Reviewer Portal: Tasks

In the Tasks view, a lender can claim, review, edit, request documents, and submit inquiries to ComplianceOne.

Claiming an assigned task

An inquiry submitted from a borrower through Online Application, is automatically assigned to a reviewer's group as an 'Assigned Task.' A user can claim this task for review.

  1. Select the Tasks tab to display a list of assigned tasks.

  2. Select Claim below the task details.

    Note: Before a task is claimed, Assigned To displays the name of the Reviewer's Group. After a task is claimed, Assigned to displays the name of the person who claimed the task.

Returning a task to a reviewer's group

  1. Select a task you have claimed.

  2. Select Return to Group below the task details.

    Note: After the task has been returned to the reviewer's group, the task status changes from 'Assigned Task' to 'Opened Task.'

Claiming and opening a task

Claiming and opening a task allows the task to be reviewed and edited. After opening, the status changes from 'Opened Task' to 'Saved Task. '

  1. Select the Tasks tab to display a list of assigned tasks.

  2. Select Claim and Open under the task details.

    Note: The status will display 'Saved Task.' To change the status to 'Assigned Task', select .

Viewing a copy

A copy of a task can be viewed to see the current form data including any edits made by previous reviewers.

  1. Select the Tasks tab to display a list of assigned tasks.

  2. Select View Copy under the task details.

Requesting Documents

A reviewer can request additional documents from a borrower on the Tasks and History pages.

  1. Select the Tasks tab to display a list of assigned tasks.

  2. Select Request Documents under the task details.

  3. After the Doc Importer Form displays, complete information as needed and select Request Documents.

    Note: After documents are requested, a new task is added to the Tasks list with status of 'Documents Requested' and associated inquiry data.
    Note: After documents are requested, the borrower receives a notification with a link that allows them to provide additional documents.

Importing a inquiry into ComplianceOne Mortgage

After the review process is complete, select Ready to Import to send the inquiry to ComplianceOne Mortgage.

Note: After importing the inquiry into ComplianceOne Mortgage, the inquiry displays in the list on the History tab in Reviewer Portal.