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Correct/Update Partial Deed Release (PDR) Amounts

How to update the Partial Deed Release (PDR) values on properties/units; Where to make updates to these values; When to make updates to PDR values

Primary Department Supported: Servicing/Treasury

Super Powers Needed - NO (for Unit Level Updates)/YES (for Terms Tab Updates)

Developer Support Needed? - NO

Context Common Situations

  • Updates to Partial Deed Release (PDR) amounts are typically requested when:
  • The Property Upload Form failed, causing the system to miss or incorrectly apply the PDR value.
  • The original PDR amount was entered incorrectly and needs correction or is no longer valid
  • Past Bugs in the system caused PDR Values to be updated or changed erroneously

Important Considerations & Best Practices

  • Before any edits, approval is required from Lisa Aplin, Lisa Kraynak, or Leadership.
  • PDR values are located on the Terms tab, AND at the Unit Level .
  • Most PDR updates should occur at the unit level
  • Avoid updating PDR on the Terms tab unless specifically confirmed by Lisa K — changes here may cascade across all properties and units, causing unintended updates.
  • You can always test the property upload form on your own in Pre-Prod to see if the upload feature is working

Instructions:

Update PDR Amount at the Unit Level (Most Common)

From the LMS Menu

  1. Select Servicing
  2. Select Units
  3. Filter by Loan Number to locate a full list of units for that loan
  4. Click use the Square/Pencil icon in the “Partial Deed Release”
  5. Enter the updated PDR values for the unit or units provided in the ticket.
  6. Select Save
  7. Select Cancel to close the editing window

 

To Update PDR Amount on the Terms Tab: (as requested and approved by Lisa K)

From the LMS Menu:

  1. Select Loans
  2. Select Loan Details
  3. Locate loan and click to open details.
  4. Select the Terms tab.
  5. Turn on Super Powers
  6. Click Edit.
  7. Locate the Partial Deed Release amount and enter the updated value.
  8. Click Save and Close


Validation and Troubleshooting

Verify the requested values match the approval communication or Provided Property Upload Form: You can validate this by Refreshing the Servicing Menu/Units section and comparing values with the Property Upload Form