ComplianceOne Home Page

The menu may include the following areas:

• Administration requires the following Security Administration permissions to access: Manage Template and Policy Group Administration for ComplianceOne Assumptions and the Manage Administration for ComplianceOne Assumptions.
• HMDA Processing requires one of the following four Security Administration permissions to access: Create Transaction in Application Phase, Create Transaction in Closing Phase, Print/Preview Documents Only in Application Phase, or Print/Preview Documents Only in Closing Phase.
• Party Management requires one of the following four Security Administration permissions to access: Create Transaction in Application Phase, Create Transaction in Closing Phase, Print/Preview Documents Only in Application Phase, or Print/Preview Documents Only in Closing Phase.
• Security Administration requires the Manage Account permission in Security Administration to access.
• Template Maintenance requires the Manage Template and Policy Group Administration for ComplianceOne permission in Security Administration to access.

The header displays the following symbols.

• The and the account name that follows it shows the current account for the transactions displayed in the grid.
• Select next to your user name to access your User Profile.
• Select to access Help for ComplianceOne.
• Select to log off from your current session.

By default, all open transactions display on the ComplianceOne Home page. After a transaction is marked complete, the transaction will no longer appear in the default list of transactions on this page. You can filter the transaction list to find completed transactions by selecting The following filters are also available:

• Loan Number
• Party Name/SSN/EIN
• Organization
• User Name
• Loan Phase