Loan Details - Shopping for Rates, Running a Compliance Check and Creating Disclosures

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Shop for Rates

You can shop for rates at any time by clicking the blue Shop for Rates button at the bottom of the loan detail screen.

Compliance Check

You can also run a compliance check before calling disclosures.  (Companies have the ability to make “Run Compliance Check” required or optional.  If required, the ability to create initial disclosures will be disabled until the compliance check is ran and passes)


Click the Arrow next to “Save Loan Application” and select Run Compliance Check:

The loan data will save and you will receive a message letting you know compliance check is underway.                                         

Creating Disclosures

Click the down arrow next to the blue Save Loan Application button at the bottom of the screen and select Create Initial Disclosures.

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