Who this article is for
This article is for:
Borrowers who need to update contact details
Homeowners who recently moved
Anyone whose name or personal information has changed
Borrowers unsure whether Nestwise or the servicer handles updates
Updating your personal information
Keeping your contact information current ensures you receive statements, tax documents, payment reminders, and important updates about your mortgage.
You can update most information directly through your dashboard or by contacting your loan servicer.
1. How to update your mailing address
You can update your mailing address by:
Logging into your Nestwise dashboard (if your loan is serviced directly by Nestwise), or
Updating your address through your servicer’s online portal (if your loan has been transferred)
You may be asked to verify:
Your identity
Your property address
Your loan number
Mailing address changes typically take effect immediately.
2. How to update your phone number or email address
Your email and phone number can be updated in the account settings section of your dashboard.
This ensures you continue receiving:
Payment reminders
Closing documents
Escrow notices
Important loan updates
If your loan has been transferred, your servicer may require you to update this information directly in their system as well.
3. How to update your name
If you’ve had a legal name change, you may need to provide documentation before your loan can be updated.
Your servicer or Nestwise may request:
A marriage certificate
Court order
Divorce decree
Updated government-issued ID
Once submitted, your name will be updated across your loan documents and statements.
4. How to update your banking information (for auto-pay)
If you need to change the account used for auto-pay:
Go to the payment section of your dashboard or servicer portal
Remove or edit your existing payment method
Add your new bank information
Confirm your next scheduled draft date
Updating your banking information does not change your contact information—those must be updated separately.
5. When your loan is serviced by a partner
If your loan has been transferred to a servicing partner:
You will receive a welcome letter
All updates must be made directly through the servicer’s portal
Nestwise can help point you to the correct place if you are unsure
Your loan terms and payment amount do not change when a loan is transferred.
When to contact support
Reach out if:
You aren’t sure whether Nestwise or the servicer handles your account
Your dashboard isn’t showing updated information
You’re unable to complete an update on your own
You recently changed your name and need help with documentation
Support can walk you through the process or make updates for you when needed.