Download the Template
To upload payment deferral workout and settlement requests, download and save the Payment Deferral Template on the Upload Payment Deferral Submissions page.
1. From the Resolve® Dashboard, select SUBMISSIONS from the top navigation bar. The SUBMISSIONS menu displays.
2. Click Payment Deferral link under RETENTION from the SUBMISSIONS menu. The Upload Payment Deferral Submissions page displays.
3. Click the Payment Deferral Template hyperlink to open the template.
4. The Payment Deferral 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 multiple loan records in the upload file(s). Filtering can easily be done according to the Workout Reporting Status Type, such as 'TPAReq' (Trial Period Approval Request) and "Required", "Optional', 'Conditional', and/or NA to determine which data fields meet the selected parameters.
6. Ensure the file you create meets file specifications.
Learn more about:
Template Formatting Guidelines