Configuration

Configuring Vanceo includes administrative and management functions. The following functions can be accessed from the Manage menu in the left pane in Vanceo if a users has the applicable permissions assigned in Security Administration.

  • User Settings: Select User Settings to set up email notifications for users.
  • HMDA Processing: Select HMDA Processing to access a HMDA page and manage HMDA Transactions. Select Help in Mortgage for more information.

  • Interfaces: Select Interfaces to open Interface Manager and configure Wolters Kluwer interfaces. Select Help in Mortgage for more information.

  • Administration: Select to access Administration to maintain and update accounts, organizations, addresses, contacts, indexes, credit bureaus, fees and charges, service providers, policies, and policy groups. Select Help in Administration for more information.

  • Parties: Select Parties to open Parties to add and manage all party information in the system for use in transactions. Select Help in Mortgage for more information.

  • Transaction Templates: Select Transactions to set up and manage transaction templates used when creating new transactions. Select Help in Mortgage for more information.

  • Configuration: Select Configuration to open Configuration and create and manage process templates; set up and manage users and roles; and configure an organization's schedule, stage order and attachment categories. Select Help in Configuration for more information.