Preparing your loan records for a new servicing system
A practical starting point for reviewing borrower details, loan terms, balances, and account history before a transition.
Read the migration guideResources
Practical guidance for clearer loan servicing.
Explore guides to organizing account records, preparing for a servicing-system transition, and understanding payment activity.
Guides
Start with the basics.
Understanding payment status and loan records
Learn why authorization, processing, loan posting, and settlement describe different parts of a payment’s journey.
Read the payment guideHelping borrowers get started with their portal
Make invitations and support routes clear so borrowers know where to go and whom to contact.
Read the borrower access guide
Account help
Need help with a specific account?
For loan terms, balances, payment obligations, or payoff questions, contact your lender or servicer. For a technical problem with Roboloan, contact support.