ComplianceOne mortgage Software as a Service (SaaS) Hot Topics December 14, 2015 The purpose of this document is to provide additional information about ComplianceOne mortgage. Users should also review the ComplianceOne mortgage Frequently Asked Questions (FAQ) document, available on our Software Support website, for a list of current Frequently Asked How To Questions. Check out the ComplianceOne mortgage Feature Guide, also available on our Software Support website, for the latest information on current, future and unsupported features.
This publication was written for the Settlement Services Flood Determination Services. Publication Information / Version ComplianceOne mortgage Hot Topics Revision Date December 2015 Distributed Subject to Terms of a License or other Agreement The contents of this publication, including its appendices, exhibits, and other attachments, as updated or revised, are highly confidential and proprietary to Wolters Kluwer Financial Services, Inc. or its subsidiaries or affiliates ( Wolters Kluwer Financial Services ). This publication is distributed pursuant to a Non-Disclosure Agreement, Evaluation Agreement, License Agreement and/or other similar agreement(s) with Wolters Kluwer Financial Services, Inc. or its subsidiary or affiliate. Unless otherwise specifically provided in such agreement(s), the reproduction of this publication is strictly prohibited. Use and distribution of this publication are also subject to the responsibilities and obligations of such agreement(s), which require confidential treatment of this publication and its contents. Information in this guide is subject to change without notice and does not represent a commitment on the part of Wolters Kluwer Financial Services. Do Not Reproduce or Transmit Unless otherwise specifically authorized in the agreement or license under which this publication has been provided, no part of this publication may be posted, played, transmitted, distributed, copied or reproduced in any form or by any means, electronic or mechanical, including photocopying, recording, or retaining on any information storage and retrieval system, without prior written permission from Wolters Kluwer Financial Services. Requests for permission to reproduce content should be directed to Wolters Kluwer Financial Services, Inc., Corporate Legal Department, by telephone at 1-800-397-2341. Not a Substitute for Legal Advice This publication is intended to provide accurate and authoritative information about the subject matter covered based upon information available at the time of publication. Examples given in this publication are for illustrative purposes only. Development of this publication and the software (including forms, disclosures, reports, and other documents generated by the software) or other products that it describes was based on Wolters Kluwer Financial Services' understanding of various laws, regulations and commentaries. Wolters Kluwer Financial Services cannot and does not guarantee that its understanding is correct. This publication is not intended, and should not be used, as a substitute for legal, accounting, or other professional advice. Wolters Kluwer Financial Services is not engaged in providing legal, accounting or other professional services. If legal or other professional assistance is required, you should seek the services of a competent professional. We encourage you to seek the advice of your own attorney concerning all legal issues involving the use of this publication and any products described in this publication. If your interpretations or your counsel s interpretations are contrary to those expressed in this publication, you should of course, follow your/your counsel s interpretations. The following notice is required by law: WOLTERS KLUWER FINANCIAL SERVICES PRODUCTS AND SERVICES ARE NOT A SUBSTITUTE FOR THE ADVICE OF AN ATTORNEY. Warranty Disclaimer Except only for the warranties (if any) expressly set forth in the agreement(s) under which this publication is provided (i.e., your agreement or license for the described product), this publication is provided as is, and Wolters Kluwer Financial Services makes no warranty, express, implied, by description, by sample or otherwise, and in particular and without limitation, makes no implied warranties of merchantability or fitness for purpose. No modifications to this Warranty Disclaimer are authorized unless in writing and signed by the President or a Vice President of the Wolters Kluwer Financial Services entity licensing the product described in this publication. Copyright Information 2015 Wolters Kluwer Financial Services, St. Cloud, Minnesota This publication is the confidential information of Wolters Kluwer Financial Services. Distribution of this publication is subject to restrictions in the license or agreement under which this publication is provided to authorized Wolters Kluwer Financial Institution customers. All rights reserved. ii
Table of Contents COMPLIANCE CONSIDERATIONS... 1 Borrower's Acknowledgment of Disclosures (GA)... 1 Office of the Assessor-Recorder for the City and County of San Francisco announcement... 1 PRODUCT FEATURES... 3 Use of a Variable Rate for Construction only or Construction and Permanent transaction... 3 Support of Renewals and Modifications... 3 Initial Rate Lower than Margin or Floor... 3 Loan Amount is greater than the Sales Price... 3 Support of Single Payment loans... 4 Use of a Variable Rate for In-House, short term (12 or less months), Interest Only Loan... 4 Use of an Annual Repayment for In-House loans... 4 Use of a FNMA Biweekly Repayment method for In-House Fixed/Variable Rate loans or Freddie Mac Fixed Rate loans 4 KNOWN ISSUES... 5 Error getting selected documents... 5 Transfer of Transaction Data from ARTA Lending or ComplianceOne Lending to ComplianceOne mortgage... 5 500 Internal Server Error accessing interfaces... 6 Not all documents listed or Error generating documents message displays on Print page... 8 Why doesn't the Down payment or Deposit amount print in the Cash to Close table on the Loan Estimate?... 8 Proceeds From Real Estate Transactions (1099-S)... 9 Why does nothing happen when clicking the +Mortgage Transaction button in ComplianceOne mortgage SaaS?... 10 Ability to define document properties such as number of copies, duplex printing, paper size, etc.... 11 Trustee from Administration does not default into transactions... 11 The Response from Credit Provider was NULL error displays when attempting to pull a Credit Report... 11 A Server Error in /DocViewerInterfaceHtml Application error displays when selecting Document Data... 11 Sorry, this page is currently unavailable when selecting Document Data... 12 Variable Rate Floor and Ceiling Definition Options... 12 BROWSER MAINTENANCE... 13 Create Desktop Shortcuts and Test Access to ComplianceOne mortgage... 13 Deleting Temporary Internet Files... 13 Compatibility View... 16 ADDITIONAL INFORMATION / QUESTIONS... 17 On-Line Help... 17 ComplianceOne mortgage Support... 17 iii
COMPLIANCE CONSIDERATIONS Please visit the ComplianceOne mortgage Downloads page on our Software Support website at http://support.wolterskluwerfs.com for the latest compliance alert information. Borrower's Acknowledgment of Disclosures (GA) 11/12/15 Effective November 16, 2015, Georgia Department of Banking and Finance Rules and Regulations 80-11-1-.01, Disclosure Requirements, section (5), require that receipt of disclosures be acknowledged in writing by the applicant; a copy of the acknowledgment be maintained by the mortgage lender required to make the disclosure; and a copy of the acknowledgment be given to the applicant. This requirement applies to mortgage lenders regulated by the Georgia Department of Banking and Finance who do not require applicant signatures on the Loan Estimate and/or Closing Disclosure. The form VMP116AGA, Borrower's Acknowledgment of Disclosures, will be added to the inventory in a future deployment. Until that time, lenders that are covered by this requirement may consider using a form generated outside ComplianceOne mortgage SaaS, or include signatures on the Loan Estimate and the Closing Disclosure, beginning on November 16, 2015. A fillable PDF of this form is available from the ComplianceOne Downloads page of our Software Support website. Office of the Assessor-Recorder for the City and County of San Francisco announcement 10/02/15 On September 22, 2015, the Office of the Assessor-Recorder for the City and County of San Francisco released a public service announcement stating that all documents pertaining to real property presented for recording must include the Assessor s Parcel Number and the commonly-known situs (i.e., street name and number) of the property. These requirements take effect on October 19, 2015. The guidance from the announcement includes the following: Previously, only certain document types required the Assessor s Parcel Number and street information. This information is now required on every document pertaining to real property that is submitted for recordation in San Francisco. Failure to include this information will result in rejection of the document. The Assessor s Parcel number and street information must appear on the first page of the document. 1
ComplianceOne mortgage SaaS currently includes the Assessor's Identification Number on all recordable documents for California and will be adding the Property Address in a future deployment. You will need to manually add the Property Address to all documents submitted for recordation in San Francisco in the interim. Click on the following link to read the public service announcement: http://sfassessor.org/news/important-requirements-record-documents-san-francisco. 2
PRODUCT FEATURES The commonly requested features listed below are currently not available for use in ComplianceOne mortgage (SaaS). Wolters Kluwer Financial Services will continue to develop and release market required features for ComplianceOne mortgage (SaaS). Use of a Variable Rate for Construction only or Construction and Permanent transaction 11/03/15 Refer to the ComplianceOne mortgage Prioritized Feature List section of the ComplianceOne mortgage Feature Guide for the latest information about Variable Rate Construction Only or Construction/Permanent Loans. Support of Renewals and Modifications 11/02/15 ComplianceOne mortgage currently supports Refinance transactions. Refer to the ComplianceOne mortgage Future Supported Features section of the ComplianceOne mortgage Feature Guide for the latest information about these types of transactions. Initial Rate Lower than Margin or Floor 10/09/15 Refer to the ComplianceOne mortgage Future Supported Features section of the ComplianceOne mortgage Feature Guide for the latest information about Adjustable Rate Mortgage (ARM) features. Loan Amount is greater than the Sales Price 09/17/15 The regulations are unclear or silent on this issue. At this time, ComplianceOne Mortgage (SaaS) does not support calculating the Cash to Close To Borrower when the loan amount exceeds the sales price. 3
Support of Single Payment loans 09/17/15 We currently do not offer a repayment method of Single Pay in ComplianceOne mortgage. It is being reviewed for inclusion in a future release. Refer to the ComplianceOne mortgage Future Supported Features section of the ComplianceOne mortgage Feature Guide for the latest information about these types of transactions. Use of a Variable Rate for In-House, short term (12 or less months), Interest Only Loan 09/14/15 Until Variable Rate feature is available, lenders can offer a Fixed Rate Interest Only short term loan. Refer to the ComplianceOne mortgage Future Supported Features section of the ComplianceOne mortgage Feature Guide for the latest information about these types of transactions. Use of an Annual Repayment for In-House loans 09/14/15 Until Annual Repayment feature is available, lenders can offer Quarterly or Monthly repayments. Refer to the ComplianceOne mortgage Future Supported Features section of the ComplianceOne mortgage Feature Guide for the latest information about these types of transactions. Use of a FNMA Biweekly Repayment method for In-House Fixed/Variable Rate loans or Freddie Mac Fixed Rate loans 09/14/15 Until FNMA Biweekly Repayment feature is available, lenders can offer In-House loans using the Every Other Week repayment method. Refer to the ComplianceOne mortgage Future Supported Features section of the ComplianceOne mortgage Feature Guide for the latest information about these types of transactions. Note: FNMA does not purchase biweekly loans. The only option for FNMA loans is monthly. 4
KNOWN ISSUES The following issues have been reported in ComplianceOne mortgage. Error getting selected documents 11/23/15 The following error message may display when selecting a different document phase on the Document Data page. This message may display when more than one seller has been added to the Collateral, or when more than one Mobile Home is added as collateral. Workaround: To complete the documents in the Processing, Pre-Closing or Post Closing phases, if more than one seller is listed, temporarily remove all but one seller from the collateral. Select the desired document phase and complete the documents. Add the removed seller(s) to the collateral and complete the Closing phase documents. If more than one Mobile Home is used as collateral, Transfer of Transaction Data from ARTA Lending or ComplianceOne Lending to ComplianceOne mortgage 11/20/15 Customers are reporting several issues with transactions in ComplianceOne mortgage that were created by transferring transaction data from ARTA Lending or ComplianceOne Lending. Please verify that you have ARTA Lending or ComplianceOne Lending version 2015.4 installed as this version includes several corrections to the transfer transaction feature. Until version 2015.4 is installed, do not use of the transaction transfer feature from ARTA Lending or ComplianceOne Lending. Instead, begin the transaction directly in ComplianceOne mortgage. ComplianceOne Lending Users: If you are only using the transaction transfer feature to utilize automated loan number generation in ComplianceOne Lending, you can still begin the transaction in ComplianceOne Lending. Simply make note of the loan number issued and, instead of transferring the transaction to ComplianceOne mortgage, type the loan number on the Loan Definition page in ComplianceOne mortgage. 5
500 Internal Server Error accessing interfaces 11/09/15 Updated 12/10/15 Data items captured in Document Data for the Fannie Mae 1003 Freddie Mac 65 Universal Residential Loan Application, Credit Application Real Estate or the Uniform Underwriting and Transmittal Summary (FNMA Form 1008) can cause the 500 Internal Server Error when accessing any of the interfaces such as Credit Report, ATR/HOEPA/HPML/QM or Underwriting. To correct this, refer to the steps below. 1. From within the transaction, select the Document Data page. 2. From the Form to View First: dropdown, select the Fannie Mae 1003 Freddie Mac 65 Universal Residential Loan Application or Credit Application Real Estate form. 3. Click the VIEW DOCUMENTS button to view the form. 4. Click the white arrow on the left side of the page to expand the menu. BORROWER Borrower s Name: 5. Expand the first BORROWER - accordion. 6. Locate the Years at Permanent Address field. 7. If anything other than a whole number is entered, this will cause this error. 8. Remove any text and / or decimal values from this field. 9. Repeat this step for each borrower (if applicable). Borrower s Name PREVIOUS ADDRESS: 10. If exists, expand the first PREVIOUS ADDRESS accordion. 11. Locate the Years at Previous Address field. 12. If anything other than a whole number is entered, this will cause this error. 13. Remove any text and / or decimal values from this field. 14. Repeat this step for each borrower (if applicable). ASSET MOTOR VEHICHLE: 15. If exists, expand the first ASSET MOTOR VEHICHLE accordion. 16. Locate the Year field. 17. If anything other than a 4-digit year is entered, this will cause this error. For example: enter 2010 instead of 10. 18. If the Year field is not visible, enter the Make of the vehicle to display the Year field. 19. Repeat this step for motor vehichle (if applicable). 6
If the Type of Mortgage selected on the Loan Definition page is Fannie Mae or Freddie Mac and you are using the Uniform Underwriting and Transmittal Summary, review the following steps. 1. Verify that the transaction is in the Closing Phase. 2. From within the transaction, select the Document Data page. 3. From the Select a Phase: dropdown, select Processing. 4. From the Form to View First: dropdown, select the Uniform Underwriting and Transmittal Summary form. 5. Click the VIEW DOCUMENTS button to view the form. 6. Click the white arrow on the left side of the page to expand the menu. NOTE $Loan Amount: 7. Expand the NOTE - accordion. 8. Locate the Cash Reserves Monthly Payment Count field. 9. If anything other than a whole number is entered, this will cause this error. 10. Remove any text and / or decimal values from this field. Additionally, if a transaction is transferred from ARTA Lending, additional steps may be necessary to correct this error. Please Note: If the transaction was not transferred from ARTA Lending, the steps that follow do not apply. 1. On the Financial Analysis page, within the CREDIT REPORT accordion, make note whether the Score Used checkbox is selected for any of the Credit Bureaus. If so, uncheck the Score Used checkbox. 2. Select the Parties page to save this change to the Financial Analysis page. 3. Select the Financial Analysis page again and select the Score Used checkbox again. 4. Select the Parties page to save this change to the Financial Analysis page. 5. Try to access the interface again and verify whether this corrects the 500 Internal Server Error. 7
Not all documents listed or Error generating documents message displays on Print page 11/02/15 Review the Legal Description field on the Credit Application or Deed of Trust / Mortgage document. If the user has copied the legal description from Microsoft Word and the description has quotes ( ), apostrophe ( ' ), dash ( - ) or some other special character, they need to delete the special character and re-type the characters directly in ComplianceOne mortgage. For example: See attached exhibit A will cause this behavior due to the rounded quotation marks around the A. On the Financial Analysis page or Credit Application form, if dashes are entered in any of the Account Number fields, this can cause this issue. Try using a space instead of a dash. On the Credit Application form, if dashes are entered in any of the Loan Identifier fields, this can also cause this issue. Try using a space instead of a dash. Why doesn't the Down payment or Deposit amount print in the Cash to Close table on the Loan Estimate? 10/02/15 With the hotfix applied on 10/01/15, a new field was added to the Loan Definition page. The Integrated Disclosure Purpose dropdown is used to indicate the type of TILA-RESPA Integrated Disclosure (TRID) wanted for the transaction being created. The available values are: Construction Home Equity Loan Purchase Refinance If a user creates a transaction and later recalls it, they need to verify the correct selection is chosen in the Integrated Disclosure Purpose dropdown or the Cash to Close table may not display the values as expected. For example: On a Purchase money transaction, if Refinance is selected from the Integrated Disclosure Purpose dropdown, the down payment value will not populate in the Cash to Close table. Also if an amount is entered in the Deposit field on Calculations, that value is not populating in the Cash to Close table. However, the amount entered will affect the Estimated Cash to Close total. Select the appropriate value from this dropdown (Purchase for this example) and the Calculating Cash to Close table will update and display the values as expected. 8
Proceeds From Real Estate Transactions (1099-S) 10/01/15 We discovered that the Proceeds From Real Estate Transactions (1099-S) is not selected for transactions secured by Raw Land in error and will resolve this issue in a future deployment. In the interim, please refer to the IRS guidelines for information relative to this form. The IRS guidelines, generally, require you to report a transaction that consists in whole or in part of the sale or exchange for money, indebtedness, property, or services of any present or future ownership interest in any of the following: Improved or unimproved land, including air space; Inherently permanent structures, including any residential, commercial, or industrial building; A condominium unit and its appurtenant fixtures and common elements, including land; Stock in a cooperative housing corporation (as defined in section 216); and Any non-contingent interest in standing timber. You may download the 1099-S from the https://www.irs.gov/ website if this document applies to the transaction. Searching by Form 1099-S, Proceeds From Real Estate Transactions will lead you to the page dedicated specifically to this form, including a fillable PDF and instructions. 9
Why does nothing happen when clicking the +Mortgage Transaction button in ComplianceOne mortgage SaaS? 09/29/15 Things that can cause this behavior are: In Administration Account Organizations: There must be at least 1 Organization created. In Administration Account Policies Mortgage: There must be at least one Document Policy and one Calculations Policy, and these policies must be shared with the Organizations. In Administration Account Organization: Within the Charter accordion, review the Organization Type field. One of the following supported organization types must be selected: National Bank State Member Bank State Non-member Bank Savings Association/Savings and Loan Savings Bank Credit Union UNSUPPORTED Organization Types (will not display on Loan Definition page): Bank Holding Company Finance Company Leasing Company Mortgage Company Retail Dales Dealer Savings and Loan Holding Company In Administration Account Addresses: Verify whether there is an Address that is not complete. Open each Address and verify the setup is complete. If there are Addresses that are not needed or were created in error, they can be deleted. In Administration Account Organizations: Open each organization and view whether an Organization Contact is selected within the Default Contacts accordion. Select SAVE to resave each organization. An issue has been reported where users have selected a default Organization Contact and then later edited that Organization Contact and removed the sharing with organizations. This requires the organization to be resaved to update that change. If after reviewing and correcting the above items the +Mortgage Transaction button still does not create a transaction; contact SupportLine for further assistance. 10
Ability to define document properties such as number of copies, duplex printing, paper size, etc. 09/25/15 Users should use the Print options in Adobe Reader, when printing a document, to set the number of copies to print. Users can select the Print on both sides of paper checkbox to print a document duplexed (2-sided). Additionally, users should select the Choose paper source by PDF page size as a default setting. Without this option selected, legal sized documents may try to print on letter size paper by either reducing the size of the document to fit or by cutting off information beyond the page length. We are tracking the ability to define these settings within ComplianceOne mortgage as a potential enhancement. Trustee from Administration does not default into transactions 10/09/15 In collateral states that use a Deed of Trust, the Trustee information setup in Administration is not available within a transaction. Until this can be changed, users can enter the Trustee on the mortgage within the Collateral details. The Response from Credit Provider was NULL error displays when attempting to pull a Credit Report 09/17/15 The CreditURL value in Interface Manager may be incorrect. Contact SupportLine to resolve this issue. A Server Error in /DocViewerInterfaceHtml Application error displays when selecting Document Data 09/14/15 If this occurs, refer to the clear browser cache steps in the BROWSER MAINTENANCE section, later in this document, for steps to correct this. You will need to repeat these steps each time this occurs until the fix can be implemented. If performing these steps does not correct this issue, contact SupportLine for assistance in resolving this issue. Please identify whether this issue is occurring in Customer Test and/or Production. 11
Sorry, this page is currently unavailable when selecting Document Data 09/14/15 This can occur if the link between ComplianceOne mortgage and the corresponding document library is not functioning properly. Contact SupportLine to resolve this issue. Please identify whether this issue is occurring in Customer Test and/or Production. Variable Rate Floor and Ceiling Definition Options 09/14/15 Currently, the only Floor Definition and Ceiling Definition option available is Specific Value. Relative to Initial Rate, Relative to Market Rate, and Floor Equals Initial Rate are not available at this time. You can get the same result by manually calculating what that value would be and entering that value as the Specific value. For example: A Market rate of 6.00% with a ceiling Relative to Market Rate of 3.00% you can enter the Specific Value of 9.00%. 12
BROWSER MAINTENANCE Create Desktop Shortcuts and Test Access to ComplianceOne mortgage 09/14/15 Many customers have reported difficulty in accessing ComplianceOne mortgage and Administration. To assist our customers, we are providing the steps to create desktop shortcuts to the various components of ComplianceOne mortgage below. To create Desktop shortcuts: 1. Right-click on your computer Desktop and select New > Shortcut. 2. Enter the applicable web address provided below, and click Next. Verify the web address includes the forward-slash (/) at the end. PRODUCTION Environment: Administration: https://admin.wolterskluwerfs.com/admin/ Mortgage: https://complianceone.wolterskluwerfs.com/lending/ CUSTOMER TEST Environment: Administration: https://complianceonetest.wolterskluwerfs.com/admin/ Mortgage: https://complianceonetest.wolterskluwerfs.com/lending/ 3. Type a name for the shortcut, using the following as examples, and click Finish. ComplianceOne mortgage - TEST ComplianceOne Administration - TEST ComplianceOne mortgage - PRODUCTION (or just "ComplianceOne mortgage") ComplianceOne Administration - PRODUCTION (or just "ComplianceOne Administration ") 4. Repeat these steps for each address in the PRODUCTION and CUSTOMER TEST environments as needed. 5. Log into ComplianceOne Administration and mortgage in each environment using the shortcuts and verify the Login page displays. Deleting Temporary Internet Files 09/14/15 Customers may experience issues because expired temporary Internet files reside on the computer causing issues such as options not displaying in dropdown lists or Server Errors on various pages within ComplianceOne mortgage. To help prevent these issues from occurring, the following steps can be taken in your Internet browser. 13
Clear Internet Explorer browser cache (versions 9, 10 and 11): 1. Press Ctrl + Shift + Delete on your keyboard. 2. Uncheck Preserve Favorites website data. 3. Check Temporary Internet files and website files and Cookies and website data. 4. Click Delete. 5. Close out of ALL Internet Explorer windows. 6. Re-open Internet Explorer. 7. Login to ComplianceOne mortgage SaaS. Automatically delete temporary internet files in Internet Explorer: When all Internet Explorer browser windows are closed, temporary internet files are automatically removed. 1. Open Internet Explorer. 2. Click Tools > Internet Options. 3. Click the Advanced tab. 4. In the Settings box, scroll down to the Security options and check the box for "Empty Temporary Internet Files folder when browser is closed. 14
Clear Google Chrome browser cache: 1. Open Google Chrome. 2. Press Ctrl + Shift + Delete on your keyboard. 3. Select the following checkboxes: Browsing History Download History Cookies and other site and plug-in data Cached images and files. 4. Click the Clear browsing data button. 5. The Clear browsing data window closes automatically once complete. 6. Close ALL Google Chrome windows. 7. Re-open Google Chrome. 8. Login to ComplianceOne mortgage SaaS. 15
Compatibility View Compatibility view is a feature first introduced with Microsoft Internet Explorer 8.0 that enables the browser to enter a mode that allows it to support pages that may not have all the latest browser features. Enabling this view will set features back to Internet Explorer 7 and will fix issues such as misaligned text, images, or text boxes, issues with scripts, and some crash situations. However in ComplianceOne mortgage SaaS, when this feature is enabled, screens are not displayed properly, appear skewed or shifted after login. Other possible problems caused by enabling this feature is that users may not be able to see the address on the Flood Interface Screen or changes made in Interface Manager will not save. To turn off the Compatibility View in IE 9: 1. Open Internet Explorer. 2. From the Tools menu, remove the checkmark to the left of Compatibility View. 3. Another option is to go into Compatibility View Settings and uncheck the option for Display all websites in Compatibility View. 4. Additional information can be found at: https://support.microsoft.com/enus/kb/2536204. 5. Close ALL browser windows before logging back in to ComplianceOne mortgage for this change to take effect. To turn off the Compatibility view in IE 10 and 11: 1. Open Internet Explorer. 2. From the Tools menu, select Compatibility View settings. 3. Within the settings window, verify whether WoltersKluwerFS.com is listed within Websites you've added to Compatibility View. 4. If it is, remove it. To do so, highlight the web address and select the Remove button. 5. Close ALL browser windows before logging back in to ComplianceOne mortgage for this change to take effect. Display intranet sites in Compatibility view Another option to review is whether Display intranet sites in Compatibility view selected. 1. From the Tools menu, select Internet Options. 2. Select the Security tab. 3. Select Local intranet. 4. Click the Sites button. 5. Click the Advanced button. 6. Scroll through the list of Websites to see if any form of the following addresses are listed. 16
PRODUCTION Environment: Administration: https://admin.wolterskluwerfs.com/admin/ Mortgage: https://complianceone.wolterskluwerfs.com/lending/ CUSTOMER TEST Environment: Administration: https://complianceonetest.wolterskluwerfs.com/admin/ Mortgage: https://complianceonetest.wolterskluwerfs.com/lending/ 7. If any form of these web addresses are listed, click the web address from the list and then click the Remove button. Repeat as needed. 8. Once all of the ComplianceOne mortgage addresses have been removed, click Close to close the Local intranet window. 9. Click OK to return to the Internet Options window. 10. Click OK again to close the Internet Options window. ADDITIONAL INFORMATION / QUESTIONS On-Line Help Help is available within ComplianceOne mortgage from any page. If you would like additional information about the page you are currently viewing, click HELP from the upper right corner to display page specific help. Use the navigation on the left side of the page to view help for other areas of ComplianceOne mortgage. ComplianceOne mortgage Support What if I or my team has more questions? Please contact our SupportLine at: Phone: (800) 274-2711 ext. 1123665 Email: ComplianceOneMortgageSupport@wolterskluwer.com 17
About Wolters Kluwer Financial Services - Whether complying with regulatory requirements or managing financial transactions, addressing a single key risk, or working toward a holistic enterprise risk management strategy, Wolters Kluwer Financial Services works with more than 15,000 customers worldwide to help them successfully navigate regulatory complexity, optimize risk and financial performance, and manage data to support critical decisions. Wolters Kluwer Financial Services provides risk management, compliance, finance and audit solutions that help financial organizations improve efficiency and effectiveness across their enterprise. With more than 30 offices in 20 countries, the company s prominent brands include: AppOne, ARC Logics, AuthenticWeb, Bankers Systems, Capital Changes, CASH Suite, FRSGlobal, FinArch, GainsKeeper, NILS, TeamMate, Uniform Forms, VMP Mortgage Solutions and Wiz. Wolters Kluwer Financial Services is part of Wolters Kluwer, a leading global information services and solutions provider with annual revenues of (2013) 3.6 billion ($4.7 billion) and approximately 19,000 employees worldwide. Please visit our website for more information. Wolters Kluwer Financial Services 6815 Saukview Drive St. Cloud, MN 56303 Toll-free: 800.274.2711 To learn more visit WoltersKluwerFS.com. 2015 Wolters Kluwer Financial Services, Inc. All Rights Reserved. 18