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Download the Template
To upload charge-off workout requests, download and save the Charge-Off Template on the Upload Charge-Off Submissions page.
1. From the Resolve® Dashboard, click SUBMISSIONS in the top navigation bar. The SUBMISSIONS menu displays.
2. From the SUBMISSIONS menu, click the Charge-Off link under LIQUIDATION.
3. The Upload Charge-Off Submissions page displays. Click the Charge-Off Template hyperlink to download the template.
4. The Charge-Off template opens in an Excel Workbook (.xlsx) format. Save the template to your computer or Local Area Network (LAN).
5. Use the template to create single or up to a maximum of 5 loan record(s) in the upload file(s). Filter according to the Workout Reporting Status Type, 'WAReq' (Workout Approval Request) and "Required", "Optional', and 'Conditional' to determine which data fields meet the selected parameters when creating your file.
Note: As you create your upload file, refer to the sample data shown in the Metadata tab to avoid common data formatting errors.
6. Ensure the file you create meets file specifications. Refer to the Template Formatting Guidelines section for file specifications.
Learn more about:
Template Formatting Guidelines