Mortgage company not listed in bank options - NewRez (edited)

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Comments

  • fastman2
    fastman2 Member

    Newrez please 🙏

  • Llarian
    Llarian Member

    Please re-add support for NewRez! Currently having to sync it manually from another tracking app where it is supported without issue, which isn't a fantastic user experience for a paid service.

  • fastman2
    fastman2 Member

    Newrez is not listed in your mortgage companies. Please add. Newrez.com

  • fastman2
    fastman2 Member

    Please add newrez.com to your list of mortgage companies. Thank you.

  • please add newrez.com

  • I need this sync for Simplifi - cmon!

  • jto692
    jto692 Member

    I stumbled on a partial solution this week upon realizing that a connection for Newrez is available for Simplifi under Shellpoint Mortgage Servicing (https://www.shellpointmtg.com/). It appears in the financial institution list as ”Specialized Loan Servicing” (see first screenshot), which was the legacy servicer before Newrez took my account over. However, the web address belongs to Shellpoint which is a DBA of Newrez (see second screenshot).

    I was able to successfully connect to my Newrez mortgage account using the Shellpoint connection (balances only, no transactions). The downside for my use case is that it requires SMS authentication with every update, so I set the update to monthly to avoid the aggravation.

    Maybe this will help someone whilst we wait for a better connection to Newrez.

    Simplifi - Settings Accounts.png Mortgages  Servicing  Shellpoint.png

    Quicken Simplifi 2025+
    Quicken Desktop (Windows & Mac) 1995-2025

  • Please add Newrez.