I3 Email Routing: Settlement Services Standard Process
Email Type:- Standard: New user, change loan id, borrower name, unlock user, etc.
- Process request
- Respond TO: Customer
- Additional Information for an "Available" order
- Edit subject line
- Respond TO: Customer
- BCC: yourself
- Save Email to attach in MC
- If order "Available" outsource has not processed, attach Email & Attachments individually
- If order "Available" & outsource HAD processed (order history "change queue") attach Email only
- Mapper will be responsible for saving attachments outside of email.
- Additional Information for RFI
- Edit subject line
- Respond TO: Customer
- BCC: corresponding Mapping Analyst
- Mapper will be responsible for saving the email & attachments outside of email.
- Review Request
- Edit subject line
- Respond TO: Customer
- If review is for:
- Individual Analyst
- BCC: Mapper
- Mapper will be responsible for saving the email & attachments outside of email.
- Dispute Team
- BCC: Yourself and attach email im MC
- Disput Analyst will be responsible for attaching any attachments outside of email.
