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Servicer Guidelines

When situations occur in which your company's needs are not covered by an existing investor guideline or no investor guideline exists at all, you can create servicer-specific guidelines. Servicer guidelines can be configured on an invoice basis and a line item basis. Each guideline can cover such items as fees, costs, zip codes, state, department, judicial/non-judicial, and total amounts on both the individual line items per invoice and the invoice in total. Each guideline must contain an effective date and can also contain an expiration date or a deactivation date. The line item guidelines allow for configuring the unit amount.

Many allowable settings can be configured within one guideline. For example, XYZ guideline can contain a history of allowable settings that have expired along with an allowable setting presently being used. The same XYZ guideline could also include allowable settings set to take effect at a future date.

There are two options for servicer guidelines:

• Override - Use this guideline version when the servicer wants the servicer guideline to take precedence over an existing or future investor guideline with the same conditions.
• Catch All - Use this guideline version when the servicer wants to specify amounts to fall back on if an investor guideline is either not found or does not cover the situation completely.

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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