Transactions Grid

Select Dashboard in the left pane in Vanceo to display information about inquiries in graph and grid formats.

The Inquiries grid displays all the inquires for the selected account. The oldest inquiries display first by default.
  • The list can be searched, sorted, and filtered. Select Custom View for Help information on creating custom views.
  • A report of the transactions on the grid can be downloaded.
  • Selecting a transaction opens the Summary page with detailed information about the inquiry.
Note:
A indicates that data is not available.

Transaction Name/Loan Information

The following information is included at the top of the page.
  • The transaction name includes the loan number, primary party name, and inquiry name when available.
  • Information displays for the following:
    • Type indicates the line of business.
    • Amount indicates the amount requested.
    • Closing Date indicates the date the loan will close.
    • Assignee indicates if the transaction has been assigned or the name of the person assigned to the transaction.
    • Organization displays only if the transaction has been imported from ComplianceOne Lending and indicates the organization in ComplianceOne Lending where the transaction originated.

Customizing the Grid Display

Filtering the grid

To filter the grid, select the filter icon. Select type, status, SLA, view transactions, loan officer, process status, stage, and organization options as applicable. The grid changes to match the filter selections.
  • Select Reset to go clear the filters.
  • Select Hide to close the filter pane.

Sorting the grid

Select the arrow next to the right of a column heading to sort the column in a ascending or descending column order.

Actions on the Transactions Grid

Downloading a Transaction Report

To download an Excel report, customize the grid as needed. Select Download on the grid. An Excel report displays at the bottom of the page for Chrome. If you are using Edge, you will be prompted to save the file.

The report includes the following information:
  • Date
  • Applied Filters
  • Transaction ID
  • State
  • Party
  • Stage
  • Amount
  • Modified Date
  • Modified by
  • Application Date
  • Closing Date
  • Created Date
  • Created By
  • Address
  • Organization
View Summary

Select the ellipses icon next to a transaction on the Transactions grid and select View Summary to go to the View Summary page for detailed information about the inquiry and access to additional actions.

Apply, Stop, and Remove Process

Select the ellipses icon next to a transaction on the Transactions grid and select Apply Process, Stop Process, or Remove Process. Available options will depend on the status of the transaction.