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Merge Organization

Primary Department Supported: Closing / Servicing / Processing

Description: How and when to use the Merge Organization feature in LMS 

Super Powers Needed? NO

Developer Support Needed? NO

Common Situations

Organizations are merged when:

  • A loan (or multiple loans) needs to be assigned to a specific borrower, particularly when a loan contains a placeholder borrower name, such as:
    TBD [1234567891011]
  • There is an incomplete, incorrect, or true duplicate version of a borrower or other organization type
    • Duplicate organizations often appear with a number in brackets:
      Entity Name [1]

Important Considerations & Best Practices

  • Review loan status before merging:
    • Do not merge to remove an organization if the name being removed is attached to active Servicing loans or Paid Off loans.
    • After merging, any loan or contact previously associated with the old organization will now display the new organization.
  • Confirm true duplicates:
    • Validate with the requester whether the organization should be merged or if it should remain separate and simply be swapped on specific loans.
    • When reviewing the Organization in LMS pay attention to what Originator it is associated with (Casa, Builders, Lend) – Copies/Duplicates are needed when Organizations utilized different originators for different loan deals
  • Validate naming consistency:
    • Clarify mismatches between the ticket and LMS data, such as commas or formatting differences (e.g. Entity Name LLC vs. Entity Name, LLC).
  • Organization types must match:
    • Only organizations of the same type can be merged (e.g., Borrower → Borrower, Builder → Builder).

Instructions:

To Merge Organizations in LMS

From the LMS Menu:

  1. Select Organizations → Merge Organizations
  2. Enter the Organization (Entity) being removed on the left
  3. Enter the Organization staying in LMS on the right
  4. Click Merge



Validation and Troubleshooting

  • After merging it may take a few minutes for the changes to show in LMS
  • Validate the merge was correct by searching for the Organization Name under the appropriate section (Organization/Borrower OR Organizations/Organizations)
  • Validate merges of TBD Borrower names and duplicates by reviewing the loan Details or Entities Tab – Borrower Name should reflect the newly merged entity name.
  • Organization cannot be merged due to type mismatch:
    • Confirm both records are the same organization type; escalate to developers to update the record being removed into the same type needed
  • Merge Error Messages
    • Send a task to the developers to complete the merge
    • Refresh and re-try the merge