PHH Mortgage Can't connect

BeetleBailey

Just voicing displeasure here. Had been successfully connecting to PHH Mortgage via Quicken Delux Mac 6.4.4 until a few months ago. It's been months of submitting logs, talking to support, and nothing! [Removed - Disruptive]

Quicken Anja

Hello @BeetleBailey,

Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

We have opened an escalation ticket with our service provider for this issue. While the investigation remains ongoing, please, refer to this open Community Alert for updates.

I apologize for any inconvenience this may cause! Thank you.

UKR

Just my 2cents' worth ... I would not bother attempting to activate any loan or mortgage account for downloading.  (Not discussing LOC or HELOC accounts here which should be treated like credit card accounts)

At least in Quicken for Windows, an online-connected loan or mortgage account does NOT have a transaction register. All data shown in the account come from whatever information the bank downloads to you ... if this process works at all.

As a result of being connected, the scheduled payment transaction reminder cannot transfer the amount of principal paid into the (non existent) account register and must use a category, usually something like Loan:Principal, instead. The category seems to vary with the Loan Type you selected when creating the loan account in Quicken.

Effective with Quicken Windows 2018+
you can deactivate an online-connected loan account and regain full control over your transaction register.  However, you should still review the Scheduled Reminder (or Memorized Payee List entry) associated with the monthly loan payments to ensure they now transfer Principal to the loan account register and not to a Category.

If you're a Q Mac user, you should be able to do something similar about setting up and maintaining an offline mortgage account.