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Welcome to Willow Servicing's help center where you can find more information about how to best use our software.
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How to use Willow Servicing
View team members
Inviting a new user to your account
Removing a user from your account
Modifying Controller information
Add bank account details
Changing or forgetting your password
Adding a new loan to Willow
Resolving loan creation errors
Flagging an account for follow-up
Removing a flag from an account
Locating a flagged account
Changing the status of a loan
Putting a loan on hold
Archiving a loan
Schedule loan for servicing transfer
Updating loan data
Record payments and disbursements
Record a check or wire payment
Reverse recorded check or wire payment
Record a disbursement
Reverse a previously recorded disbursement
Loan Data Reporting & Export
Exporting account data
Exporting transaction data
Downloading data files for servicing transfer
Saving common dashboard views
What does the borrower see after their loan is transferring or transferred?
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1:1 & Career Development Template
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Hiring List Template
Easy RSVP Tracker with the Gmail Pack
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