Below is a list of the service requests that should be put in as a task request:

MC Loan Payoff:

• Send task to Mortgage Services- Loan Payoff
• If payoff received from a Title Company, scan all documents including the check and attach to the task.
• Include amount of payoff check or transfer in task information.
• if requesting Payoff Quote, include in title of task and include the following details: When loan will be paid off (good through date), delivery method (to staff or member, email, mail, fax, etc.), if request is from a third party, attach documents to task.

Mortgage Automatic Payment:

• Send task to Mortgage Services- Automatic Payments
• Include Mortgage Auto Pay Agreement Form (found in SharePoint under the mortgage tab).
• Include voided check if coming from another institution.
• Make sure correct suffix is included if coming from member's OCU account.

Insurance Documents related to MC Loans:

• Make sure the documents are related to a First Mortgage/MC Loan, suffixes 8990-8999
• Send task to Mortgage Services- Insurance
• Scan insurance documents related to MC loans and attach to task
• Priority can be changed to medium if it is a cancellation or member requested same-day updated

Other:

• Requests for mortgage statement- include delivery method (to staff, to member, email, mail, etc.)
• General questions that do not require immediate attention
• Research questions
• Escrow deficit/payment/change questions