How do I add a service provider to my transaction?

Service providers can be set up in Administration or can be added at transaction time for use with a fee that has a Section of Services Borrower Can Shop For or Services Borrower Cannot Shop For. Once service providers are set up in Administration, you can associate a service provider with a specific fee at transaction time or by using a Fee Policy or Policy Group. At transaction time, the list of service providers will always reflect what is currently setup within Administration.

When you open an existing transaction that was last saved with a service provider which is now deleted, you will be required to select an alternate service provider if there was only one originally selected. You will be alerted to the missing information when you navigate to either the Fee Detail or Print pages.

When copying a transaction, the service provider information from the original transaction will be retained in the new transaction. To get the latest service provider information, refresh them on the Fee Detail page.

• Scenario 1: A Policy Group in Administration is setup for defaulting fees into a transaction.

  With this scenario, Service Provider 1 and Service Provider 2 are entered in Administration and associated with the Appraisal fee and Service Provider 3 is associated with the Pest Inspection fee.

  In Fee Policy A, you add the Appraisal and Pest Inspection fees to the list. Fee Policy A is used with Policy Group A.

  At transaction time, you use Policy Group A and the Appraisal and Pest Inspection fees are added to the transaction. When on the Fee Detail page, for Appraisal, you will see Service Provider 1 and Service Provider 2 as options for the transaction. For Pest Inspection, you will see Service Provider 3. If you want to add a different Service Provider you will need to go back to Administration and add a new Service Provider and associate it to a fee that is part of Policy Group A.

• Scenario 2: A fee is added at transaction time and not from a Policy Group.

  With this scenario, Service Provider 1, Service Provider 2 and Service Provider 3 are entered in Administration and may or may not be associated to a fee. The association to a fee doesn’t impact this scenario.

  At transaction time, when you add a new fee, like Credit Report, and the Section is Services Borrower Can Shop For or Services Borrower Cannot Shop For you will see all service providers from Administration; Service Provider 1, Service Provider 2 and Service Provider 3.

• Scenario 3: Information regarding a service provider is updated within Administration. For example, the address.

  With this scenario, if you need the new information reflected in your transaction you would use the refresh button next to the Service Providers list on the Fee Detail page. The selected service providers would be updated.