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Category: Mortgage

How can a client verify the micro-deposits for a newly added external account? Website or Quontic Mobile App

December 13, 2023
December 13, 2023
Customer Experience, Standard Operating Procedures, External Transfers, ACH
micro deposits, Verify Micro deposits, confirm micro deposits, Website or App, First and Second Micro – Deposits, Confirm Trial Deposits

How Can a Client view their ACH External transfer limits? Website & App

December 13, 2023
December 13, 2023
Customer Experience, Standard Operating Procedures, External Transfers, Mobile App, Online Banking Portal, ACH
online banking, Transfer, Move Money, mobile app, steps, Limits, Transfers, transfer limits, ACH External transfer limits?, Locate Transfer Limit, View Limits, move money limits

What is the Annual Escrow Account Disclosure Statement?

October 18, 2023
November 16, 2023
Customer Experience, Mortgage
escrow, What is the Annual Escrow Account Disclosure Statement?, Escrow disclosure statement, Annual escrow disclosure, Escrow Disclosure, Escrow statement, Disclosure statement

Mortgage Payment Return – ACH Debit or Mailed Paper Check

October 6, 2023
October 10, 2023
Customer Experience, Standard Operating Procedures, Mortgage, Existing Loan, ACH
Mortgage, Mortgage Payment Return, Return Payment, Payment Return, Insufficient Funds, NSF, Returned Check, Return Payment Fee

Loan Pay-Off Letter Request

October 5, 2023
October 5, 2023
Customer Experience, Standard Operating Procedures, Existing Loan, Payoffs
payoff, Title Company, Mortgage Payoff, Mortgage Pay Off, Pay off Request, Payoff Request, Payoff Letter, Pay Off Letter, Title Company Payoff, Payoff Wire Instructions, Payoff Check Instructions, Payoff Request Form, Payoff Letter Example

Unposted/Missing Loan Payment – Check or Wire

September 28, 2023
October 3, 2023
Customer Experience, Standard Operating Procedures, Mortgage, Existing Loan
Mortgage Payment, Loan Payment, Unposted, Missing, Unposted Loan Payment, Unposted Mortgage Payment, Missing payment, Missing Loan Payment, Missing Mortgage Payment, Unposted Wire, Missing Wire, Missing Check, Check Log, Expedited payment, USPS

Request to Drop off Payment in Person

September 28, 2023
October 5, 2023
Customer Experience, Standard Operating Procedures, Mortgage, Existing Loan
check, Mortgage Payment, Loan Payment, Astoria, Payment in Person, Drop off check, check drop off

Loan – Cancel ACH Autopay, Change Autopay Draft Date, Update ACH Banking Information

September 22, 2023
October 5, 2023
Customer Experience, Standard Operating Procedures, Mortgage, Existing Loan, ACH
Mortgage, Loan, Mortgage Auto Pay, Cancel auto pay, Cancel loan auto pay, Cancel mortgage auto pay, Auto Payment, Cancel Auto Payment, Change Draft Date, Draft Date, Change ACH Draft Date, Update ACH, Update Banking information, Update ACH Bank

Loan – Monthly ACH Debit Request

September 22, 2023
November 16, 2023
Customer Experience, Standard Operating Procedures, Mortgage, Existing Loan, ACH
Mortgage ACH, Monthly Draft, Monthly Debit, ACH Exception, Mortgage ACH Debit, Loan ACH Debit, Loan ACH Debit Request, Monthly ACH Debit Request, Monthly ACH, Mortgage, Loan ACH, ACH Debit request, 290, Loan, Ways to Pay, ACH Debit, ACH

Existing Loans – Ways to Pay

September 22, 2023
November 16, 2023
Customer Experience, Standard Operating Procedures, Mortgage, Existing Loan
wire payment, Mortgage, ACH, Ways to Pay, Loan, Pay my loan, Pay my mortgage, Money Order, 290, 390, Pay, ACH Payment, Mailed Check Payment, Loan Adminstration
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