Learn how to submit a ticket to update Client information
In certain rejection reports, it may be necessary to update your clients information. To accomplish this, please submit a new ticket along with an updated Letter of Direction (LOD).
You can submit a ticket to update a client's:
- Name
- Address
- Phone number
- Date of birth
- Sin
Let's go through how you would submit a ticket:
Step 1. On the CRM, search for the Clients contact Card.
Step 2. Under servicing tab, click on Account Administration
Step 3. Select Special Handling
Step 4. Then scroll to the bottom and select Update *blank (click the request type that you need to update, in this example we clicked Update Name)
Step 5. Select the Root and press Next. Attach the correct documentation (LOD)
Step 6. Then press the submit button
Your request has been placed and you are now able to track your ticket!
Where to find the proper LOD
Step 1. Log into the Optimize Portal and select Document -> Servicing Documents
Step 2. Look for the LOD that is needed to update a request. Each document can be downloaded in a PDF form.
