Focus Subject: Partner Showcase & Discussion – Corelogic Tax Contracts & File Exchanges
- Partner discussion with LoanServ TAS specialist; review entire loan lifecycle from both LoanServ and partner perspective
- Escrow partner to co-present the lifecycle of a tax contract, from boarding on Sagent system to payoff, and everything in between
- Sagent to discuss the boarding of loan to system and information needed for the loan to be selected on outgoing tax file
- Partner to discuss the process to send back the contract number and verifying tax information on the loan
- Partner to discuss how the billing file is created and submitted to Sagent once loan is set up and taxes are due
- Sagent to review what happens with the billing file and steps the client needs to take to pay the billing file