Accounting Operations Guide

Accounting Operations Guide

When to process a QuickBase

Retention

  1. Mortgage Inquiries
  2. Billing Adjustments
  3. Non-Cash Payments
  4. Change Bill Dates
  5. Refund Requests

HMS

  1. Reinstatements
  2. Incentives & Discounts

When to send an Email

Retention

Mailing Address for payments: PO Box 650815, Dallas TX 75265
  1. Billed full amount rather than monthly
  2. Refund not received/processed
  3. Customer documentation (closing documents, claim credit requests, npf)
  4. Follow Up not completed
  5. Change bill date within 24 hours (if not able to change in TIMX yourself)
  6. Escalations - Immediate Assistance (24/48 hour turnaround time needed)

HMS


Email

  1. Transfer of a warranty

  1. Bill date change on an inactive account

  1. Refund for over-payments

  1. Check status of a refund

  1. Incentives/Discounts needed within 24 hours


  1. Claims credit updates

 

AP can only assist if a check/claim number is provided.

  1. Customer documentation (Closing docs, claims credit requests, npf)


Things to Remember

  1. Normal turnaround time is 24/48 hours. Remember to set the expectation to the customer in regards to these time frames.
  2. Escalations are emergency events that require a 24 hour turnaround.
  3. Requests that are not completed will be noted by AR and sent back to the requester.
  4. Mailing address for payments: PO Box 650815, Dallas TX 75265

Sharepoint Stop Payment Links

Before 4 Days: Click Here
After 4 Days: Click Here
External Fax Number: (800)429-0042


    Helpful Links

    i-Knowledge Help System - Partner Teams
    i-Knowledge Help System - Internal Teams

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