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How do I update the loan number on an account that has already been submitted to the Servicer?

How do I update the loan number on an account that has already been submitted to the Servicer?

Updating a loan number

Nate Jeffries avatar
Written by Nate Jeffries
Updated over 2 months ago

If you are the Borrower's Attorney:

If the loan number needs to be updated on a case that has already been submitted to the Servicer, simply reach out to the Servicer via Portal messaging and request that they update the loan number.

To contact the Servicer and request an update to the loan number:

2. Click on the borrower's name to open their Borrower Information Page.

3. Locate the History Section of the page.

4. Click the New Message Button.

5. On the Messaging Window under Recipients, make sure the Servicer checkbox is checked.

6. For the message subject, enter Loan Number Update.

7. Provide the new loan number and any other relevant information in the message body.

8. Click Submit Message.

Compose New Message Window:

If you are the Servicer:

Update Loan Number

2. Click the borrower's name to open their Borrower Information Page.

3. On the left-hand navigation panel, locate Review Options.

4. Click the Edit Loan Number.

5. Enter the correct loan number.

6. Click the Save Information Button.

An entry will be added to the Borrower's History Log indicating that the loan number has been updated by the Servicer.

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