Navigating to Loan Attachments
Loan servicing attachments are retained on the individual loan level. Therefore, each loan file has a section where relevant attachments are able to be retained and stored. To locate these attachments, you'll first open a loan, and then navigate to Attachments in the loan navigation.
Selecting Attachments
Each attachment has a box associated with it, allowing the option to make each attachments Available Online. When this box is checked, the attachment will instantly be made available in that Borrower's portal, no additional publishing or transmitting action is required.
Adding Attachments from Tasks and Reports
When utilizing Loan Servicing Tasks & Reports, some notices and reports can be shared with Borrowers directly from that generation workflow. Doing so saves time in not having to go to the individual loan file to then share the attachment.
Locating in the Borrower Portal
When an attachment is available in the portal, Borrowers are able to access this via the top navigation menu of their portal. The Documents tab retains all previously shared attachments.
