The Servicing Actions page is optional. You can use it to keep track of servicing actions for the loan. It will appear in the Tracking menu when a loan is in Funded status.

In a Loan in Funded status:

• Click Tracking in the menu on the left.
• Click Servicing Actions in the submenu that appears.
•  Click Add. The Add servicing Action pop up will appear.

 

• In the pop up, select an Action Type. Then go through and fill in the rest of the fields.
• Make sure you go through the Dates tab and the Deferment/Catch-up tab and fill in any information you need to there as well.
• Once you finish filling out the servicing action record click save.

 

To edit the record of a servicing action:

• Click the hyperlinked action in the table.

 

 

• The edit servicing actions pop up will appear. It is identical to the create a servicing action pop up. Make your edits and click save.

You can delete a record of a servicing action by:

• Clicking the X icon next to record you wish to delete.

 

 

• Click the delete button in the confirmation pop up that appears.