Third party insurance agents must verify the following pieces of information:
- Customer’s name
- Customer’s property address
- Insurance company name
- Insurance policy number
Once verified, Customer Experience Specialists should provide the following loan details:
- Name of new servicer
- New servicer loan number
- Transfer effective date
- Contact information for new servicer
Interim servicing loans:
- Access Encompass
- eFolder
- Review the Homeowners Insurance Policy document to verify required information