Servicing

Servicing Platform

Servicing: Elevated through innovation

A smarter, faster, more connected servicing experience is on the way — and it’s built to transform how you work. 

We’re launching the next generation of servicing support: a streamlined, intuitive experience that cuts friction, saves time, and brings all your tools and data together. With consolidated insights, you’ll see the full picture and make confident decisions. And with innovations like event based reporting and simplified cash management, you’ll move faster, eliminate manual steps, and boost accuracy across your operation. 

This transformation is coming quickly — key resources are available to help you prepare.

Manage escrow reporting testing with confidence 

Access testing resources to ensure a seamless implementation. All acting servicers must complete user interface testing.  

View Integration Testing Plan

Access UI User Guide

Box & Hub User Guide

 

Key resources for the latest updates  

 

 

Data Requirements and Technical Specifications

Resources exclusively for Technology Service Providers 

  • Servicing Changes Reference Guide
  • Loan Management: Servicing Events and Data Requirements
  • Technical Specifications
  • Webinar Recording
  • User Interface (UI) Upload File Format

Access Resources

 

Implementation Readiness Tracker

Frequently asked questions

These transformational changes are part of a multi-year initiative and will be delivered incrementally in a phased approach. The high-level implementation timeline, including customer integration testing and production go-live milestones, is available on our web page. Further details will be provided at a later date.

We encourage you to review the Lender Letter, Data Requirements, Implementation Milestones, Technical Specifications, Servicing Changes Reference Guide, and Loan Escrow Customer Integration Test Plan documents to: 

  • Understand the change implementation roadmap and key milestones.
  • Analyze how changes will affect your current systems and processes, with a focus on Escrow Reporting.
  • Map data to the future reporting requirements, identify gaps, and begin planning how you will source new data.
  • Start planning for your business processes, operational changes, and development activities.
  • Start understanding testing requirements and begin preparing for the Loan Escrow testing period.