Contacts - ComplianceOne® mortgage

In Administration, you can select a default contact for your organization on the CONTACTS page. To select a contact form a dropdown, you must first create the contact and the share the contact with the organization.

The DOCUMENT RETURN TO and REG B REGULATOR contact types are available for ComplianceOne® mortgage users. The DOCUMENT RETURN TO contact type appears in the DEFAULT CONTACT section within an existing organization. In order to select a default contact in an organization, the following must be true:

Orgnization must already be saved and existing
Contact must be already saved and shared with an existing organization with the corresponding contact type
You must edit an existing organization and in the Default Contact section select an existing, shared contact

The REG B REGULATOR contact is used in the REG B REGULATOR dropdown in the CHARTER section on the ORGANIZATIONS page.

Table 1. Contacts available to add
Contact Type	Description
DOCUMENT RETURN TO	The contact designated to receive returned correspondence.
REG B REGULATOR	The Reg B Regulator

To create a REG B REGULATOR contact:

Select CONTACTS.
Click +ENTITY.
Select the REG B REGULATOR checkbox.
Complete the CONTACT INFO section.
Click SHARE WITH ORGS and click the checkbox next to the desired organization.
Click SAVE.

The regulatory agencies now appear in the REG B REGULATOR dropdown.