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- Activity Report - a listing of
all items sent for each loan officer,
useful for follow up calls.
- State Report - a listing of all
items sent based on state, useful for
compliance audits.
- Audit Save - the complete text
of every item sent during the processing
session; this should be saved under a
date-name in your permanent, BeCompliant
directory.
- Must Mail - compliance notices
that you must print and mail to individuals
who do not have e-mail addresses.
- Optional Print - marketing letters
and status updates you may want to send
to individuals who do not have e-mail
addresses.
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