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Enabling Outsourcer Instant Auto Approval

This feature enables automatic approval of an invoice directly after an outsourcer, handling the loan on behalf of the servicer, approves the invoice. There are two separate options for attorney invoices and for non-attorney invoices.

Zero amount invoices that are auto-approved are excluded from the check request process.

After enabling this feature, you can supersede the default approval user by establishing per department approvers.

1. On the toolbar, point to Client Setup and click Invoice Circulation Options.

   The Circulation Options screen appears.

2. Select the Enable check box for one or both of the following fields:
   • Outsourcer Instant Auto Approval
   • Outsourcer Instant Auto Approval Attorney Invoice
3. From the following drop-down lists, select a user you want to identify as the instant auto approver:
   • Outsourcer Instant Auto Approval Default User
   • Outsourcer Instant Auto Approval Attorney Invoice Default User
4. Click Update.

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Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
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Confidential, Proprietary and/or Trade Secret
TM SM Registered Trademark(s) of Intercontinental Exchange, Inc. or a subsidiary or affiliate
Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
ICE | Privacy Notice