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General Settings

General Settings provides access to Users, Roles, Process Templates, and Schedule.

  • Users: The Users page shows all users in the system and allows an administrator to assign or remove roles for a user. For Help information, select Users.

  • Roles: Roles are created to group users together for easier management of tasks in process templates. For Help information, select Roles.

  • Process Templates: Administrators create process templates that customize workflows for an organization. The Process Templates page includes all process templates in the system and provides access to adding and managing templates. For Help information, select Process Templates.

Account Settings

Account Settings provide access to Branding and Schedule functions.

Vanceo Mortgage/Vanceo Assumptions

The items in this section provide access and links to administrator functions that apply according to the product that is licensed.

  • Attachment Categories: Adding and managing Attachment Categories organizes data items used in a process template. For Help information, select Attachment Categories.

  • Stage Order: The order of stages in the Stages list that displays in a process template can be changed. For Help information, select Stage Order.

  • Administration: This links opens Administration where accounts, organizations, addresses, contacts, indexes, credit bureaus, fees and charges, service providers, policies, and policy groups can be set up and managed. For Help information, Administration.

  • HMDA Processing: This link accesses a HMDA Processing page where HMDA transactions can be managed. For Help information, select HMDA Processing.

  • Interfaces: This link accesses Interface Manager where available interfaces can be configured and managed with assistance from Wolters Kluwer.

  • Parties: This link accesses the Parties page where all parties in the system can be added and managed for use in transactions. For Help information, select Parties.

  • Transaction Templates: This link accesses the Transaction Templates page where templates can be set up and managed. For Help information, select Transaction Templates.