Overview
As an Administrator you can personalize and streamline your lending process by setting up a custom Watch List, White List, Condo Watch List, LoanSafe Supplemental Files and Fraud Tags from within LoanSafe™ Connect.
Uploading a Custom Watch List
Note: If you are interested in setting up a custom watch list or white list, please contact your Cotality Account Representative to assist configure your account.
Click the Uploads tab.
Enter your Email Address to upload a file.
Note: Max file size is 30MB. File formats supported are CSV.
Click Upload File to attach a file.
Review the posted upload times to know when to expect your updated lists on the LoanSafe™ reports.
From the Archive section you can review files uploaded in the last six months, along with the emails of the contributors who uploaded them.
Outcome
As an administration you now upload a custom watch list all within LoanSafe™ Connect.