Mortgage company not listed in bank options - NewRez (edited)
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another mint migration here, NewRez integration needed. Thanks!
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had NewRez with Mint for years, this is disappointing, no NewRez, no Apple
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Mint migrator here too. Please add NewRez.
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I also just migrated from Mint and was disappointed that NewRez isn't integrated yet. Please add this feature!
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Another user migrated from Mint, requesting connectivity to NewRez!! I thought coming from Mint, an intuit product, Simplifi should have at least everything that Mint had, given it was free!!!
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@data007 Know that Intuit hasn't been afiliated (they no longer own) with the quicken brand in quite a number of years… I don't think simplifi was conceived until the new company took over… However, some quicken simplifi users get their bank connections via an intuit connector(legacy) and others get theirs from plaid or something like that. It's unclear what is better, but there may be a different selection of banks depending on which you are assigned.
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Rob Wilkens0 -
Newrez took over my previous mortgage servicing company: Specialize Loan Servicing (SLS) which Simplifi supported. Potentially many more customers need support for Newrez now.
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Adding my +1 vote for being able to add/connect Newrez. Hope to see it soon!
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Please get NewRez! Same website layout and framework as Caliber Home Loans before they merged into NewRez.
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Hey everyone, it looks like a Finicity bank option has been added for NewRez. Can you all give this option a try and let us know how it goes, please?
Thanks!
-Coach Natalie
-Coach Natalie
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The NewRez integration doesn't work for me?
I'm asked "do you want to use OTP"… if I choose no, I error out.
If I choose yes, I get sent a code, and then put in code…. and then I'm told authentication failed.
Username/password are correct - logged into NewRez directly, just fine.
Thoughts?0 -
Same thing with me, sign in with my username and password, that went through fine. Then I try to option of not going with the OTP, that didn’t work, then went with the OTP, got a text message with the code, enter that, and error out.
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@Aja & @Beltifi, thanks for giving it a try and posting back!
I think now may have been a bad time to test, as it does seem that NewRez was recently performing some maintenance on their end.
With that, however, I have some follow-up questions to better understand the issue:
- Have you ever connected to NewRez in Quicken Simplifi, or is this your first time attempting to do so?
- If you've connected in the past, what is the name of the account as it appears in Quicken Simplifi?
- What error are you receiving when attempting to connect now? How long have you been receiving this error?
- You both mentioned the option to perform MFA — do you receive a different error when selecting to receive the OTP than when selecting not to? If so, what are those specific errors?
-Coach Natalie
-Coach Natalie
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Hi Natalie, see below. Let me know if you need anything else.
- Have you ever connected to NewRez in Quicken Simplifi, or is this your first time attempting to do so?
» NO, I moved from Mint and could never connect my account here in Simplifi. - If you've connected in the past, what is the name of the account as it appears in Quicken Simplifi?
» N/A, never connected in Simplifi, only in Mint. - What error are you receiving when attempting to connect now? How long have you been receiving this error?
» See the attached. Logging in with my username and password is fine and works; the OTP (aka MFA) yes or no option is when I get an error. The 187 error is clicking NO on OTP, and the 170 is clicking YES for OTP, followed by the text code and getting that error. - You both mentioned the option to perform MFA — do you receive a different error when selecting to receive the OTP than when selecting not to? If so, what are those specific errors?
» See the attached. I get 187 and 170 errors.
Note on the 187: I logged into the Newrez site, returned here, and still got the 187 error. You cannot log in without an MFA with Newrez, so NO as an option should not be an option.
0 - Have you ever connected to NewRez in Quicken Simplifi, or is this your first time attempting to do so?
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@Beltifi, thanks!
Let's have you give it another try next week after the holiday and report back to us at that time. 🙂
-Coach Natalie
-Coach Natalie
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I tried it again, after the holiday, which is today. Still getting the same error.
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@Beltifi, thanks for giving it another try and posting back!
Please provide the following information so we can review this issue for escalation:
- Is MFA required to sign into NewRez's website directly?
- Has there been any activity in the account in the last 90 days?
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
- Is the account a subtype of a different account?
- Has the bank made any recent changes to its website or sign-in process?
- Are you the owner of the account?
- The name of the account, as it appears on the bank's website.
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
Please also submit your logs via the 'Send Feedback' option:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Natalie
-Coach Natalie
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- Is MFA required to sign into NewRez's website directly?
» Yes - Has there been any activity in the account in the last 90 days?
» Yes - Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
» No - Is the account a subtype of a different account?
» No - Has the bank made any recent changes to its website or sign-in process?
» No - Are you the owner of the account?
» Yes - The name of the account as it appears on the bank's website.
» NewRez - A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser). [removed image - privacy]
@Coach Natalie I also sent the feedback with the link to this for easy access.
0 - Is MFA required to sign into NewRez's website directly?
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@Beltifi, thank you! I got a ticket filed for this issue and will let you know when I hear back.
-Coach Natalie
CTP-10901
-Coach Natalie
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@Beltifi and anyone else experiencing the 170 error with NewRez, please follow our Alert for updates:
Otherwise, this request has been implemented on Finicity!
-Coach Natalie
-Coach Natalie
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Hey everyone!
Sadly, we've confirmed that Newrez is blocking connectivity long-term. The Finicity bank instance for Newrez in Quicken Simplifi will soon be removed. We will add Newrez back as soon as the block is lifted on the bank's end. With that, this request has been reactivated.
Sorry for not having better news for everyone! Please follow along here for future updates.
-Coach Natalie
-Coach Natalie
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