Upload Payment Deferral Workouts
Overview
The Resolve UI provides the capability to upload your payment deferral workout requests.
UI Users:
- Workout and Settlement Approval requests for Payment Deferrals can be submitted via the Resolve UI upload functionality.
- Key data and workout statuses can be viewed in the dashboard and the Payment Deferral Details page.
API Users
- Payment Deferral workout requests can be submitted via API.
- Decision and applicable data is included in the response file to the Servicer.
- Users can view and monitor key data and workout status via the dashboard and the Details page and any subsequent action can be completed through the API or UI.
Follow the steps below to upload your Payment Deferral workout requests:
1. From Resolve's dashboard, select the SUBMISSIONS tab from the top navigation bar to display the SUBMISSIONS menu.
2. Click Payment Deferral link under RETENTION to proceed to the Upload Payment Deferral Submissions page.
3. The Upload Payment Deferral Submissions page displays for you to upload your file. Upload your loan file to process payment deferral workout requests and any subsequent actions.
Note: When the file template has been updated, 'NEW' will appear to the right of the Payment Deferral Template hyperlink. The orange banner will indicate when the most recent template was updated. Ensure you use the most recent template when creating your upload file.
Once the file is uploaded, if there are data validation errors, the Warning: Data Validation Errors pop-up box displays indicating the number of loan records that were not submitted due to errors. The Error Report will provide the data fields in error for you to review, correct and re-submit a file. Review the Error Report section.
To upload payment deferral workout requests, review the process steps outlined in the Request Payment Deferral Workout section.