Sagent Product Week in Review Email 3/19

Hi there,

While St. Patrick's Day is over, we still have luck to share. In this week's WIRE, collaborate on Business Designs, dive into file layouts, and do a jig with us.

It would be a 'Seamus' if you didn't read on to learn more...

'Dublin' the fun and read last week's WIRE.

'Clover' Ideas for Comment & Review

Share your thoughts, ask questions, and engage with our Business Analysts. Click the links below for New and Updated designs that are open for comment. You can also visit the client website at Discussions> Project Designs>Open Design Discussions.

New Business Designs: Comment period closes April 2nd

Updated Business Design: Comment period closes March 26th
- Add FDCPA Indicator to LoanServ and Include on Certain Vendor Files (CP0061418)

Review the below design via the link or the client website at Discussions>Project Designs>Closed Design Discussions.

Review Business Designs: Comment period is closed
- Non-Financed Optional Insurance When Payment Date is Rolled (CP0061341)

File Layout Notification – Lucky #13

See below for 13 layout changes for the June 2025 LoanServ Release. Click on the links or find more detailed information on the client website by selecting Visit the Archives>Transmission Changes.

Please note that all layout changes are draft; final Release Notes published may contain additional layout changes.

License Customers: These changes will be delivered with the 26.01 License Release

Loan Mod Set Up of Positive Escrow (CP0060350)

Investor Loan Level Cashbook Adjustments (CP0061034)

Updates to Report 524 ACH Processing (CP0061060)

Update ARM File PM-400.010 (CP0061200)

GNMA Various Records Suppressed Download (CP0061212)

Escrow Analysis Deficiency Balance Reporting (CP0061223)

Section 184: PM-400.322 Guarantor Case Number to Reflect FHA Case Number (CP0061278)

Add Date of Birth (DOB)to the CIF PM-400.252 (I) (CP0061317)

Web Service Updates for Non-Monthly Drafts (CP0061340)

DRM Fee & Expense Updates to Support Proof of Claims (CP0061409)

Add FDCPA indicator to LoanServ and Include on Certain Vendor Files (CP0061418)

USDA Payment Supplement Account (PSA) Loss Mitigation Option (CP0061461)

Add Subsidy Amount to Escrow Analysis File (CP0061621)

'Shamrock' with Team Sagent

Meet, connect, and engage with our Product team, Training team, and your peers. 'Irish' you'd register today!

Product Calls: Submit your questions or agenda topics here
- 3/26: Escrow Management Call
- 4/2: DataScape/Using Data Call

Pre-Release Calls:
- 3/27: LoanBoard Pre-Release Call
- 4/3: CARE Pre-Release Call
Sagent Extended Education (SEE):
- 3/20: Exploring Latitude & Sagent Support Knowledge Base
- 3/20: TEMPO Servicer Admin Users - System Settings
Ignite:
- 5/5-5/7: Ignite Annual Conference
- 5/7-5/8: Hands on Training (HOT) at Ignite

Don't be 'green' with envy, there are even more events on Sagent Support.

Final Call: End of Year Updates Due

All updates need to be made by Friday, 3/21/25. Sagent will submit IRS files by Monday, 3/31/25.

What: All pending Original 1098 / 1099 data that was excluded from initial EOY processing
Where: Inst/Parm/EOY/Correction screen
When: Friday, March 21st

See original notification provided to identified EOY Coordinators.

Sláinte! 🍀

Your Sagent Customer Success Team