Jan 13, 2024
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.