Servicing

Servicing Manager

Guidelines

Overview

The purpose of the Servicing Manager Guidelines is to provide Organization Subprocess Formualation instructions for the role of Servicing Manager. These Guidelines are divided into areas based on the class of activities: Preliminaries, Register Key Players, Interim Deliverables, Adding Advisors, Automobile & Deliverables Modifications, and Analysis.

Organization: ORG

Guidelines

  1. Preliminaries
  2. Register Key Players
  3. Interim Deliverables
  4. Adding Advisors
  5. Automobile & Deliverables Modifications
  6. Analysis

1. Preliminaries

-Administrative Tools-
 Register 
 Login
 Change Password
 Forgot User ID/Password
 Frequently Asked Questions (FAQs)
 Print Instructions 
 Regulations and References
 Search Current Automobiles 

-Registration Approval-
 Approve Registration

2. Register Key Players 

 Register Key Players

3. Interim Deliverables

-Review Deliverables-
 Review Deliverables

4. Adding Advisors

-Adding New Advisors-
 Notify New Advisor
 Request to Add Advisor

5. Automobile & Deliverables Modifications

-Update Deliverables-

6. Analysis 

 Report Tool

Implementation:

Mockup (html)
Implementation (html)

Contacts:

Name- Phone-Email (mailto-hyperlink)

References:

Title- Author- Library (html)