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Start New Servicing

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Setup New Servicing

Start New Loan Servicing
In 4 Easy Steps

We value your time, that’s why we’ve made it easier to service your loans. Follow these simple steps, while our knowledgeable Customer Service Team will be ready to answer any questions that you may have. We understand the importance of servicing your loans accurately and reliably.

1. Complete Loan Boarding Package

Download and complete the New Loan Boarding Package. This process will ensure you know what to expect during the boarding process.

3. Welcome Emails & Lender Guide

Once your loan information has been loaded, we will send you a Lender Welcome Email and the Master Service Agreement (MSA, along with our Lender Guide and Quickstart Guide to help you and your team familiarize yourself with our workflow. We will also be sending a Welcome Email to your borrower letting them know that we will be servicing their loan on your behalf.

2. Submit Documents

Submit completed Loan Boarding Package with all required forms and documents (see below) to boarding@slsbox.com. Our team will review and load your loan information into our system.

4. Access the Online Portal

Register for the Online Portal by using the instructions provided on the Lender Welcome Email. The online portal is the centerpiece for information regarding your loans.

Documents Required for Setup

N

SLS Servicing Order Form

N

Note

including any applicable Addendum, amendment, or modification to the Note.

N

Deed of Trust or Mortgage

N

Final Closing Statement / HUD

N

Title Insurance Policy

and any subsequent endorsements

N

UCC Documents (UCC-3)

N

Assignment of Contracts (if applicable)

N

Assignment of Rents (if applicable)

N

Assignment of Leases (if applicable)

N

IRS W9 - Lender(s) and Borrower(s)

N

Lender ID form

N

Insurance Declarations Page or EOI/COI

N

Estimated Escrow Analysis, if applicable

N

Impounded Escrow Sheet

for multiple properties, if applicable

N

Borrower Information / 1003

N

Most Recent Tax Bill, if applicable

N

Other Related Documents

  • Personal Guaranty
  • Back End Fee Agreements
  • Rehab/Construction Draw Agreements

Need Additional Help?

Our Customer Service Team is just a call at 818-483-0027