Generating a Request for Notice of Default Sale

To generate a Request for Notice of Default Sale document from an account, the user must ensure that the lien-holder’s information has been correctly entered.

1. Navigate to OnBoard Loans.
2. Select Loans > Loans in Process.
3. Search for and select the required account from the Existing tab.
4. Complete all required fields in the Parties to the Loan node.
5. Advance to the Collateral node and complete the following steps:
   1. Select Edit on the Primary Collateral item.
   2. Select the Prior Lienholder tab.
   3. Select a Party Type field value in the Add New tab.
   4. Complete all required fields.
   5. Select Save.
6. Proceed through the workflow to the Doc Manager node.
7. Verify that the Request for Notice of Default Sale document prints correctly.