Servicing sale manual 2026

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  1. Click ‘Get Form’ to open the servicing sale manual in the editor.
  2. Begin with Chapter 1, Overview. Familiarize yourself with the organization of the manual and ensure you understand the structure of the servicing sale process.
  3. Proceed to Chapter 2, PFI Approval. Fill out the required information for new or existing PFIs as per your status.
  4. In Chapter 3, Servicing Released Premium (SRP) / Pricing Schedule, locate and input the relevant SRP details based on your transactions.
  5. Continue through Chapters 4 to 9, ensuring that each section is completed accurately. Pay special attention to documentation requirements in Chapter 5 and servicing transfer provisions in Chapter 6.
  6. Review all entries for accuracy before finalizing your document. Use our platform's features to highlight any sections that require further attention or clarification.

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