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Course: Issue Manager
Description:
This course introduces participants to the issue functionality in the Lender Dashboard. Through hands-on practice and real life scenarios, participants will learn to manage issues to track completion of key tasks, monitor breaches and control activities that have transpired from a review. At the end of the session, participants are expected to develop guidelines to use issues with existing processes.
Prerequisites:
- Manual submission training
Duration:
1.5 hour
Learning Outcomes:
Upon completion of this training, participants will be able to:
1. Describe the role and benefits of issues in the Lender dashboard
2. Navigate the Issue Manager
3. Manage issues in the Lender Dashboard
4. Develop a process to enhance your existing procedures using issues and commentary
Topics covered:
1. Overview of Issues in the Lender Dashboard
- What is an issue?
- Role of issues in the Lender Dashboard
- The two types of issues
2. The Issue Manager
- Accessing the Issue Manager
- Navigating the Issue Manager
3. System generated Issues
- Default issues
- Awareness issues
- Exception issues
- Managing system generated issues within a review
- Issue Summary Report
4. Issues created by Lender User
- Create an issue via the Issue Manager
- Create an issue during a review
- Manage issues created by lender users
5. The Commentary function
- What is it?
- Add commentary to review
- Add commentary for each document received
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