Accounts
After logging in, an account administration is provided with a list of all accounts where they have access. Selecting an account will provide account information such as account name, customer number, billing ID, and all licensed products.
Account Settings (For Mortgage Transactions)
The ComplianceOne account settings includes the following options for mortgage accounts:
- Loan Decision Must Be Approved To Change Phases
- When selected, the phase list in the menu can only be changed when Approved is selected for Loan Decision.
- Exclude zero balance liabilities that are Paid or Closed
- When selected, administrators with the Manage Administrator permission can allow users to exclude liabilities that are paid or closed with zero dollar balances from importing from a credit bureau.
- Do Not Allow Duplicate Loan Numbers
- When selected, administrators with the Manage Administrator permission can prevent users from using duplicate loan numbers unless they have a permission to override warnings.