1. User Guide

Collections Folders

The Collections tab is where you and your team can create customizable folders for your Alerts. These folders can act as a house for second level reviews, or for specific policy violations that you want to track until resolved. Some examples, as seen below, include:

  • former loan officers whose page still reflects your brand
  • current employees who are missing specific required links (links to your privacy policy, links to NMLS Consumer Access, etc.)
  • company policy violations
  • second level reviews
  • NMLS ID missing

To add your own Collection folder, select Add New Collection.

To edit existing Collection folders, select Manage Collections.

Tip: Each Collection folder has the option for the User to enable the Notifications toggle to receive automated emails when a new item is added from Alerts. This function is generally utilized for second level review management.

KB Collection