1.
Inbox containing emails sent directly from the Client/bank
2.
Inbox containing emails from PFIC reps
3.
Inbox containing emails from BWRs, Agents, and Carriers
4.
The client asks for confirmation as to why a property has been LPed or to confirm if a property will be LP'd
5.
the client asks us to reach out to the insurance company to obtain a copy of the policy
6.
the client asks us to reach out to the ins co to confirm premium amounts & if they're due or policy status
7.
the client requests we notate a collateral has been released in IIM
8.
emails that have a list of assorted requests to be completed.
9.
__ Address Verification to confirm the property address in IIM is correct, or to update it in IIM
10.
__ Name Verification to confirm the borrower/co borrower in IIM is correct, or to update it in IIM
11.
___ Type verification to confirm the property type in IIM is correct, or to update it in IIM
12.
___ to confirm the escrow status in IIM is correct, or to confirm what is should be
13.
__/timeline review to confirm if the LP charges can be waived due to errors made
14.
___ Authorization to confirm if someone is authorized to speak on the account
15.
__ requests an HOA fee be paid in IIM
16.
__research emails to confirm information regarding HOA liens
17.
stop pay confirmations for checks that mailed out for policy payments
18.
emails with just documents attached or if there isn't a request in the email
