Help Desk
Help Desk Ticket
First name:
Last name:
Email address:
State code:
Branch #:
Phone #:
What department should get this ticket?
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Accounting
Branch Relations
Compliance
Doc Control
HR
IT
Licensing
Marketing
I'm not sure
Subject:
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Bill Submission
Borrower's Payment
Credit Report/UW Billing
Financial Statements
Loan Balance Sheets
Subject:
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FHA/VA Website
Termination
Subject:
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Compliance Issues
Subject:
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Document Move Request
Image File Delivery
Subject:
Subject:
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Assign Access
Computer System Issues
CoreLogic
Crystal Reports
DataTrac Application Issue
DataTrac Logon Issue
Delete Duplicates
Delete Loans
Doc Trac
E-mail Application Issue
E-mail Logon Issue
Faxing Issue
Moves
New Employee
New Hire
Other Application Issue
Password / Login Issue
PBE Issue
Phone Issue
Point Application Issue
Point Logon Issue
Printing
Scanning
Unknown
Unknown System Issue
VPN Access Issue
Web Trac Issue
Subject:
-Select one-
Broker Contracts
Licensing
Subject:
Crystal Reports
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Create new report
Modify existing report
Create New Crystal Report
Report name (for communication)
What is the report criteria?
What are the fields the information comes from in DataTrac?
Will the report need to be automatically run daily, weekly, monthly?
If yes, who will the report be emailed to?
Modify Crystal Report
What is the name of the report to be modified? if you don't know the name please attach the report to this ticket.
What needs to be changed?
Are there discrepancies and if so what are they?
What fields does the info need to come from in DataTrac?
Employee Termination Checklist
Prior to termination, please contact Human Resources. Complete this form immediately following termination.
You must request final paychecks prior to termination where applicable.
Branch number:
Terminated employee name:
Termination date:
Final paycheck received?
No
Yes
>Date final pay requested:
Commission:
Salary:
Is vacation/sick owed?
No
Yes
Amount Owed:
Termination or resignation?
Resignation
Termination
Eligible for re-hire?
Yes
No
Reason cited:
Please list all circumstances regarding the employee's termination (i.e. attendance, performance issues, etc.)
Priority:
Critical
High
Medium
Low
Related file
(optional)
Describe the issue:
