Servicing Transfer Notice Check

Check mortgage servicing transfer notices against the required notice windows. Preparation only, not an account action.

What to provide

The transfer date and the dates of the old and new servicer notices.

How it works

1. Record the transfer effective date.
2. Record the old servicer’s notice date and the new servicer’s notice date.
3. Compare to the 15-day windows.
4. Return the check without servicer contact.

The output

loan | transfer_date | old_notice_date | new_notice_date | old_within_window | new_within_window

Worked fictional example

Fictional borrower’s transfer is effective October 1; the old servicer’s notice arrived September 20, 11 days before, and the new servicer’s notice arrived October 3, 2 days after: both inside the 15-day windows, 0 late notices.

Checks and limits

Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

More real-estate workflows · How-to guides

Method: reviewed source. Demand lead: Documented real-estate workflow need from the reviewed source; not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 22, 2026.