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Updates

You have a choice for updates. 1.) Use the free updates, download and insert into the products yourself. or 2.) Purchase access to the templates offering REAL TIME Updates and Document Management. This allows you to access the current template for your modules as well as soft forms that also get updated.

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Date	Products Affected	Description
4/26/2012	ALL Products	AML/SAR reporting for mortgage lenders - Add this to your Quality Control Plan - Add the checklist updates to all modules, but particularly Origination, Processing, Underwriting and Closing. Includes Checklist items for AML, OFAC, SAR. Please contact us if you need an Updated MORTGAGE SPECIFIC AML Training Program.
2/14/2012	Processing, Underwriting, Closing	Add UDAP Report to Pre- Checklists to insure Appraisal Data was transmitted
2/1/2012	Origination, Compliance	Complaint Resolution Policy - Include CFPB checking and tracking instruction in existing complaint policy
7/26/2011	Wholesale Module	Upgrades broker approval process to include MARI, Excluded Participants, Federal Agency Background and Compliance
7/21/2011	QC Plan Update	Complete Update to provide more complete Pre-Funding Guidance, SSN Verification Process, Occupancy Re-verification. Also separates Compliance Module to allow Document Management to attach to all relevant modules - version control. Complete Update - download from document management site for new template.
3/4/2011	Compliance, Origination, HR	Dodd/Frank Compensation (Originator Rule) Policy Details - Anti Steering
2/2/2011	Compliance, Processing, Closing	Federal Compliance Section Update (MDIA, RESPA, CFPB) Pre-Funding Checklist Updated to check for MDIA compliance and LQI Compliance
9/29/2010	Citimortgage, Comergence Clients	CitiMortgage Compliance Module Memo - Also, Submit the ENTIRE Compliance Module, not just the QC Plan Sections.
9/22/2010	Origination, Compliance	Dodd/Frank Originator Compensation - Misc.
1/1/2010	Origination, Processing, Underwriting, Closing, Compliance	RESPA 2010 GFE Application Update
10/1/2009	Origination, Compliance	MDIA, HPML and Advertising Policy Update - Subsequently Updated
9/10/2009	Origination, Compliance	New York Fair Lending New York Auditor - Fair Lending Response
3/31/2009	Origination, Processing, Underwriting, Closing, Operations, Compliance, Wholesale	Valuation Process Update (HVCC) HVCC Update (Replace with Appraiser Independence Rule, Codified into law as part of Truth-in-Lending Regulation Z)

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