Parties
An administrator can select Parties to manage all parties in the system. Party information is used for transactions and can be managed, reused, and updated.
For Help information, select a question.
- What types of parties are supported on a consumer transaction?
- How are borrowers/co-borrowers, cosigners, and guarantors different?
- Where can I enter the applicant’s or borrower’s age that is required to be collected for certain HMDA transactions? How is age calculated?
- What is the purpose of Modification on the Parties page?
- What is the purpose of Status?
- How do I delete a party?
- How do I create one application document for two parties on the transaction?
- How do I add signers to an entity (including a Trust)?
- How does the search work?
- How does the sort work?
- Why did my party information update if I didn't change it?
- Which ZIP Code is used to complete the Housing Counseling Agencies Notice?
- Where do I enter income information?
- What non-employment (other) income types are supported?
- What amounts are included in the Total Current Monthly Income?
- How do I submit a party to Customer Due Diligence (OneSumX)?
- Are Customer Due Diligence results saved with my transaction?
- How do I update template parties with actual parties?
- Why does a message display indicating a template cannot be applied when applying a template to a transaction transferred from ComplianceOne Lending or ARTA Lending?
- What is the four-digit number that displays next to a template party in the Template Parties section?
- Why can't I see both phases in the Phase drop-down list accessed from the menu.