUD Claims Packaging Use Only) HUD Claim Return (Reverse HUD Claims Packaging Use Only) Marketable Title Incorrect/Issue (Reverse HUD Claims Packaging Use Only) Missing Initial/Missing Supplemental (Reverse HUD Claims Packaging Use Only) Other (Reverse HUD Claims Packaging Use Only) Description Used as directed for claims submitted through the PFM Claim Type only. This is for claim reimbursement expense that cannot be processed via traditional claim processing channels (request requires business preapproval). This is to be used by internal vendor primary users to escalate red flag related items. The fee was denied, curtailed, or the user is requesting an additional Fannie Mae review. The cost was denied, curtailed, or the user is requesting an additional Fannie Mae review. The system used to submit IPA requests is not working properly or a user is having trouble accessing the system. This option is requesting additional information or clarification with regards to the AAA Matrix. This option is for general IPA inquiries. Request for any additional documents relative to the claim, excluding eviction chronology and marketable title letter. Detailed timeline of events that took place during the eviction process from the eviction firm. Use if a claim is returned or rejected. To be used if it is determined that dates relative to the marketable dates submitted are incorrect. To be used if there is a claim that is due, but it has not yet been received. Use when inquiries are not covered by other inquiry categories Fannie Mae. Trademarks of Fannie Mae of 31

8 Category General Inquiry (Promissory Note/Deficiency Collections/Home-Saver Advance Use Only) Data Request (Promissory Note/Deficiency Collections/Home-Saver Advance Use Only) NPI Request (SSN) (Promissory Note/Deficiency Collections/Home-Saver Advance Use Only) MI Data (Promissory Note/Deficiency Collections Use Only) Note Request Validation (Promissory Note Use Only) Settlement Approval (Promissory Note/Deficiency Collections/Home-Saver Advance Use Only) Legal (Promissory Note/Deficiency Collections Use Only) Reporting (Promissory Note Use Only) Settlement Campaign Approval (Promissory Note/Deficiency Collections/Home-Saver Advance Use Only) Use Only) BPO Request (Deficiency Collections Use Only) Referral Request (Deficiency Collections Use Only) Description General inquiry (not specific to just data) General request for data only/adhoc. Missing SSN/requesting non-public information for collection purposes. Issues concerning promissory notes/deficiency collections, and MI companies. Missing Promissory note/research requested. The request for a settlement which is below collection vendor s threshold. Legal defense issues and/or approval to seek legal pursuit against borrower(s). Items related to remittance or collection activity reporting as well as missing prom notes report. Approval for collection campaigns that cover a large bandwidth of accounts at reduced settlement amounts. The request for PDF copies of BPO/appraisals. The request from collection vendor to refer an account for collection pursuit. Reason for the request is necessary Fannie Mae. Trademarks of Fannie Mae of 31

9 Category IRS Form 1099C (Deficiency Collections/Home-Saver Advance Use Only) Document Executions (Assignments) (Deficiency Collections Use Only) Reporting (Deficiency Collections Use Only) Incomplete Boarding Data (Deficiency Collections Use Only) Servicer Contacts/Data/Document Requests (Deficiency Collections Use Only) QAR Request/Follow-up (Deficiency Collections Use Only) Deboarding Issue (Home-Saver Advance Use Only) Reporting (Home-Saver Advance Use Only) Description Reporting and/or issues related specifically to IRS form 1099c. The request from a vendor to have a document executed by Fannie Mae and/or Servicer. Items related to remittance, DVD, Vendor Assign List, or other misc. reports generated by collection vendor or Fannie Mae. Issues and/or requests related specifically to the Vendor Assign List report that is generated by Fannie Mae and sent to collection vendor. The request for information from servicer(s) where Fannie Mae s involvement is required. Any correspondence that is specifically related to the QC process known as QAR, Quality Assurance Review. Items related specifically to the mass closing of accounts within the H.S.A portfolio Items related to remittance, collection activity, Dashboards, or other misc. reports generated by collection vendor or Fannie Mae Fannie Mae. Trademarks of Fannie Mae of 31

10 Inquiry Status Status Definition Draft New In Progress Pending Cancelled Completed Re-Opened Re-Opened In Progress Re-Opened Pending Final Review Final Review In Progress Final Pending Research New Research In Progress Research Pending Closed Submitter can save work in progress before they submit the inquiry. System assigned, but not yet reviewed. Fannie Mae review started. IRT submission returned to submitter for additional information. IRT submission returned to submitter, but additional information was not received within 7 days. Fannie Mae review completed and sent to submitter for review. The submitter Re-Opened the Completed inquiry. Fannie Mae review of the Re-Opened inquiry is in progress. The inquiry was sent to the submitter, pending additional information. The submitter Re-Opened the Completed inquiry for a second time. This will be the last opportunity for a rebuttal. Fannie Mae final review of the Re-Opened inquiry is in progress. The inquiry was sent to the submitter, pending additional information. This will be in a Final Review stage. The inquiry was assigned to the Research Analyst, not yet reviewed. Research review started. IRT submission returned to submitter by the research team for additional information. 48 hour hold of the Completed inquiry expires or Submitter accepts response from the Research Analyst Fannie Mae. Trademarks of Fannie Mae of 31

11 Log in Screen 1. After receiving your user name and initial password via , type or click the following link to access the Inquiry Response Tool (IRT). 2. Type your User Name and Password and click Submit. Note: You may be asked to change your password after your initial log-in. Please follow the password requirements below to setup your new password Fannie Mae. Trademarks of Fannie Mae of 31

12 Request My Password/Username This feature provides an automated link to request a password reset and/or to retrieve the username. The link is located on the login screen. 1. Click the Forgot My Password/Username to retrieve the data. 2. Select the option for the data that needs to be retrieved Fannie Mae. Trademarks of Fannie Mae of 31

13 Password Reset Enter your Username, Address, and click Submit to reset the password. Note: The system will send an to the address on file with a new temporary password. Request Username Enter your Address on file and click Submit to request username. Note: The system will send an to the address on file with the Username Fannie Mae. Trademarks of Fannie Mae of 31

14 Inquiry Tab The Dashboard screen is your home screen after you log-in. This screen allows submitters to view, search, submit, and respond to inquiries. Below are the actions that can be performed in this screen: A. Dashboard (Home Screen) B. View Repository C. Users Tab D. Search Inquiries E. User Manual and Key Terms F. Logout G. Search Filters - These filters will allow narrow your search of current or previous inquiries depending on the criteria selected. H. Search Inquiries in your queue - The search function will return results from your queue that matches the selected criteria. I. Remaining Active Days - This section shows how many days remain for the submitter to Accept or Re-Open the inquiry. Action is required on behalf of the submitter. If no action is taken, then the inquiry will move to a closed or cancelled status. J. View Inquiries - Inquiries will display here based on the search criteria entered. These inquiries are items that are still active and are pending further action. View Repository The screen below will allow you to search the entire inquiry system history by selecting the criteria: A. Received From and To Date B. Closed From and To Date 2017 Fannie Mae. Trademarks of Fannie Mae of 31

15 C. Last Activity Date D. Status E. Inquiry Type F. Inquiry Category G. Vendor Type H. Assigned User Assigned Users Tab This tab will allow you to view Active and Disabled Users, Add New Users, edit user information, and manage notifications. This tab can only be viewed by a primary user role. Note: Please go to the Add New User section at the back of this guide for instructions on how to add a user. Active Users The Active Users screen allows the Vendor Primary user to view current active users. This screen will let you view who is online and it will also let you take certain actions. 1. Reset This icon will allow you to reset a user s password. 2. Edit This icon allows you to Edit User information, including manage notifications. 3. History This icon will allow you to view a history of login attempts Fannie Mae. Trademarks of Fannie Mae of 31

16 Search Inquiries This function allows you to search previous inquiries using the options below: Inquiry ID REO ID Loan Number User Manual and Key Terms This feature will allow the user to access the IRT User Manual and Key Terms. 1. Click the icon to access this information. 2. Click the Resources tab and then on the IRT User Manual link to open the manual. 3. Click the Terms tab to view the Key Terms Fannie Mae. Trademarks of Fannie Mae of 31

17 Submit an Inquiry The vendor inquiry workstation will provide the ability to submit a single or a batch set of inquiries. Single Inquiry Submission Hover over the Inquiry tab and select Create New Inquiry option to submit an inquiry. The submitter will be required to enter specific information with regards to the inquiry, denoted with an asterisk (*). The Create New Inquiry screen will vary depending on the Inquiry Type associated with the user s profile. See the Promissory Note/Deficiency Collections Create New Inquiry screen. Note: Reference the IRT Key Terms section for definitions on Inquiry Type and Inquiry Category Fannie Mae. Trademarks of Fannie Mae of 31

18 Promissory Note/Deficiency Collections Create New Inquiry 2017 Fannie Mae. Trademarks of Fannie Mae of 31

19 Batch Inquiry Submission Inquiries uploaded in a batch will be treated and addressed as individual inquiries once uploaded in the tool. Each batch may only contain one Inquiry Category per upload. Multiple batches may be necessary if submitting inquiries that require more than one Inquiry Category. For example, if you have 100 inquiries and 50 of them are Expense Curtailed and 50 are Expense Denied, then you will have to submit two batches; one for each category. 1. Hover over the Inquiry tab and select Create Inquiry Batch to submit a batch inquiry. You will be taken to the Create Inquiry Batch screen. 2. Click the Download Template link and either save or open the template file from the popup window Fannie Mae. Trademarks of Fannie Mae of 31

20 The spreadsheet opens in Microsoft Excel. 3. Enter as much detail as possible, in addition to the required fields. Note: The template upload must be in.csv format. 4. Click the Upload Batch File button, once the file has been attached. A message will appear under the Upload Batch File button letting you know if the upload was successful. The message will also include the Batch number associated with the upload. The inquiries will appear on your Dashboard in the Inquiry tab Fannie Mae. Trademarks of Fannie Mae of 31

21 Respond to an Inquiry The submitter will have a few options when the analyst responds to the inquiry, including: providing additional information, accept the analyst response, re-open the inquiry, save, or cancel the inquiry submission. Additional Information is Needed If the analyst responded to the inquiry and is requesting additional information, then the inquiry will appear on the submitter dashboard and it will be in one of the Pending status codes. The submitter will have seven (7) days to respond to the inquiry. There are also a few different actions that the submitter can take with regards to a Pending inquiry: Save This action will save the inquiry if no action will be taken at that time. The inquiry will remain on your dashboard. Submit This action will send the inquiry back to the analyst. Cancel This action will cancel the inquiry and no action can be taken once this has been selected. 1. Click the Inquiry ID to open an inquiry from the Dashboard. Once the inquiry is opened, the submitter will be able to add comments in the Vendor Comment section. 2. Type the additional information requested by the analyst if needed. 3. Click the Save Comment. If the Save Comment button is not selected prior to sending the inquiry back to Fannie Mae, then the comments will be lost. 4. Decision the Pending inquiry with one of the three available options. Note: The current character limit is set at Fannie Mae. Trademarks of Fannie Mae of 31

22 Comments provided by the analyst will be listed under the External type in the Inquiry Comment History section of the page. Analyst Response When the analyst provides a response to an inquiry, it will appear on the submitter dashboard in a Completed status. The submitter will have seven (7) days to respond to the inquiry. Comments provided by the analyst will be listed under the External type in the Inquiry Comment History section of the page. There are also a few different actions that the submitter can take with regards to a Completed inquiry: Accept This action will close the case and no further action is needed. Re-Open This action will send the inquiry back to the analyst. If the submitter decides to Re-Open an inquiry, then the comments will have to be entered and saved before selecting the Re-Open button. Skipping the steps below will send the inquiry to the analyst with no comments. 1. Click the Inquiry ID to open the inquiry from the Dashboard. Once the inquiry is opened, the submitter will be able to add comments in the Vendor Comment section. 2. Click the Re-Open button. 3. Type comments in response to the analyst response if needed and click Save Comment Fannie Mae. Trademarks of Fannie Mae of 31

23 4. Decision the Pending inquiry with the Submit button Fannie Mae. Trademarks of Fannie Mae of 31

24 Inquiry Detail This tab is located at the top of the Inquiry Details screen. The Inquiry Activity provides an audit trail in regards to inquiry case assignments and case status movement. It tracks the Username, Role, Date and Time of change, and the description of change. Root Cause Submitters will have visibility to the Root Cause once the inquiry has been decisioned. The Root Cause field displays the reason, based on Fannie Mae s assessment, for which inquiry was originally submitted. The Root Cause field will be visible for vendor Primary Users on the Inquiry Details Screen. In addition to the Inquiry Details Screen, Secondary Users can view the Root Cause data within the Excel spreadsheet generated from the Repository Screen. 1. Select the desired search criteria and click Filter Fannie Mae. Trademarks of Fannie Mae of 31

25 2. Click the Export to Excel icon once the desired criteria is displayed. The results will be displayed on an Excel spreadsheet. The spreadsheet will initially be in a.csv format Fannie Mae. Trademarks of Fannie Mae of 31

26 Users Tab Multiple Primary Users are available for vendors with multiple departments within the organization submitting inquiries, related to claims or excess fees and costs processing. The Primary User will create as many secondary users beneath their profile as needed per vendor/department. The Primary User manages their user profiles and controls who is submitting claim inquiries depending on staffing and resource level changes with their organization. Add New User To add a user, move your mouse over the Users tab and select Add New User. You will be taken to the Create New User screen. Before clicking the Create button, fill out the required fields, which include the following: Role This will display available roles (Primary/Secondary). Vendor Vendor/Servicer name. Select Inquiry Type The available options will be based on the Vendor/Servicer profile User Name Currently, there are no specific User Name requirements Fannie Mae. Trademarks of Fannie Mae of 31

27 2017 Fannie Mae. Trademarks of Fannie Mae of 31

28 Change External Role Vendor Primary will have the functionality to update and/or change (within existing user profile) the following IRT roles from Vendor Primary to Vendor Secondary and Vendor Secondary to Vendor Primary. To change external role, move your mouse over the Users tab and select Add New User. 1. Select the role from the drop down tab. 2. Select the vendor name, if applicable. 3. Select the Inquiry type, if applicable. 4. Enter the name of the First and Last name of the user, Username, and address. 5. Click Update to finalize the changes Note: Vendor Primary will have the functionality to update and/or change (within existing user profile) the following IRT roles from Vendor Primary to Vendor Secondary and Vendor Secondary to Vendor Primary Fannie Mae. Trademarks of Fannie Mae of 31

29 2017 Fannie Mae. Trademarks of Fannie Mae of 31

30 Manage Notifications All vendors will receive notifications from a DRS address when inquiries submitted by the user are updated in the application. Note: All users will be opted-in to receive notifications. The instructions below will help you manage the notifications from the Vendor Primary role. 1. Click Active Users in the Users tab. 2. Click the Edit icon. 3. Click the Manage Notification Preferences link to update your notification preferences Fannie Mae. Trademarks of Fannie Mae of 31

31 4. Click Submit to save the updates. Users will receive notification s similar to the one below. Password Reset Notification After 180 days of inactivity, users will receive an automated notification regarding password reset. If no action is taken, the user s account will be deactivated. The first notification will be sent out 14 days prior to account deactivation. A reminder will be sent out 7 days prior to account deactivation. The provides a link to assist with password resets, as well as contact information for additional assistance Fannie Mae. Trademarks of Fannie Mae of 31

Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018

Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018 Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018 Table of Contents Claims Packaging Tool (CPT) Overview...3 CPT Servicer Use... 3 Flow Chart and Timeline...4 Claims

More information

Post Payment Documentation Request Portal

Post Payment Documentation Request Portal Post Payment Documentation Request Portal Responding to an Expense Reimbursement Post Payment Document Request Fannie Mae s Post Payment Documentation Request portal provides an efficient and simple way

More information

DUS DocWay TM Loan Documents User Guide. January 2019

DUS DocWay TM Loan Documents User Guide. January 2019 DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...

More information

Certifying Mortgages for Freddie Mac. User Guide

Certifying Mortgages for Freddie Mac. User Guide Certifying Mortgages for Freddie Mac User Guide December 2017 The Freddie Mac Single-Family Seller/Servicer (Guide) requires a Seller/Servicer selling Mortgages to Freddie Mac to forward the Notes, assignments

More information

Quality Control Advisor SM. User Guide. January 2018

Quality Control Advisor SM. User Guide. January 2018 Quality Control Advisor SM User Guide January 2018 Notice The information in this document is intended to provide general guidance to Freddie Mac Seller/Servicers. The information is offered as an aid

More information

Servicer REAM Deficiency Billing System (SRDBS) User Manual. September 2014 V3.0

Servicer REAM Deficiency Billing System (SRDBS) User Manual. September 2014 V3.0 Servicer REAM Deficiency Billing System (SRDBS) User Manual September 2014 V3.0 2014 Fannie Mae. Trademarks of Fannie Mae. 9.26.2014 Table of Contents PURPOSE... 3 OBJECTIVES... 3 ACCESSING SRBDS 3.0...

More information

HomePath Online Offers Guide for Public Entity and Non-Profit Buyers

HomePath Online Offers Guide for Public Entity and Non-Profit Buyers HomePath Online Offers Guide for Public Entity and Non-Profit Buyers 2017 Fannie Mae. Trademarks of Fannie Mae. July 2017 1 Table of Contents Introduction... 3 HomePath Online Offers User Support... 3

More information

New and Improved QAS Functionality

New and Improved QAS Functionality New and Improved QAS Functionality Effective December 13, 2014, Fannie Mae implemented updates to the Quality Assurance System (QAS) to enhance system navigation and reporting, as well as improve communication

More information

Fannie Mae Invoicing

Fannie Mae Invoicing Fannie Mae Invoicing Servicer User Guide November 2017 2017 Fannie Mae. Trademarks of Fannie Mae. Fannie Mae Invoicing 11.7.2017 0 of 45 Table of Contents 1) Introduction... 2 1.1 Workflow Diagram... 3

More information

HomePath Online Offers Guide for Listing Agents

HomePath Online Offers Guide for Listing Agents HomePath Online Offers Guide for Listing Agents 2016 Fannie Mae. Trademarks of Fannie Mae. June 2016 1 Table of Contents Introduction... 3 HomePath Online Offers User Support... 3 Registration and Login...

More information

Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹

Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹ Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹ In July 2009, the Federal Housing Administration (FHA) launched the FHA-Home Affordable Modification

More information

Lender Connect Collaboration

Lender Connect Collaboration Lender Connect Collaboration When working in files that were originated via RealEC/Closing Insight, the Lender will send over a Closing product with Event Code 431 - Closing Instructions. Below provides

More information

HomePath Online Offers Guide for Selling Agents

HomePath Online Offers Guide for Selling Agents HomePath Online Offers Guide for Selling Agents 2012 Fannie Mae. Trademarks of Fannie Mae FM 0912 1 Table of Contents Introduction...3 Online Offers User Support...3 Your Account...4 Registering on HomePath.com...4

More information

How to Manage Repurchase/MakeWhole Requests

How to Manage Repurchase/MakeWhole Requests How to Manage Repurchase/MakeWhole Requests The Repurchase/MakeWhole section of the Main Menu screen features the following links to preset queries on the different types of repurchase issues: All Repurchase/MakeWhole

More information

Product Eligibility and Pricing Services. Loan Originator User Guide

Product Eligibility and Pricing Services. Loan Originator User Guide Product Eligibility and Pricing Services Loan Originator User Guide Table of Contents Table of Contents Log In... 1 Enter New Loan Data... 1 Evaluate Products... 6 Analyze Search Results... 6 Update Search

More information

Plan Sponsor Website Guide

Plan Sponsor Website Guide Plan Sponsor Website Guide Accessing Your Account... p 1 Summary... p 2 Your Participants... p 3 Participant Loans... p 6 Participant Withdrawals... p 8 Plan Asset Details... p 9 Plan Information... p

More information

VHFA Loan Origination Center

VHFA Loan Origination Center User Guide 1 How to Access 3 Where to access (1) www.vhfa.org Home Page > (2) Business Partners > (3) Loan Origination Center 1 2 3 4 Access & Log In 5 First time access (1) Enter Lender ID, Username and

More information

Web Benefits Admin User Guide

Web Benefits Admin User Guide Web Benefits Admin User Guide. Table of Contents Navigate to Web Benefits... 3 Accessing Employee User Accounts... 4 Employee profile... 4 Active coverage... 5 Event history... 6 Family... 6 Adding a New

More information

Michigan State Housing Development Authority

Michigan State Housing Development Authority Michigan State Housing Development Authority 3/31/2017 Topics Covered in this Training 1. MI First Home & MI Next Home Programs 2. Down Payment Assistance 3. MI First Home Program Highlights 4. MI Next

More information

Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide

Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide Table of Contents File Summary (Online Payment Control Only)... 2 Payment Statuses... 4 Payments Search... 5 Pending

More information

Merrill Lynch E-Contribs for Small Business Retirement Accounts

Merrill Lynch E-Contribs for Small Business Retirement Accounts Merrill Lynch E-Contribs for Small Business Retirement Accounts A Guide for Plan Sponsors Merrill Lynch E-Contribs for Small Business Retirement Accounts enables you to make electronic contributions to

More information

Michigan State Housing Development Authority

Michigan State Housing Development Authority Michigan State Housing Development Authority 6/29/2018 Topics Covered in this Training 1. MI First Home & MI Next Home Programs 2. Down Payment Assistance 3. MI First Home Program Highlights 4. MI Next

More information

Policy. Chapter 6. Accessing the Policy. Nexsure Training Manual - CRM. In This Chapter

Policy. Chapter 6. Accessing the Policy. Nexsure Training Manual - CRM. In This Chapter Nexsure Training Manual - CRM Policy In This Chapter Accessing the Policy Adding a Thank You Letter Editing the Policy Adding, Editing and Removing Assignments Admitted Carrier Identification Summary of

More information

Uniform Collateral Data Portal (UCDP) Lender Agent Admin User Guide February 2016

Uniform Collateral Data Portal (UCDP) Lender Agent Admin User Guide February 2016 Uniform Collateral Data Portal (UCDP) Lender Agent Admin User Guide February 2016 direction of their regulator, the Federal Housing Finance Agency. 1 of 77 Table of Contents Introduction... 7 What is the

More information

Opening a pensionsync account for the first time

Opening a pensionsync account for the first time Set-up user guide Table of contents Opening a pensionsync account for the first time... 2 How to open an Account... 2 Understanding your Account... 4 Viewing your account... 4 Account Details... 5 Payroll

More information

1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type:

1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: 1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: www.benefitbridge.com/egusd 1 1. If you are a returning

More information

WHEDA-Connect Administrators and Users Manual

WHEDA-Connect Administrators and Users Manual WHEDA-Connect Administrators and Users Manual Page left blank intentionally. WHEDA 1.0 Overview: WHEDA-Connect 1 Last Revised Date: October 16, 2017 Table of Contents 1.0 Overview: WHEDA-Connect... 3 2.0

More information

ShelbyNext Financials: Credit Card Tracking (Course #N211)

ShelbyNext Financials: Credit Card Tracking (Course #N211) ShelbyNext Financials: Credit Card Tracking (Course #N211) Presented by: Dave Heston Shelby Consultant 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of

More information

Shared: Budget. Setup Guide. Last Revised: April 13, Applies to these SAP Concur solutions:

Shared: Budget. Setup Guide. Last Revised: April 13, Applies to these SAP Concur solutions: Shared: Budget Setup Guide Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium

More information

User Guide for Pricing Engine

User Guide for Pricing Engine User Guide for Pricing Engine Version 1.2 Effective Date: 02/27/2019 Contents 1.0 STEPS TO ACCESS SEEMYLOANSTATUS... 2 2.0 SUBMITTING LOCK REQUEST... 4 2.1 STEPS TO REQUEST LOCK ON A NEW LOAN... 4 2.2

More information

UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide

UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide UNIVERSITY OF GHANA OFFICE OF RESEARCH, INNOVATION AND DEVELOPMENT (ORID) Grant Application Guide Step 1: Login Process 1. Visit the UG-Research Management Application Portal (UG-ReMAP) to initiate your

More information

Introduction to SettlementOne. Encompass: Ordering a Credit Report

Introduction to SettlementOne. Encompass: Ordering a Credit Report ISSUED 01/31/2011; PAGE 1 OF 11 Introduction to SettlementOne 1. SettlementOne is a settlement services company that offers many of the services needed when processing a mortgage loan. It has integration

More information

Web Incentive Processing System User Guide. For Participating Independent Contractors (PICs)

Web Incentive Processing System User Guide. For Participating Independent Contractors (PICs) Web Incentive Processing System User Guide For Participating Independent Contractors (PICs) Revised: January 2017 2 W e b I n c e n t i v e P r o c e s s i n g S y s t e m U s e r G u i d e P a r t i c

More information

Seller Procedures Delegated. Seller Portal

Seller Procedures Delegated. Seller Portal Seller Procedures Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions Menu

More information

2MP Modifications: Reporting Loan Data, Official Monthly Reporting (OMR) Guidance, and 1 st Lien Loan State Code Descriptions for 2MP Matching*

2MP Modifications: Reporting Loan Data, Official Monthly Reporting (OMR) Guidance, and 1 st Lien Loan State Code Descriptions for 2MP Matching* 2MP Modifications: Reporting Loan Data, Monthly Reporting (OMR) Guidance, and 1 st Lien Loan State Code Descriptions for 2MP Matching* Description & Purpose Under the Second Lien Modification Program SM

More information

Seller Procedures Non-Delegated. Seller Portal

Seller Procedures Non-Delegated. Seller Portal Seller Procedures Non-Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions

More information

StuckyNet-Link.NET User Interface Manual

StuckyNet-Link.NET User Interface Manual StuckyNet-Link.NET User Interface Manual Contents Introduction Technical Information General Information Logging In & Out Session Timeout Changing Your Password Working with the Borrowing Base Creating

More information

PNC HSA Funding & Contribution Guide for Employers

PNC HSA Funding & Contribution Guide for Employers PNC HSA Funding & Contribution Guide for Employers How to set up and send employer-directed HSA Contributions with PNC Bank 20180924AHNJ Document Updates The table below details updates made to the document

More information

Online Offers Quick Reference Non-Profit and Public Entity Buyers

Online Offers Quick Reference Non-Profit and Public Entity Buyers Introduction interested in purchasing Fannie Mae Real Estate Owned (REO) property should utilize the HomePath Online Offers system. Properties within the First Look Marketing Period will have a countdown

More information

Oracle Banking Digital Experience

Oracle Banking Digital Experience Oracle Banking Digital Experience Mortgage Originations User Manual Release 17.1.0.0.0 Part No. E83887-01 March 2017 Mortgage Originations User Manual March 2017 Oracle Financial Services Software Limited

More information

Online Help for Client Employees

Online Help for Client Employees Online Help for Client Employees Accessing the portal (Employee) HowdenBenefits.com is an online web based Self Service Portal that enables employees to view details of insurance products offered by their

More information

TRAVEL PORTAL INSTRUCTIONS

TRAVEL PORTAL INSTRUCTIONS TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE

More information

Associated Connect. Reference Guide: Quick Payments

Associated Connect. Reference Guide: Quick Payments Associated Connect Reference Guide: Quick Payments Page 2 of 14 Quick Payments Use the Quick Payments service to send, save and manage your ACH payments. Depending on your configuration, you can use Quick

More information

Quote & Buy Claims Notification User Manual

Quote & Buy Claims Notification User Manual Quote & Buy Claims Notification User Manual 1 Table of Contents Quote and Buy Dashboard 3 New Quote...... 4 Referring to Lorega.10 Renewals.11 Claims Notification Submitting a new claim.13 Account Management

More information

Oracle Banking Digital Experience

Oracle Banking Digital Experience Oracle Banking Digital Experience Unsecured Personal Loans Originations User Manual Release 18.1.0.0.0 Part No. E92727-01 January 2018 s Originations User Manual January 2018 Oracle Financial Services

More information

For Lenders. Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los

For Lenders. Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los A User ID and Password will be assigned to all users by the designated account administrator

More information

Oracle Banking Digital Experience

Oracle Banking Digital Experience Oracle Banking Digital Experience Unsecured Personal Loans Originations User Manual Release 17.2.0.0.0 Part No. E88573-01 July 2017 s Originations User Manual July 2017 Oracle Financial Services Software

More information

LLC Quick Reference Guide

LLC Quick Reference Guide LLC Quick Reference Guide The Conveyancer (Do Process Software LP) Once you obtain your User ID and Password from FCT by email and you are ready to setup your LLC Account, log into The Conveyancer application.

More information

Disability and Life Online Claims Submission

Disability and Life Online Claims Submission Disability and Life Online Claims Submission User Manual for Employers 38177CAEENABC 06/13 The contents of this manual should not be considered legal advice or recommendations. You should work with your

More information

EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW)

EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW) EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW) Manual Version: 1.1 Last Updated: 29 th Sept, 2015 Contents DashBoard... 1 Balance Summary... 2 Transaction History... 4 View Profile... 7 Edit Profile...

More information

Uniform Collateral Data Portal Reference Series for the Lender Admin: 1- Lender Admin Registration

Uniform Collateral Data Portal Reference Series for the Lender Admin: 1- Lender Admin Registration Uniform Collateral Data Portal Reference Series for the Lender Admin: 1- Lender Admin Registration The Government-Sponsored Enterprises (GSEs), Fannie Mae and Freddie Mac, have developed the Uniform Collateral

More information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must

More information

The claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims.

The claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims. P r a c t i c e M a t e M a n u a l 63 CLAIMS/BILLING TAB Your claim submissions are managed in the Claims/Billing Tab. Claims can be printed, deleted, submitted or unsubmitted here, and rejected or failed

More information

Reporting a Notification, Loan Set-Up or Termination for a Short Sale or Deed-in-Lieu *

Reporting a Notification, Loan Set-Up or Termination for a Short Sale or Deed-in-Lieu * Reporting a Notification, Loan Set-Up or Termination for a Short Sale or Deed-in-Lieu * Description & Purpose Contents As a condition to receiving the incentive payments offered through the Home Affordable

More information

Oracle Banking Digital Experience

Oracle Banking Digital Experience Oracle Banking Digital Experience Auto Loans Originations User Manual Release 17.2.0.0.0 Part No. E88573-01 July 2017 Auto Loans Originations User Manual July 2017 Oracle Financial Services Software Limited

More information

ECN Manager User Manual. ECN Manager User Manual

ECN Manager User Manual. ECN Manager User Manual ECN Manager User Manual ECN Manager User Manual 1 Contents Welcome to ECN Manager... 3 Getting Started... 3 Creating & Submitting an ECN... 4 Tab Information... 5 Workflow Allocation... 5 Approving and

More information

CenterState Bank Financial. TPO Connect Portal User Guide

CenterState Bank Financial. TPO Connect Portal User Guide CenterState Bank Financial TPO Connect Portal User Guide Table of Contents Table of Contents... 2 Introduction... 3 Introduction... 4 Getting Started... 5 Getting Started... 6 Gaining Initial Access to

More information

Viewing Fees. PATH: Portal > Family > Payments

Viewing Fees. PATH: Portal > Family > Payments PATH: Portal > Family > Payments The Payments tool allows users to make online payments for fees and/or deposit money into food service accounts for members of a household. If this feature is used by a

More information

Infinite Campus. Making a Payment. July 15, 2016 Revision

Infinite Campus. Making a Payment. July 15, 2016 Revision Infinite Campus Making a Payment Table of Contents Payments Viewing Fees Fee Payments Optional Fee Payments Deposit Money into a Food Service Account Printing Account Details Managing Payment Information

More information

Payment Center Quick Start Guide

Payment Center Quick Start Guide Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch May 2014 Notice to Recipient This manual contains proprietary and confidential information

More information

MyPenPay User Guide. Login Page

MyPenPay User Guide. Login Page MyPenPay User Guide MyPenPay is an online payment information system that FCA is making available to their retirees. The system offers retirees easy access to information regarding their pension payments.

More information

Multifamily Securities Investor Access Desk Reference Manual

Multifamily Securities Investor Access Desk Reference Manual Multifamily Securities Investor Access Manual February 2013 Contents 1 Application Overview... 3 2 Minimum Browser Requirements... 3 3 Contacting Investor Access Tool Administrator... 3 4 Accessing and

More information

To create your own password, log in via the link in the second .

To create your own password, log in via the link in the second  . NOTE: In order to use the AccountChek services through the Encompass interface, your system admin has to enable AccountChek available to your company, and a login must be created for you by the AccountChek

More information

IRAdirect User Guide Tax Reporting Service

IRAdirect User Guide Tax Reporting Service IRAdirect User Guide Tax Reporting Service It is understood that the publisher is not engaged in rendering legal or accounting services. Every effort has been made to ensure the accuracy of the material

More information

1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type:

1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: 1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: www.benefitbridge.com/egusd 1 1. If you are a returning

More information

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS General Questions: Questions 1. How should store sites be named? 2. How do I get help? 3. How to request consultant/vendor access? 4. How to request FBO Vendor access? 5. How do I delete a project? Responses

More information

Making an Online Payment

Making an Online Payment Making an Online Payment PATH: Portal > Family > Payments The Payments tool allows Portal users to make online payments to fees and/or food services incurred by members of a household. If this feature

More information

COUNT ONLINE BROKING USER GUIDE

COUNT ONLINE BROKING USER GUIDE Welcome to the Count Online Broking website, offering market-leading functionality to help you get more from your online trading and investing: Powerful charting giving you valuable insight into client

More information

PLANNED MAINTENANCE Dealer Administrator Manual

PLANNED MAINTENANCE Dealer Administrator Manual PLANNED MAINTENANCE Dealer Administrator Manual 2009 H-D. Harley-Davidson and the Bar & Shield logo are among the trademarks of H-D Michigan, Inc. HDPM-DAM Rev 11/09 The Planned Maintenance Portal www.hdplan.com

More information

Merchants Bank, National Association

Merchants Bank, National Association Merchants Bank, National Association Encompass TPO WebCenter User Guide Full Document Processing Table of Contents Third Party Origination Website User Guide Getting Started Section 1 Gaining Initial Access

More information

LZS PORTAL USER MANUAL BUDGET TRANSFER. MS Dynamic Portal Budget Transfer P a g e

LZS PORTAL USER MANUAL BUDGET TRANSFER. MS Dynamic Portal Budget Transfer P a g e LZS BUDGET TRANSFER PORTAL USER MANUAL 1 P a g e REQUESTOR GUIDE 1. Open URL https://portalgp.zakatselangor.com.my/gpdbtportal/login.aspx 2. Choose Company and Login to portal using Email Id and given

More information

Participant User Guide

Participant User Guide Participant User Guide Introduction planwithease.com is an online administrative system that helps Plan Sponsors (generally your employer) manage their 403(b) and/or 457 plans in accordance with the Internal

More information

CTIMS FLA Carl Perkins Worksheet & Application Guidebook

CTIMS FLA Carl Perkins Worksheet & Application Guidebook April 20, 2018 CTIMS FLA Carl Perkins Worksheet & Application Guidebook CareerTech Information Oklahoma Department of Career and Technology Education Table of Contents Logging in to CTIMS... 1 Help and

More information

Making an Online Payment

Making an Online Payment Making an Online Payment Viewing Fees Fee Payments Optional Fee Payments Deposit Money into a Food Service Account Printing Account Details PATH: Portal > Family > Payments The Payments tool allows users

More information

Claim Investigation Submission Guide

Claim Investigation Submission Guide Claim Investigation Submission Guide January 2017 AmeriHealth HMO, Inc. AmeriHealth Insurance Company of New Jersey Page 1 of 9 The Claim Investigation Submission transaction lets you submit questions

More information

TAX GROUP USER GUIDE (REGISTRATION, AMENDMENT AND DE- REGISTRATION) December 2017

TAX GROUP USER GUIDE (REGISTRATION, AMENDMENT AND DE- REGISTRATION) December 2017 TAX GROUP USER GUIDE (REGISTRATION, AMENDMENT AND DE- REGISTRATION) December 2017 Contents 1. Brief overview of this user guide... 3 2. Creating and using your e-services account... 4 2.1 Create an e-services

More information

Commsec Adviser Services User Guide

Commsec Adviser Services User Guide Commsec Adviser Services User Guide Welcome to the CommSec Adviser Services trading website, offering market-leading functionality to help you get more from your online trading and investing: Powerful

More information

ShelbyNext Financials: Credit Card Tracking

ShelbyNext Financials: Credit Card Tracking ShelbyNext Financials: Credit Card Tracking (Course #F211) Presented by: Dave Heston Shelby Consultant 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of

More information

Access the UCD Data Form Entry

Access the UCD Data Form Entry Access the UCD Data Form Entry The Uniform Closing Dataset (UCD) collection solution has added a new feature to the user interface that will allow for UCD data entry based on the Borrower Closing Disclosure

More information

MMF Investment Policy Management

MMF Investment Policy Management MMF Investment Policy Management Citibank Online Investments Transaction Services MMF Investment Policy Management Table of Contents Table of Contents Money Market Funds Investment Policy Management...2

More information

Funding Express User Guide Updated as of January 2017

Funding Express User Guide Updated as of January 2017 Funding Express User Guide Updated as of January 2017 2016 Fannie Mae. Trademarks of Fannie Mae. 10.07.2016 1 of 35 About This User Guide... 3 Getting Additional Help... 3 Prerequisites to Using Funding

More information

Introduction to Client Online

Introduction to Client Online Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome

More information

Opening an Account on Schwab Retirement Center

Opening an Account on Schwab Retirement Center Opening an Account on Schwab Retirement Center (With the ability to request and review 408(b)(2) Fee Disclosure Reports) For Charles Schwab Trust and Custody Services Opening an Account/Requesting 408(b)(2)

More information

Tellus EVV Claims Portal TRAINING REFERENCE GUIDE

Tellus EVV Claims Portal TRAINING REFERENCE GUIDE Tellus EVV Claims Portal TRAINING REFERENCE GUIDE REV: 11/17 Sponsored by Centric Consulting, LLC, and the State of Florida, AHCA Table of Contents... 3 5.1 Overview... 3 5.2 Claims Home Page... 4 5.3

More information

UCAA Expansion Application Insurer User Guide December 2017

UCAA Expansion Application Insurer User Guide December 2017 UCAA Expansion Application Insurer User Guide December 2017 2017 National Association of Insurance Commissioners All rights reserved. Revised Edition National Association of Insurance Commissioners NAIC

More information

Getting started. UltraBranch Business Edition. alaskausa.org

Getting started. UltraBranch Business Edition. alaskausa.org Getting started UltraBranch Business Edition alaskausa.org Contents 2 4 6 8 9 11 13 14 15 21 22 23 24 Key features Getting started Company permissions Setting & exceeding limits Configuring ACH & tax payments

More information

Encompass Integration with Radian

Encompass Integration with Radian Encompass Integration with Radian Encompass Mortgage Insurance (MI) Service includes an enhanced integration with Radian for a more streamlined mortgage insurance ordering process. This integration provides

More information

Uniform Closing Dataset Quick Guide

Uniform Closing Dataset Quick Guide Uniform Closing Dataset Quick Guide Transfer Capability from Correspondent to Aggregator The Purpose of this Document: Updated April 30, 2018 This document serves to provide an overview of transfer capability

More information

Plan Sponsor User Guide

Plan Sponsor User Guide Plan Sponsor User Guide Getting Started with PensionEdge Plus This guide is designed to provide you with a quick understanding of the many features of the PensionEdge Plus portal. The portal allows you

More information

The Jump Start Guide. Version 10.17

The Jump Start Guide. Version 10.17 The Jump Start Guide Version 10.17 Table of Contents Table of Contents Subject Pages About MI Online.... 3 Getting Started....... 4 Obtaining User IDs..... 5 Determining What Access You Need...... 6 Logging

More information

Trade Services. Short Guide. Trade Services. April Page 1 of 16

Trade Services. Short Guide. Trade Services. April Page 1 of 16 Short Guide Trade Services April 2017 Page 1 of 16 1 Trade Services Introduction Trade Services is an Internet-based Trade Finance Banking system which provides corporate and commercial import and export

More information

GRANTEE PORTAL: Working with Proposal Budgets, to Submit

GRANTEE PORTAL: Working with Proposal Budgets, to Submit GRANTEE PORTAL: Working with Proposal Budgets, to Submit The following will show you how to create a proposal budget and submit it to the Foundation. LOG IN TO THE GRANTEE PORTAL Please note that the Foundation

More information

Correspondent Lending Client Job Aid

Correspondent Lending Client Job Aid Correspondent Lending Client Job Aid 2 Table of Contents Purpose... 3 Procedures... 3 1. Login... 3 2. Automated Importing of Loan Data... 4 3. Manually Input Loan... 6 4. Product Selection, Submitting

More information

Guide to working with NEST via pensionsync

Guide to working with NEST via pensionsync Guide to working with NEST via pensionsync Contents Open an account with NEST... 1 How to apply for a new pension scheme with NEST... 2 Can I apply for a pension scheme with NEST directly?... 2 How do

More information

VAT USER GUIDE (REGISTRATION, AMENDMENT, DE-REGISTRATION) December 2017

VAT USER GUIDE (REGISTRATION, AMENDMENT, DE-REGISTRATION) December 2017 VAT USER GUIDE (REGISTRATION, AMENDMENT, DE-REGISTRATION) December 2017 Contents 1. Brief overview of this user guide... 3 2. Creating and using your e-services account... 4 2.1 Create an e-services account

More information

Payment Center Quick Start Guide

Payment Center Quick Start Guide Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch August 2015 Notice to Recipient This manual contains proprietary and confidential information

More information

User guide for employers not using our system for assessment

User guide for employers not using our system for assessment For scheme administrators User guide for employers not using our system for assessment Workplace pensions CONTENTS Welcome... 6 Getting started... 8 The dashboard... 9 Import data... 10 How to import a

More information

Processing Overview I

Processing Overview I 2/14/2017 Introduction: In this training material and supplemental training exercises, we explore the items necessary to open a loan. We will step by step walk you through the general processes and required

More information

Seller Portal Users Guide

Seller Portal Users Guide Seller Portal Users Guide Contents Page 3 Overview 4 Seller Portal Access 5 Entering the Seller Portal 6 Main Tab: Underwriting Guidelines 7 Quote Tab: Policy Sale Process 13 Policy Tab: Existing Policies

More information

ProSuite and Stewart Title NextSTEPS

ProSuite and Stewart Title NextSTEPS ProSuite and Stewart Title NextSTEPS Do you order Title Insurance from Stewart Title NextSTEPS? Do you order online and find yourself manually completing much of the same information that you have already

More information