Navigating the Workbench: Mail Room

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The mailroom workbench should be utilized by users with workbench system admin rights to manage disclosures that must be printed and mailed to the borrowers. 

To access – Hover over WORKBENCH and click Mailroom

 

The WORKBENCH will contain a loan that the system has determined should be the first to print and mail out.

 

From here, the user has different options.

OPTION ONE:  Preview/Print the disclosures and mail to the borrower

OPTION TWO:  “Snooze” this loan and work on it later

OPTION THREE:  View the full list of loans that are in the mailroom

 

OPTION ONE: Preview/Print the disclosures and mail to the borrower

  • To preview the disclosures or save them to your desktop, double click the blue pdf icon
  • To print the disclosures, click the blue printer icon (NOTE…this only works in Chrome)

Once you have printed the disclosures and prepared them for sending, change the Status to sent.

Select the method you used to send them in the Sent By dropdown (US MAIL or Overnight Delivery etc). 

If applicable, input the tracking number in the Tracking Number field.   Click “Save and Next”


This information will be carried over to the Audit Log in Compliance Center.

 

After clicking “Save and Next” the next loan that needs to be mailed out will appear in the Workbench.

OPTION TWO:  “Snooze” this loan and work on it later


A user may select to “Snooze” a loan and work on it later.  Click the “Snooze” button at the bottom of the loan information.  This will put the loan as the last mail package with that due date. It will appear again after all other loans with the same due date have been sent.  NOTE…you cannot process mail packages with a later due date until all Snoozed loans with a prior due date are complete.

 

OPTION THREE:  View the full list of loans that are in the mailroom

Click on the blue Mailroom List link at the bottom of the loan information.  This will allow the user to see all the loans that are “in line” to be mailed out and select which loan THEY choose to work on first---overriding the Systems selection.   Click on the Due Date to open that loan in the mailroom workbench.

 

 

No More Loans on List

When all loans on the queue/list have been addressed, the user will receive a notification.

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