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.
- Within the loan file navigate to the overview screen.
- Click edit on key service providers (if you do not have an edit button it means your user role does not have permission to edit in the current loan status and please reach out to your admin to potentially gain access).
- Users may start typing the name of the KSP and a drop down will appear with a list of matches.
- Make your choice and hit save.
If you are adding manually
- Click the + sign.
- Enter the contact name (name of company)
- Enter the Point of contact.
- Enter any other relevant fields.
- Click save.
- If adding manually users cannot edit data once entered. This is to maintain data integrity and users will have to click the + again and re type the contact info.
- 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.