The RegulatorConnect screen in Point is used for collecting state auditor required data on loan files.
To complete the RegulatorConnect screen:
- Open a file in Point.
- Use the top menu to select Track > RegulatorConnect.
Note: If excluding a file from the RegulatorConnect report, use the Exclude from RegulatorConnect report checkbox at the top of the screen.
- The Lender section will automatically populate from other screens.
- Complete any applicable fields and sections pertaining to the loan.
- If file is not being excluded from the report, use the checkboxes in the NMLS Mortgage Call Report section to select either Prime or FAS 140 Sale Treatment as applicable.
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