Required Service Provider Tab

There are two tables on the Required Service Provider tab: Fees Can Shop For and Fees Cannot Shop For.

These fees prefill with fee records that have a Section Type list value of Borrower can shop for or Borrower cannot shop for on the Terms > Fees tab.

To adjust a fee in one of the tables, you must modify the fee on the Terms > Fees tab. The changes are then reflected on the Required Service Provider tab. However, users can edit service provider and contact information on the Required Service Provider tab by selecting Edit. The service provider name cannot be edited from the main grid.

A vendor prompt is available on the table to default to existing vendor records. Users can select the icon to open the Vendor Selection window.

After you click the "Select" Select icon, the name populates the main grid. The additional fields on the edit screen of the Required Service Provider tables default based on the values in the vendor file. The Contact Information section on the edit screen populates based on the name table in the vendor file. Since there can be multiple names set up per vendor, a check box is available to select the name that is used for the Required Service Provider default. Only one name can have this check box per vendor record.

Note If contact information is entered, the Written List of Providers form prints contact information along with the service provider name. If contact information is not provided, the form prints the service provider name and address.

The Written List of Providers form only prints Services Borrower Cannot Shop for if any one of the fees within this grid is defined with service provider information.