How To View Fees

Modified on Tue, 25 Mar at 10:48 AM

The Fees Progress Item provides a centralized view of all loan-related fess for accurate tracking and management.  


Instructions to View Fees


Step 1: Navigate to Fees Progress Item

  • From any screen, navigate to the Progress Item sidesheet and select the Fees Progress Item. 

 


Step 2: Review Fee Details

  • Within the Fee Details screen, users can:
    • View Summary Details
    • View and Manage Individual Fees, Prepaids & Escrows, Adjustments & Credits, Origination & Discount
    • Compare Last Disclosed Fees
    • Request Title Fees


Reference the separate How To articles about each of the individual functions on the Fee Details screen. 






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