Customer Support Email Procedure
- Locate the customers loan using email sent to Customer Support
- Open Loan in MSP
- Verify customers account information matches the form
- Save document to your documents folder
- Open DMS search loan number
- Click to upload loan document
- Use dropdown to select document type and select “third Part Authorization [391]
- Click browse for file and select your file from your folder
- Click create document
- Go to MEM1 screen in MSP
- Tab to Life of Loan: and add the authorize party from the form, if customer did not give expiration date press enter. **if they added an expiration date tab to add and add
- Add note to MSP. Example: CS inbox: customer sent in Third party Authorization form to add [third party name] to life of loan (till expiration date) and uploaded form to DMS
