01/27/2020: Document Management System (DMS) Upgrade and Navigation Change

The information in this newsflash applies to Retained Servicing loans.


DMS has been updated, and the option to search for a loan number has changed.


To search for a loan in DMS, click the Loan Search icon shown below.  



Input the loan number in the search field – which now appears on the right side of the window after clicking the Loan Search icon - then press <Enter>.  


The loan number, customer name and address will appear on a green bar.
 


 Click the green bar to view the available documents.  The structure of the document files has not changed.  Please see your Manager or Lead if you have any questions.