A quick reference for contacting mortgage servicers/lenders for status updates or otherwise.
📞 Lender/Servicer Contact List
| Lender | Department | Phone | Notes | URL | Escalation Info | |
|---|---|---|---|---|---|---|
| Example: Caliber Home Mortgage | Loss Mit | 555-123-4567 LM (Phone) | docs@lender.com Mod (Send packet) | Loss Mitigation | https://www.mybank.org | ombudsman office OOP 999-877-0000 |
| Example: Bayview Mortgage | Mod Fax | 555-222-3344 | loss-mitigation@bank.com or 888-555-1212 | Home Retention | https://bayview.com/mod | File with CFPB |
| Example: Bank of America | CS | 555-789-0001 | support@finance.org | Customer Service | bankofamerica.com | via fax 888-444-1212 |
“CS” or “LM” means Customer Service or Loss Mitigation respectively. Contact CS for general info, digging for information. Call LM for any foreclosure or modification related questions/concerns.
“CS” or “LM” means Customer Service or Loss Mitigation respectively. Contact CS for general info, digging for information. Call LM for any foreclosure or modification related questions/concerns.
📝 Workflow
- Identify the lender associated with the client’s program.
- Call using Dialpad inside Salesforce so the call auto-logs.
- Add a brief Interaction note to the Case (Dialpad AI will place a transcription)
- Upload any lender-requested documents to the Case → Documents tab.
- Follow up within 48 hours if no response.
🔗 Related Guides
- Case File Overview
- Document Upload Process
- Program Reference