To create a new Servicer Profile, click on your profile in the upper-righthand corner and then click “Manage Account.”

Servicer Profiles will be the 3rd heading in the lefthand navigation.

Click on the words labeled +Add Servicer Profile.

A drawer will present you with options. Choose your Servicer from the list. If your Servicer is not listed, please choose Other and be sure to enter the required information.

This information will be used in your closing on the Servicing Transfer Request todo.

The Servicing Transfer Request is initiated at the end of a closing. It lets the seller's Servicer know the note has sold and where it will be serviced.

It also lets the incoming Servicer know their client has bought a new mortgage note and provides the purchase details.