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# Accounts

Selecting an Account

After logging in, an account administration is provided with a list of all accounts where they have access. Selecting an account will provide account information such as account name, customer number, billing ID, and all licensed products.

## Account Settings (For Mortgage Transactions)

The ComplianceOne account settings includes the following options for mortgage accounts:

- Loan Decision Must Be Approved To Change Phases
  - When selected, the phase list in the menu can only be changed when Approved is selected for Loan Decision.

- Exclude zero balance liabilities that are Paid or Closed
  - When selected, administrators with the Manage Administrator permission can allow users to exclude liabilities that are paid or closed with zero dollar balances from importing from a credit bureau.

- Do Not Allow Duplicate Loan Numbers
  - When selected, administrators with the Manage Administrator permission can prevent users from using duplicate loan numbers unless they have a permission to override warnings.