Skip to content
Sign in
Contact us
  • There are no suggestions because the search field is empty.

How to enter Key Service Providers (KSP)?

Below is an article summarizing how to enter a key service provider from the list of contacts and manually on the loan file.

    See this walk-through on how to manage key service providers

    • If you do not have the edit buttons this indicates your user role does not have permission to access this section in the current status the loan is in. Please consult with your system admin if you should have access to this section.
    • If adding manually as a one off on the loan, use the pencil icon to edit your data. You may edit global contacts on the loan level but changes will not sync back to the global contact in the contacts section.
    • If users order Title, Hazard, Appraisal from the actions list the KSP will automatically stamp for you and users will need to enter as the list of actions is the source of truth for KSP assignments.