Initiating a Servicer Transfer
Once a case has been submitted, the Portal can easily transfer a borrower's case along with all the case information and any documents that have been uploaded to different Servicer.
To Change the Mortgage Servicer:
- On the Borrower Information Screen, locate Review Options at the bottom of the left navigation panel.
- Click Servicer Transfer.
- Select the appropriate Servicer from the Servicer Dropdown Box.
- Enter the reason for the transfer.
- If you have a Servicer Transfer Letter or similar document, click Choose File… to attach it.
- Click Submit
Once you submit the Servicer Transfer, the status of the case will change to New and the new servicer will have access to the case and documents.