| Complete Transaction |
ComplianceOne® mortgage |
Allows a user to complete a transaction. After completion, the transaction
will be archived and set to read only. This permission was added in the January
2019 deployment. |
| Copy Transaction |
ComplianceOne® mortgage |
Allows a user to copy a transaction. |
| Create transaction in Application Phase |
ComplianceOne® mortgage |
Allows a user to:
- Create an Application transaction without a template; with a
template; copy a transaction; delete a transaction; print/preview/save; and
email documents.
- Access Party Management to create, edit, and delete party
records.
|
| Create transaction in Closing Phase |
ComplianceOne® mortgage |
Allows a user to:
- Create a Closing transaction without a template; with a
template; copy a transaction; delete a transaction; print/preview/save; and
email documents .
- Access Party Management to create, edit, and delete party
records.
|
| Delete Transaction |
ComplianceOne® mortgage |
Allows a user to delete a transaction. |
| Edit Loan Decision |
ComplianceOne® mortgage |
Allows a user to edit a loan decision. |
| Reopen Transaction |
ComplianceOne mortgage® |
Allows a user to reopen a completed transaction. The transaction will no
longer be archived and can be edited again. This permission was added in the
January 2019 deployment. |