Updating a Client's Phone Number

Submit a request to update a client's phone number

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration. 

From there, you can select Special Handling and proceed to specify the details of the request via the right sidebar pop-up. 

Step 1. 

• Select Update Phone Number 

Step 2.

• Select a Root

Step 3. 

• Attach documentation. Attach a signed Letter of Direction - Update Phone Number

Step 4. 

• Click Submit once the files are fully uploaded. You can now track your ticket.