I Want to Add Someone to Access My Mortgage Account – Sage Servicing

Short Answer

You can authorize someone to access information about your mortgage account. This allows communication only and does not add them to the loan.

You may want a family member, attorney, or representative to speak with us about your loan. Authorization allows us to share account information.

You can authorize someone verbally for the same day or in writing for ongoing access. All borrowers may need to sign for written authorization.

For same-day access or to request a written authorization form, visit our Get Help page and select the preferred contact option.

Verbal authorization expires at the end of the business day.
Written authorization remains in effect until revoked.

You want to add or remove someone from your account.
You are unsure which authorization option applies.