The Servicing Transfer Package submission is available with DocMagic and IDS document integrations. This link allows clients to order a Servicing Transfer Package directly through their doc provider. The core documents that are included in the Servicing Transfer Package can be adjusted to meet individual client needs. To add, subject or change documents that are found in this package please contact your representative at DocMagic or IDS.
To order a DocMagic Servicing Transfer Package select a loan > left navigation > Doc Packages > Servicing Transfer Package - DocMagic > Submit. Additional fields can be selected on this screen.
Field |
Definition |
Loan Number |
Loan Number of the loan |
Borrower Name |
The name of the borrower |
Document Type |
The type of document package being ordered |
Language |
Select the language that is preferred (this will need to be set up with DocMagic) |
Request Type (User Right) |
Select from Audit Only or Complete Package |
Document Format (User Right) |
Select from PDF or DocBlock |
Plan Code (User Right) |
This will change the type of documents being returned from the product defaulted plan code to the newly selected plan code |
Alt Lender Code |
Available upon request. This field allows users to enter a code that will populate documents in an investor’s name, rather than the lending institution |
Submit |
Submits the request for the document package |
Cancel |
Leaves the submission screen and returns the screen to the loan dashboard |
Note: DocBlock document format will return documents in the DBK file format and this requires DocMagic’s DocMaster viewer software to view.
To order the IDS Servicing Transfer Package select a loan > left navigation > Doc Packages > Servicing Transfer Package-IDS > Submit.
Field |
Definition |
Loan Number |
Loan Number of the loan |
Borrower Name |
The name of the borrower |
Document Type |
The type of document package being ordered |
Submit |
Submits the request for the document package |
Cancel |
Leaves the submission screen and returns to the loan dashboard. |
Note: When submitting, if any required fields are not complete, the screen will show the items missing with a blue hyperlink that can be clicked to direct the screen to the missing field.
To view the document package select the loan > go to the left navigation > Doc Packages > Servicing Transfer Package – “Doc Provider” and click the view icon. This will open a new window with the document package contents.