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Tag: Mortgage

Mortgage Payment Return – ACH Debit or Mailed Paper Check

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

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

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

Loan – Monthly ACH Debit Request

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

Existing Loans – Ways to Pay

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

Active and Inactive Loans

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

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

Horizon XE Loan Account Overview Business Rules

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

Can a loan customer create an online banking profile?

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

Can a mortgage customer create an online account?

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

Client Inquiry – Paying Mortgage/How to Pay Mortgage

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