ima_Overriding Loan Referrals

Overriding Loan Referrals

You can run a report to display the loan numbers/asset numbers that had vendor or REO broker payee code referrals overridden. See Override Loan Referral Report for more details.

To enable a non-referred vendor to submit invoices:

On the toolbar, point to Client Maintenance, Loan Level Processing and click Override Loan Referral.
The Override Loan Referral search screen appears.
In the Servicer Loan No. field, enter a loan number you want to un-restrict.
You can perform an advanced search by clicking the Servicer Loan No. link. Additional search filters appear, enabling you to define your search filter.
Click Submit.
The Override Loan Referral Utility screen appears.
From the Vendor Name drop-down, select a vendor you want to allow to submit invoices without a referral.
In the From Date and To Date fields, type or select the dates to allow invoice submissions.
In the Department field, select a department you want to enable for the vendor. To select multiple departments, hold the CTRL key down and click on each title with your mouse.
In the Note field, type any necessary comments.
Click Submit.
The system saves this information and allows the selected vendor to submit an invoice, using InvoicingSM Wizard, Vendor Import, or Broker Import for the typed loan number within the selected departments for the given date range.

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