ComplianceOne Mortgage Roles and Permissions

Overview

Wolters Kluwer provides default roles for the ComplianceOne® mortgage product: Manage Security Administration Account, Download Certificates, Manage Mortgage, and Mortgage Loan Originator.

  • The Default Roles and Default Permissions grid details what permissions are set in the default role.
  • The Available Permissions for the Custom Roles grid details what permissions are available to select from when creating a new role or making edits to existing roles.