Assigning Lender Codes

Modified on Thu, Dec 19, 2024 at 12:50 PM

Using lender codes is optional. These unique numbers are assigned to payers as their unique IDs. When a tax office assigns a lender code to a payer, the code becomes visible on the Payer's pre-commitment and payment files.

To assign lender codes, navigate to EscrowCloud and click on the "Payers" tab.

Locate the payer(s) you want to assign lender codes to by either scrolling through the list or using the Filter Results option on the left side of the screen.

Enter the assigned lender code in the designated field and click "Save".

To check for any missing codes, use the Filter Results option on the left side of the screen. Under the Filter by Customer Code dropdown menu, select Missing Customer Codes. This will display all payers without assigned codes.