Seattle Specialty Insurance Services
Service Transfer Questionnaire

Date Completed:

Completed By:

I

Lender:

Contact:

Address:

Email:

Phone:

State

Zip:

Fax:

II

Portfolio Description (Only of the parts to be serviced or insured). Attach explanation as needed.

• Autos Loans:

Direct Loans:

Indirect Loans:

|

• R/E Loans:

1st Mortgage:

2nd/Equity:

Is Flood insurance follow-up required or requested?

• Leases:

Describe portfolio and insurance to be tracked. Attach explanation as needed

• Commercial:

Describe portfolio and insurance to be tracked. Attach explanation as needed

III

Audit and Initial Load of Lender Information

Source:

Electronic – indicate: (Include a file definition)

Tape - type:

Manual – provide samples of any source
documents you may have

Diskette: 3 _ inch floppy or ZIP

Email attachment to custdata@seattlespecialty.com

Provider:

Bank/Service Company – provide:

Company Name:

Contact:

Phone:

Current Tracking Vendor – provide: the vendor’s name, contact and phone:

Vendor's Name:

Contact:

Phone:

Provide any information you have on the current tracking program and procedures:

IV

Ongoing Source of Lender Information

Source:

Electronic – indicate: (Include a file definition)

Tape - type:

Manual – provide samples of any source
documents you may have

Diskette: 3 _ inch floppy or ZIP

Email attachment to custdata@seattlespecialty.com

Provider:

Bank/Service Company – provide:

Company Name:

Contact:

Phone:

Updating:

Indicate how existing loan data (i.e. balance, address) and statuses will be provided:

New Loans: Electronic   Manual

Paid Off Loans: Electronic   Manual

Repo/Foreclosure: Electronic   Manual

Provide any information you have on the current tracking program and procedures:

V

e-Trac Processing Options:

Please indicate the desired e-Trac processing scenario:

Lender performs all data entry and telephone customer service functions on the e-Trac System.
SSIS performs all document processing and the lender handles telephone customer service.
SSIS performs all document processing and telephone customer service.

The e-Trac System will available for inquiry or processing between the hours of 5:00am and 6:30pm Pacific Standard Time / 7:30pm Pacific Daylight Time. The hours of 7:00pm to 5:00am are reserved for system backup, processing cycles and maintenance.

VI

e-Trac System Setup Specifics:

Data Source - A preferred tape format is attached with all required information indicated.
Other information is indicated as preferred but not required. Please indicate how data will be provided:

e-Trac Standard format. Specify any required data fields that are not available from the tape:

Lender specified format. Include a copy of the file format and definition of all coded fields.

Cycle Control Information

Balance waiver limit: (amount below which insurance is automatically waived)

Deductible guidelines - Comprehensive: Collision

Policies issued for: Annual Term Remaining Term Other:

New Loan to Audit Term: (days to age an uninsured new loan before converting to audit)

Days before loan should be purged after payoff:

Miscellaneous
Describe any special handling, processing or reporting requirements. Also specify if the processing for this client need to be separated out from other Lenders? (Sometimes required for an agent or producer’s book of business involving multiple lenders. Special approval required)