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Tag: Mortgage

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 – 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

Active and Inactive Loans

September 21, 2023
September 22, 2023
Customer Experience, Standard Operating Procedures, Mortgage, General Mortgage Qs, Existing Loan
Inactive, Mortgage, Loan, sold, Loan Status, Mortgage Status, Paid, Active Loan, Paid Loan, Inactive loan

Third-Party Verification for Loan Account Inquiries without Client on Phone (Insurance Company, Tax representative, Credit Verification, Title Company)

September 21, 2023
October 5, 2023
Customer Experience, Standard Operating Procedures, Mortgage, General Mortgage Qs, Business Rules, Existing Loan
verification, Tax, Mortgage, existing loans, Third, Party, Third party, Third Party varification, verification without customer, verification with customer, Insurance company, Title Company, Credit, Credit Verification, sold mortgage

Horizon XE Loan Account Overview Business Rules

August 24, 2023
October 10, 2023
Customer Experience, Standard Operating Procedures, Business Rules, Existing Loan
Mortgage, Loans, Loan, Horizon XE Loan Account Overview Business Rules, Horizon Loan Account Overview Business Rules

Can a loan customer create an online banking profile?

December 6, 2022
July 6, 2023
Customer Experience, Web Admin, Customer Tools, Online Banking Portal, Mortgage, Online Banking, General Mortgage Qs
Mortgage, Loans, loan online banking, mortgage olb

Can a mortgage customer create an online account?

October 7, 2022
July 6, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Horizon, Web Admin, Mortgage, Online Banking
webadmin, online banking, Mortgage

Client Inquiry – Paying Mortgage/How to Pay Mortgage

September 30, 2022
November 15, 2022
Customer Experience, Standard Operating Procedures
Mortgage, pay mortgage, how to pay mortgage
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