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Servicer Portal User Manual (DRAFT VERSION)
This link will take you to our Servicer Portal User Manual. This manual is currently in draft form awaiting final review and the addition of updates relating to a few recent enhancements. However this document provides a complete view of all critical system processes and is awaiting, at most, minor revisions.
Servicer Portal User Manual (DRAFT)
Servicer Portal Quick Start Guide
The Hope LoanPort Servicer Portal Quick Start Guide describes general system features and navigation. It can be used as a reference guide for common system functions.
General Servicer Portal Job Aids
The following materials describe basic system tasks that are applicable to all users.
Resetting Your Hope LoanPort Password
Case Management
This section contains training materials that describe managing cases, i.e. assigning cases to users and assigning custom case views and work lists.
Assigning and Reassigning CasesThe Status Tab
The Alert Center and Case Queue
Requesting Decision Feedback from a Counselor
Document Management
This section contains training materials regarding the management of documents and the performance of document related tasks.
Document Naming Convention Changes - 02/18/2013 UpdateProviding Feedback for Submitted Documents
Direct Document Upload (i.e. Trial or Final agreements)
User Management
This section contains training materials relating to the creation and management of user accounts.
Creating and Managing User AccountsCreating and Managing User Roles and Privileges
Creating and Managing Workgroups and Workgroup Relationships
Interactive Training Tutorials
This section contains links to interactive tutorials regarding features described in the documentation above. If you are looking for an additional online walkthrough of any of the features described above, complete with interactive practices, please click on the topic you are interested in below.
The Dashboard, Alert Center, and Case QueueCreating and Managing Workgroups
The Document Tab
The Status Tab