To-do Refresher

When payment is received via bill pay after loan is PIF, and funds are applied towards escrow, can a refund request be submitted?
Annual escrow analysis is completed 09/15/2022, when is the last day to process escrow shortage payment so payment is automatically adjusted without escrow shortage?
September 30th
October 31st
November 1st
What items need to be verified with customer and included in the email document to-do?
Email Address, Phone Number, Name
Name and Mailing Address
Name and Email Address
Name and Phone Number
Email Address and Phone Number
If a to-do is required to waive a late fee, what must be included in the to-do notes?
What do you risk when an accurate timeframe is not provided to the customer?
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