Creating Mass Approval User-Defined Queues

Servicers have the ability to create their own mass approval queue based upon the search criteria selected from mass approving invoices. Use this feature to create, modify, or remove a user-defined queue.

1. From the Process menu, select Mass Approval.
2. In the Vendor Name, State, Department, Loan Type, Invoice Type, Status, REO Status, Exception Type, and Investor ID list boxes, select data values to filter on or leave as All. Select multiple values by pressing the CTRL key and clicking each selection.
3. To display loans that have been closed or cancelled within a certain date range, select or type the date range in the Cancelled and Closed Only From and To fields.
4. From the Exceptions options, click one of the following display option buttons: The default option button is Display Invoices With No Exceptions.
   • Display Invoices with Any Combination of Selected Exceptions
   • Display Invoices That Exactly Match The Selected Exceptions
   • Display Invoices With No Exceptions
5. Select the Include Only Deadlines check box to only include deadlines in the report.
6. Select the type of deadline in the drop-down list below it.
7. To include only returned invoices in the report, select the Include Only Returned check box.
8. To include only routed invoices in the report, select the Include Only Routed check box.
9. To include only those invoices with P-Notes attached, select the Include Only Invoices with P-Notes check box. If this check box is selected, click the Invoice # link in the results to display the P-Note.
10. From the Outsourcer options:
    • Click the All option button to include all outsourcers in the report.
    • Click the Include Only Outsourced option button to include specific outsourcers selected from the Outsourcer drop-down list.
    • Click the Exclude All Outsourced option button to exclude all outsourcers.
11. From the 1st Level options, select one of the following:
    • Accepted
    • Pending Acceptance
    • All
12. To filter the report by an invoice's Submitted Date, type a date range in the From and To fields. Or, click the Calendar icon and select the dates.
13. To filter by Starting $ Range and Ending $ Range, type a dollar amount range to filter on. The amounts can be negative, but the Starting $ Range amount must be less than or equal to the Ending $ Range. Only those invoices pending approval with balances that fall within this range will display in this report.
14. To sort the results by a specific header, select a heading from the Sort By drop-down lists.
15. From the Queue Names drop-down list, select New Filter and click Save Filter Search.
16. In the text box that displays, type the title of the new queue. The maximum length is 50 characters.
17. Click Save Filter Search.

    A confirmation window appears.

18. Click OK.