| December 2020 |
Note: Discontinuing Support for Internet Explorer 11
(IE11) Internet Explorer 11 will no longer be
a supported browser in Q2 of 2021, most likely with
the April Production release. Our recommended
browser for accessing the application(s) will
continue to be, Google Chrome, and going forward as
of Q2 next year will also be Microsoft Edge
(Chromium based, version 79.0.309 or newer).
Wolters Kluwer does not anticipate prevalent issues
for users accessing the application(s) via IE11,
however, after the April Production release, we will
no longer remediate reported bugs that are specific
to the IE11 browser.
Take Advantage of a Complimentary Quick Start to What's
New?
- Get up and running quickly with our overview of
the ComplianceOne mortgage changes so you know
what to expect in the new release. To access our
on-demand, recorded, What's New tutorial, select:
What's New.
Note: You can also view the What's New video from
the Compliance Solutions Support Portal. Go to the
Compliance
Solutions Support Portal and login.
Navigate to the ComplianceOne mortgage product
page and select the What's New Tutorial
Video. Select View All Product Training
to access a complete list of tutorials, including
the What's New sessions. You can also access
additional mortgage tutorials from the Tutorial
Videos section in Help.
New Functionality
- URLA
- Starting January 1, 2021, the revised Uniform
Residential Loan Application can be used instead
of the Fannie Mae 1003 Freddie Mac 65 Universal
Residential Loan Application. If your institution
wants to use the revised application form during
the early adoption period, select the Early
adopt URLA option in Administration. Selecting
this option will not impact existing transactions.
Set a reminder on your calendars now to update
Administration only after January 1, 2021. Testing
can occur before this date on Customer Test. Note:
- Do not select Early Adopt
URLA in Administration prior to 01/01/2021.
- For organizations not using the revised URLA
until the mandatory date, the Early adopt
URLA option should not be selected in
Administration.
On the Application page, select
URLA for the revised Uniform Residential
Loan Application or UCA-RE for the Credit
Application Real Estate for the Select your credit
application option. The selected document will
display on the Document Data and Print
pages. The default selection for Select
you credit application depends on the document
policy. If the Select the Fannie Mae 1003
Freddie Mac 65 Uniform Residential Loan
Application (URLA) is selected for a document
policy, URLA will default as selected. If
Select the Fannie Mae 1003 Freddie Mac 65
Uniform Residential Loan Application (URLA) is
not selected, UCR-RE will default as selected. The
default value can be changed at transaction
time.
- For Help information about using the new URLA,
select Application.
- We will continue making improvements prior to
the 3/1/2020 regulatory date. If you have any
feedback for us, please let us know.
- WK E-Sign
- When Parallel Signing and more than one
recipient are selected, Package Information will
not display because this information is not needed
for parallel signing.
Note: To use Parallel Signing, confirm each
recipient has selected Smart Consent in WK
E-Sign prior to sending a package to that
recipient. To confirm and view the status for
each recipient, complete one of the following:
- Log in to Group Admin under Support. Select
Users and Find. Their profile will
display their status.
- Search for and select a user on the Home page.
Their profile will display their status.
- If you are licensed for WK E-Sign, you can now
display all the generated documents from any
package for the Application or Closing Phase.
Select Display all generated document
packages after selecting the Package in the
Package drop-down list on the Print page.
-
Lender Documents and Content
Due to technical issues, several licensed
lender documents and content were introduced with
our November 2020 updates. The introduction was
recently discovered and has been corrected to
remove the licensed lender documents and content.
The additional content should not affect the
enforceability of any documents and is essentially
a non-required, over-disclosure.
- Loan Product Advisor and Desktop
Underwriter
- The Loan Product Advisor and Desktop
Underwriter have been updated to support the early
adoption period of the revised URLA. If
URLA is selected for Select your credit
application on the Application page,
application information will be sent to the
third-party services in Mismo 3.4 format as
required by Freddie Mac/Fannie Mae
specification.
Mortgage Insiders
|
| November 2020 |
Note: Wolters Kluwer offices will be closed on Thanksgiving and
the following day (11/26 and 11/27).
Note: Discontinuing Support for Internet Explorer 11
(IE11) Internet Explorer 11 will no longer be
a supported browser in Q2 of 2021, most likely with
the April Production release. Our recommended
browser for accessing the application(s) will
continue to be, Google Chrome, and going forward as
of Q2 next year will also be Microsoft Edge
(Chromium based, version 79.0.309 or newer).
Wolters Kluwer does not anticipate prevalent issues
for users accessing the application(s) via IE11,
however, after the April Production release, we will
no longer remediate reported bugs that are specific
to the IE11 browser.
Take Advantage of a Complimentary Quick Start to What's
New?
- Get up and running quickly with our overview of
the ComplianceOne mortgage changes so you know
what to expect in the new release. To access our
on-demand, recorded, What's New tutorial, select:
What's
New.
Note: Current and past What's New
tutorials can be accessed from the Support
Services website. Select Support Services
Website and log in. Navigate to the
ComplianceOne mortgage product page and select
View All Product Training to access a
complete list of tutorials including the What's
New sessions. Additional Mortgage tutorials can be
accessed from the Tutorial
Videos section in Help.
New Functionality
- Application
- The Title column has been added to the
Property section. Specify is the default entry in
the column. Select Specify to open a dialog
box and complete the following information: Title
Will Be Held in What Name(s), Use Collateral
Owners, Describe How Title Will Be Held and
Description, and Estate Will be Held in. After
saving the entered information, Specify changes to
View. Select View to make changes. This
information will print to the Fannie Mae 1003
Freddie Mac 65 Universal Residential Loan
Application or Credit Application Real Estate
documents.
- Previously, the Present Housing Expenses
section did not populate when a party was added to
a transaction created from a template. This issue
has been resolved, and the Present Housing
Expenses section will include the data.
- Parties
- In preparation for the Revised URLA effective
in 2021, the Parties page has been updated to
include Country and Unit # in the
Employer Information section for both borrowers
and cosigners. These fields are applicable for
current, additional, and previous employment types
on the new URLA.
- Financial Analysis
- The Property Type field in Real Estate Owned
section was converted to a drop-down list with
additional values to accommodate Desktop
Underwriter and Loan Product Advisor requirements.
If the real estate owned collateral is tied to a
collateral item, a value will be defaulted when
applicable. These values will print to the Fannie
Mae 1003 or the UCA-RE.
- Important Notice: WK E-Sign Parallel Signing
- In a future release, when Parallel
Signing is selected and more than one
recipient is selected, Absolute Expiration
Date and the grid displaying Package Type,
Description, and Default Business…/Abs Exp.
Date… will not display. This information is
not used for parallel signing. Until Absolute
Expiration Date is removed, ignore this
section when sending a package using parallel
signing, and your package will not expire to
paper.
- Verify Smart Consent prior to sending a
Parallel Signing package: To avoid violating
ESign/UETA rules, your financial institution
should monitor each party's consent prior to
sending to the parallel signed package to WK
E-Sign. Prior to sending a package in WK E-Sign,
confirm that each recipient has selected Smart
Consent.
To confirm that each recipient has
used Smart Consent before sending a package to WK
E-Sign:
- An Administration user should log into Group
Administration.
- Under Support, enter an email address under
Find. After finding the user, their profile will
show their consent status. You can also search for
the user on the Home page. After selecting the
user, their consent status will display.
- Administration
- In Administration on the Indexes tab,
information entered in the Source field for a
user-defined index will populate the Adjustable
Rate Mortgage Disclosure Conventional, and
Adjustable Rate Mortgage Program Disclosure when
the user-defined index is selected in
Calculations.
-
Previously, loan originator information was
manually entered on the Document Data page. Now,
the information entered in the Title,
Email, and License ID fields when
setting up a Loan Officer on the Contacts tab in
Administration will automatically populate on
documents including this information.
Mortgage Insiders
|
| October 2020 |
Take Advantage of a Complimentary Quick Start to What's
New?
- Get up and running quickly with our overview of
the ComplianceOne mortgage changes so you know
what to expect in the new release. To access our
on-demand, recorded, What's New tutorial, select:
What's
New.
Note: Current and past What's New
tutorials can be accessed from the Support
Services website. Select Support Services
Website and log in. Navigate to the
ComplianceOne mortgage product page and select
View All Product Training to access a
complete list of tutorials including the What's
New sessions. Additional Mortgage tutorials can be
accessed from the Tutorial
Videos section in Help.
Changes to Interfaces
- This release does not include changes to
interfaces.
ComplianceOne® Insiders
|
| September |
Take Advantage of a Complimentary Quick Start to What's
New?
- Get up and running quickly with our overview of the
ComplianceOne mortgage changes so you know what to
expect in the new release. To access our on-demand,
recorded, What's New tutorial, select: What's New.
Note: Current
and past What's New tutorials can be accessed from
the Support Services website. Select Support Services
Website and log in. Navigate to the
ComplianceOne mortgage product page and select
View All Product Training to access a
complete list of tutorials including the What's
New sessions. Additional Mortgage tutorials can be
accessed from the Tutorial
Videos section in Help.
New Functionality
- Subsequent Rate Changes: As a part of the
on-going effort to enhance the construction support
in ComplianceOne Mortgage, you can now have a
subsequent rate change period that is different from
the initial rate period for construction/permanent
loans. You can edit the Subsequent Rate
Change option for phase 2 of a
construction/perm loan on the Calculations page.
Calculations and documents have been updated
accordingly to support the new functionality.
In
Administration, two options are available for
setting up your construction permanent transaction
in the Mortgage Calculations Policy:
-
For more information, select:
- The Libor Fannie Mae ARM products 3526 and 3528 and
Freddie Mac ARM product 5531 will no longer be
available for use for new loans as of 10/1/2020. A
warning will display if these products are selected
for new loans.
- The Freddie Mac ARM Product 3442.44 will now
automatically lock down the Type of Loan to
Refinance.
- The first column of the Projected Payments Table on
the Loan Estimate and Closing Disclosure has been
updated to show the P&I payment as a single
value instead of the min/max range. This applies to
non-construction variable loans where the Initial
Hold Term entered 1) does not constitute a whole
number of years and 2) is greater than 1 year.
Changes to Interfaces
- This release does not include changes to
interfaces.
ComplianceOne® Insiders
|
| August 2020 |
Take Advantage of a Complimentary Quick Start to What's
New?
- Get up and running quickly with our overview of
the ComplianceOne mortgage changes so you know
what to expect in the new release. To access our
on-demand, recorded, What's New tutorial, select:
What's
New.
Note: Current and past What's New
tutorials can be accessed from the Support
Services website. Select Support Services
Website and log in. Navigate to the
ComplianceOne mortgage product page and select
View All Product Training to access a
complete list of tutorials including the What's
New sessions. Additional Mortgage tutorials can be
accessed from the Tutorial
Videos section in Help.
New Functionality
- Wolters Kluwer E-Sign functionality has been
enhanced in ComplianceOne and the Interactive
Signing feature has been added to WK E-Sign. If
licensed for this interface, you can send a
package through WK E-Sign via the Print page
within a transaction. To review the new
functionality, select Wolters Kluwer E-Sign (WK E-Sign)
for detailed Help information.
- IMPORTANT: If you are configured for
Package Level Consent within WK E-Sign (ie.
Additional Authentication Required is always
checked and locked when sending a package), you
will need to manually check the Additional
Authentication Required checkbox until a future
release. If you have additional questions on your
WK E-Sign consent status, contact Wolters Kluwer
E-Sign Support at 1-800-529-1582, Option 2.
- Wolters Kluwer now supports the Secured
Overnight Finance Rate (SOFR) index that is an
alternative to the LIBOR index. To use this index,
select the 30-day Average SOFR Index in
Administration in the Indexes section. The index
will display on the Calculations page in the Index
Name list for variable in-house loans. If the
30-day Average SOFR Index and a rate is entered
when setting up a variable-rate policy in
Administration, the index and rate will default
when the policy is selected at transaction
time.
- The 3441, 3442, and 3442.22 products have been
added to the Product list Mortgage Type list on
the Loan Definition page when Fannie Mae or
Freddie Mac is selected for the Mortgage Type. If
either of these products are selected, the
following values default and cannot be changed.
- Index Name: 30-day Average SOFR Index
- Interest Rate Rounding: To the Nearest
.125"
- Initial Rate Definition: If Equal to
the market rate is selected, Initial Rate Subject
To Floor defaults.
- Initial Rate Definition: If Premium or
Discount is selected, Initial Rate Subject to
Floor is unselected.
- Floor Definition: Specific Value
- Ceiling Definition: Specific Value
- Subsequent Rate Change: 6
- Periodic Rate Caps: Apply on a per
adjustment basis
- Periodic Cap: 1.00000
- Repayment Methods: Installment
- Payment Frequency: Monthly
Note: If a
variable rate policy is applied to an adjustable
rate mortgage, the values in the policy will
override the values not listed
above. Note: The 3442.44 product should only
be selected on the Loan Definition page if the
organization jurisdiction is set to Texas
in Administration and General Interest Law -
Home Equity is selected as a loan act on the
Loan Definition page. When the 3442.44 product is
selected, the Type of Loan should be set to
Refinance on the Loan Definition page. When
Fannie Mae is selected for the Type of Mortgage
with the 3442.44 product, the Type of Loan
defaults to Refinance automatically. For
Freddie Mac, the field should be manually set to
Refinance. We will change the default for
Freddie Mac in a future release.
Changes to Interfaces
- The August release does not include updates to
interfaces; however, if you are licensed for WK
E-Sign, accessing the interface via the menu is no
longer needed. Enhanced functionality for WK
E-Sign is available now on the Print page within
the transaction. WK E-Sign will remain in the
menu, providing time to learn about the new
functionality and train your staff until it is
removed from the menu in a future release.
ComplianceOne® Insiders Note: ComplianceOne
Insiders has been cancelled for August. However, you can
sign up for the September through December events at the
link below. |
| July 2020 |
Take Advantage of a Complimentary Quick Start to What's
New?
- Get up and running quickly with our overview of the
ComplianceOne mortgage changes so you know what to
expect in the new release. To access our on-demand,
recorded, What's New tutorial, select: What's
New.
Note: Current and past What's New
tutorials can be accessed from the Support
Services website. Select Support Services
Website and log in. Navigate to the
ComplianceOne mortgage product page and select
View All Product Training to access a
complete list of tutorials including the What's
New sessions. Additional Mortgage tutorials can be
accessed from the Tutorial
Videos section in Help.
New Functionality
- The Fannie Mae 1003 Freddie Mac 65 Universal
Residential Loan Application will no longer print
section X. Information For Government Monitoring
Purposes. Previously, the section was available
for non-HMDA transactions when neither the
Demographic Information Collected
Separately nor the Government Monitoring
Information Collected Separately was selected
within the Document Data.
Note: ComplianceOne allows collection of
disaggregated demographic data separate from the
application on the Demographic Information
Addendum or the Government Monitoring Information
document. The Demographic Information Addendum
is available in Document Data if:
- HMDA Applies is selected on the Loan
Definition page or Government Monitoring
Information For ECOA (Regulation B) is
Requested is selected on the Document Data
page; and
- Demographic Information Collected
Separately is selected on the Document Data
page.
The Government Monitoring Information is
available in Document Data if:
- HMDA Applies is not selected on the
Loan Definition page; and
- Both Government Monitoring Information For
ECOA (Regulation B) is Requested and
Government Monitoring Information Collected
Separately are selected on Document Data
page.
In addition, an issue that began with the
June release was resolved. In the previous
release, the Fannie Mae 1003 Freddie Mac 65
Universal Residential Loan Application was not
selected for non-HMDA transactions when
Demographic Information Collected
Separately was selected in the Document Data.
This document will now display in the document
list when Demographic Information Collected
Separately is selected.
Changes to Interfaces
- The July release does not include updates to
interfaces.
ComplianceOne® Insiders |
| June 2020 |
Take Advantage of a Complimentary Quick Start to What's
New?
- Get up and running quickly with our overview of
the ComplianceOne mortgage changes so you know
what to expect in the new release. To access our
on-demand, recorded, What's New tutorial, select:
What's
New.
Note: Current and past What's New
tutorials can be accessed from the Support
Services website. Select Support Services
Website and log in. Navigate to the
ComplianceOne mortgage product page and select
View All Product Training to access a
complete list of tutorials including the What's
New sessions. Additional Mortgage tutorials can be
accessed from the Tutorial
Videos section in Help.
- Select What's New with Docs to review
document changes.
New Functionality
- As a continuation of our COVID-19 Emergency
offering, we have now added COVID-19 Emergency
Suspended Payment Forbearance Plan Extension,
which can extend the original forbearance plan, as
well as the COVID-19 Emergency Payment Deferral
Agreement which is to be used when the loan
comes out of forbearance.
Please note
that these forbearance documents should be used
for in-house mortgages ONLY, and they are not
designed to be used for federally- backed mortgage
loans. The Plan is simply the first step in the
process where you are agreeing to forbear a
certain number of payments. The Extension is to be
used to extend the forbearance, if needed, and the
Deferral Agreement will be used to detail the
effect on payments at the end of the forbearance.
We’ve designed these documents to not
require transaction data to complete. You can
complete data entry in these documents in Document
Data. If you recall your first COVID transaction
where you completed a Forbearance Plan, the data
will be reused where applicable on the two new
documents. To use these new documents,
either recall an existing transaction or start a
new transaction, go to the Closing phase, and
select Post Closing package. Under Transaction
Data, the COVID-19 Emergency Suspended Payment
Forbearance Plan Extension and COVID-19 Emergency
Payment Deferral Agreement options will display.
Select the applicable option and complete the
document. Note: For an empty transaction where
you do not want to complete the other pages,
simply complete the document. Then, take one of
the following approaches:
- Have an Administrator, with rights to
override validation warnings, override each
transaction to remove the Incomplete watermark as
validation will look for collateral and
calculations data.
- Create a template for these COVID-19
transactions and enter fake collateral with a
property address state, possibly a fake seller,
and fake calculations. This template will avoid
the need to override validation warnings.
Remember: The COVID-19 Emergency documents
do not use data from the transaction, so the fake
data will not affect this document.
Changes to Existing Functionality
- Previously, when a liability was added and
linked to a Real Estate Owned property on the
Financial Analysis page, the liability did not
save after a user left the page. The issue has
been resolved as a part of this release.
Changes to Interfaces
- The June release does not include updates to
interfaces.
ComplianceOne® Insiders |
| May 2020 |
Take Advantage of a Complimentary Quick Start to What's
New?
- eliGet up and running quickly with our overview
of the ComplianceOne mortgage changes so you know
what to expect in the new release. To access our
on-demand, recorded, What's New tutorial, select:
What's
New.
Note: Current and past What's New
tutorials can be accessed from the Support
Services website. Select Support Services
Website and log in. Navigate to the
ComplianceOne mortgage product page and select
View All Product Training to access a
complete list of tutorials including the What's
New sessions. Additional Mortgage tutorials can be
accessed from the Tutorial
Videos section in Help.
- The May release does not include updates to the
Document List.
- The May release does not include updates to
What's New with Documents.
Changes to Existing Functionality Changes to Interfaces
- The May release does not include updates to
interfaces.
ComplianceOne® Insiders |
| April 2020 |
Take Advantage of a Complimentary Quick Start to What's New?
- Get up and running quickly with our overview of the
ComplianceOne mortgage changes so you know what to expect in the
new release. To access our on-demand, recorded, What's New
tutorial, select: What's
New.
Note: Current and past What's New tutorials can
be accessed from the Support Services website. Select Support Services
Website and log in. Navigate to the ComplianceOne
mortgage product page and select View All Product
Training to access a complete list of tutorials
including the What's New sessions. Additional Mortgage
tutorials can be accessed from the Tutorial Videos
section in Help.
Select What's New with Docs to review document
changes. Changes to Existing Functionality
- Based on customer request, we have implemented The COVID-19
Emergency Suspended Payment Forbearance Plan document within
ComplianceOne Mortgage. The forbearance plan should be used for
in-house mortgages ONLY, and is not designed to be used for
federally-related mortgage loans. The Plan is simply the first
step in the process where you are agreeing to forbear a certain
number of payments. We are in the process of developing a
separate document to be used to extend the forbearance, if
needed, and a separate agreement that will be used to detail the
effect on payments at the end of the forbearance (i.e. extending
the maturity date and adding the payments to the end of the
loan). These additional documents will be available at a later
date, knowing that within 3 months, you will need to connect
with your customer and make a plan for the end of the
forbearance.
We’ve designed this document to not require
transaction data to complete and you can completely fill out
this document in Document Data. To use this new document,
you are able to either recall an existing transaction or
start a new transaction, go to the closing phase, and select
Post Closing package. Under Transaction Data, the COVID-19
Emergency Suspended Payment Forbearance Plan option will
display. Select this option and complete the
document. Note: For an empty transaction where you do not
want to complete the other pages, simply complete the
document. Then, take one of the following approaches:
- 1) Have an Administrator, with rights override
validations, override each transaction to remove the
Incomplete watermark as validation will look for
collateral and calculations data.
- 2) Create a template for these COVID-19
transactions and enter fake collateral with a
property state address, possibly a fake seller, and
fake calculations. This template will avoid the need
to override validation warnings. Remember:
The COVID-19 Emergency Suspended Payment Forbearance
Plan does not use data from the transaction, so the
fake data will not affect this document.
- A change has been made to reflect the Loan Amount rather than
Amount Requested on the HMDA LAR Record when the Action Taken
Type is 2-Application Approved but Not Accepted, 6- Purchased
Loan or 8-Preapproval Request Approved but Not Accepted. In all
other circumstances, the Loan Amount or Amount Requested will
continue to print as applicable per HMDA § 1003.4(a)(7). The
HMDA Wiz and CRA Wiz interfaces are impacted from this
change.
-
The following ARM Products now require a Floor:
- Fannie Mae: 3502; 3522; 3522.44; 3526; 3528
- Freddie Mac: 3502; 5510; 5531
For each Fannie Mae and Freddie Mac ARM product, only the
Specific Value option is available in the Floor
Definition field on Calculations page, and Floor Rate is
available for data entry. Your documents have also been
updated to print a floor. Refer to What's New with Docs for more
information about the change to the documents.
In the May Release, we will update the Variable Rate Policies
in Administration to also allow entry of a floor. In the
meantime, if you use a Variable Rate Policy for one of these
Fannie Mae or Freddie Mac ARM Products, you will be allowed
to enter the floor within Mortgage.
Changes to Interfaces
- The HMDA Wiz and CRA Wiz interfaces are impacted from the
following change. A change has been made to reflect the Loan
Amount rather than Amount Requested on the HMDA LAR Record when
the Action Taken Type is 2-Application Approved but Not
Accepted, 6- Purchased Loan or 8-Preapproval Request Approved
but Not Accepted. In all other circumstances, the Loan Amount or
Amount Requested will continue to print as applicable per HMDA §
1003.4(a)(7).
ComplianceOne® Insiders |
| March 2020 |
Take Advantage of a Complimentary Quick Start to What's New?
- Get up and running quickly with our overview of the
ComplianceOne mortgage changes so you know what to expect in the
new release. To access our on-demand, recorded, What's New
tutorial, select: What's
New.
Note: Current and past What's New tutorials can
be accessed from the Support Services website. Select Support Services
Website and log in. Navigate to the ComplianceOne
mortgage product page and select View All Product
Training to access a complete list of tutorials
including the What's New sessions. Additional Mortgage
tutorials can be accessed from the Tutorial Videos
section in Help.
Select What's New with Docs to review document
changes. Changes to Existing Functionality
- Previously, the revised version of URLA was available for
transactions created with a template that was new or modified as
of 2/1/2020, that used a Document Policy with the following
option checked: Select the Fannie Mae 1003 Freddie Mac 65
Uniform Residential Loan Application (URLA) . The
current version of the URLA should have been selected. The issue
was fixed on 2/13/20. If you created a new template or modified
a template with that document policy option checked during that
date range and used it for a transaction, you can update your
existing transactions and templates so the current version of
URLA will be available on the Document Data page. Please do the
following:
- Refresh the Document Policy for that existing
transaction on the Loan Definition page.
- Reopen the impacted templates.
- As part of the on-going URLA update project, the Collateral
Information section on the Collateral page has been updated with
the following construction fields: Lot Acquired Date,
Construction Costs, and Original Cost of Lot.
The new version of the Uniform Residential Loan
Application-Lender Loan Information will use these new fields as
of 9/1/2020.
- As a part of our Construction enhancement, we have added the
ability to calculate the interest only phase of a Construction
and Construction/Perm Loan based on the full commitment amount
as allowed by Appendix D Part I(B) and Part II(A)(2) of
Regulation Z. To use this feature, select Calculate payments
for construction loans based on the entire commitment
amount in the Calculations Policy within Administration.
Previously we supported calculations only on the half of the
loan amount for the Interest Only phase of a Construction or
Construction/Perm loans.
Changes to Interfaces
- This release does not include updates to interfaces.
ComplianceOne® Insiders |
| February 2020 |
Take Advantage of a Complimentary Quick Start to What's New?
- Get up and running quickly with our overview of the
ComplianceOne mortgage changes so you know what to expect in the
new release. To access our on-demand, recorded, What's New
tutorial, select: What's
New.
Note: Current and past What's New tutorials can
be accessed from the Support Services website. Select Support Services
Website and log in. Navigate to the ComplianceOne
mortgage product page and select View All Product
Training to access a complete list of tutorials
including the What's New sessions. Additional Mortgage
tutorials can be accessed from the Tutorial Videos
section in Help.
Select What's New with Docs to review document
changes. Changes to Existing Functionality
- As part of the on-going URLA update project, the assets list on
the Financial Analysis page has been rearranged into two
sections: Assets and Purchase Credits. Lot Equity and
Relocation Funds were added as purchase credit types
and will print in the Assets section of Credit Application Real
Estate and Fannie Mae 1003 Freddie Mac 65 Universal Residential
Loan Application documents until the revised URLA is
supported.
- Previously, if the USDA Technology Fee was added to a fee
policy, the fees in that fee policy were not pulled into the
transaction. Changes were made so fees added to a fee policy
will be included in a transaction when the USDA Technology Fee
has been added to a fee policy.
Changes to Interfaces
- Secure Document Exchange (SDX) has been renamed to Wolters
Kluwer E-sign. If you are licensed for Secure Document Exchange
(SDX),"Wolters Kluwer E-sign" will display in areas that
previously displayed Secure Document Exchange (SDX).
ComplianceOne® Insiders |
| January |
Take Advantage of a Complimentary Quick Start to What's New?
- Get up and running quickly with our overview of the
ComplianceOne mortgage changes so you know what to expect in the
new release. To access our on-demand, recorded, What's New
tutorial, select: What's
New.
Note: Current and past What's New tutorials can
be accessed from the Support Services website. Select Support Services
Website and log in. Navigate to the ComplianceOne
mortgage product page and select View All Product
Training to access a complete list of tutorials
including the What's New sessions. Additional Mortgage
tutorials can be accessed from the Tutorial Videos
section in Help.
Select What's New with Docs to review document
changes. Changes to Existing Functionality
- As a part of the on-going URLA update project, the Monthly
Rent option has been removed from the Physical Address
section on the Parties page. The Monthly Rent amount will now be
based on the amount entered for the Rent liability entered on
the Financial Analysis page and default to the revised URLA when
it is available in a future release.
- Previously, details entered for an asset type on the Financial
Analysis page did not save unless the tab key was used or
another field was selected on the Financial Analysis page after
entering the details. This behavior was changed so the details
entered for the asset will save if you leave the Financial
Analysis page after entering the data.
Changes to Interfaces
- This release does not include updates to interfaces.
ComplianceOne® Insiders |
