LoanSafe™ Connect Web Portal

Overview

You can access the LoanSafe™ Connect portal to review and resolve alerts, compare reports, and generate Watchlist searches.

Navigating LoanSafe™ Connect Dashboard

Note: LoanSafe™ Connect is available automatically to all users of LoanSafe™ Risk Manager and LoanSafe™ Fraud Manager. The same individual end-user username and password you use to request LoanSafe™ Risk Manager or LoanSafe™ Fraud Manager will give you access to LoanSafe™ Connect.
LoanSafe™ Connect has been integrated with several Loan Origination Systems (LOS), providing a seamless login. After ordering the report in your LOS, click the link to LoanSafe™ Connect.
For RealQuest users, LoanSafe™ Administrators, and those without an integrated LOS experience, each user will need an individual credential and will log into the LoanSafe™ Connect website directly.

Alerts Tab

Select the Alerts tab from the top navigation bar. The Alerts tab section allows you to manage alerts individually or by entire reports at the loan level.
Click Sort Alerts by at the top right corner.
1. You can sort by Category or Severity.

Note: In Risk Summary, Alerts are categorized by their level of severity, starting with high, medium, and low. The numbers in the sign icons represent the remaining ‘uncleared’ alerts, not the total alerts for each severity level.

Choose the specific Alert you want to Clear.
1. Enter the Reason for this action.
2. Press Clear.

Compare Report Tab

The Compare Report lets you compare LoanSafe™ Fraud Manager reports to identify changes that might have triggered a new alert or altered the risk score.

Select the Compare Report tab from the top navigation bar.
1. In Compare this Report choose your date and time range from the dropdown menu.
2. In With this Report choose your date and time range from the dropdown menu.
3. Details of the specific changes between reports will be displayed in Changes to Loan Information.
4. Click Print to create the report for your records if desired.

Confirmation of Searches Tab

The Confirmation of Searches tab displays snapshot of the searches conducted and the results for each search.

Select the Confirmation of Searches tab from the top navigation bar.

Note: The icons in the table are clickable. In the web version of your LOS, clicking an icon opens a new tab in LoanSafe Fraud Manager, taking you directly to the relevant report section. This table is the same as the one in the LoanSafe Fraud Manager report.

Click the Print button. This will generate a separate report of confirmation of searches performed that you can add to the file if desired.

Watchlist Screening Tab

The Watchlist Screening tab is a feature that allows you to run a watchlist search without rerunning an additional LoanSafe report.

Select the Watchlist Screening tab from the top navigation bar.
From the Watch List Search page enter the required fields. You may enter up to ten entries.
1. Enter First Name
2. Enter Last Name
3. Enter Role
4. Click Search.

Note: The watchlist screening will not automatically appear inside the LoanSafe™ Fraud Manager report. You have the option to click the Print button to generate a separate report to add to the file.

If a match was found click the icon that indicates a hit to expand and review specific details.
From Watch List Search, review the additional information about the specific results.
Click Print to save as PDF and save to the file.

Outcome

You can now access the LoanSafe™ Connect portal to review and resolve alerts, compare reports, and export the Watchlist results.