What's New

The following information describes key enhancements and important changes made in 2020.

Date Description
February 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 in February.
    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.

Select Document List to review current documents.

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

  • Here's your chance to be on the “inside” of the ComplianceOne mortgage development discussions. Be heard in this monthly group (3rd Thursday each month), during a one-hour roundtable discussion to gather your input and feedback on functionality that is being updated or added to ComplianceOne® mortgage.

    We look forward to engaging with you!

    Register Here using the password: Mtg2018

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 in January.
    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.

Select Document List to review current documents.

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

  • Here's your chance to be on the “inside” of the ComplianceOne mortgage development discussions. Be heard in this monthly group (3rd Thursday each month), during a one-hour roundtable discussion to gather your input and feedback on functionality that is being updated or added to ComplianceOne® mortgage.

    We look forward to engaging with you!

    Register Here using the password: Mtg2018