Advocate's Platform allows users to generate dynamic, case-specific reports that automatically pull the latest compliance data as of the moment the report is requested. These reports include:

This report provides a PDF summary of the specific insurance requirements and coverage limits necessary for compliance, based on the selected Risk Profile and Asset for each case. It ensures users have a tailored view of insurance needs to meet compliance.

The Insurance Risk Score report delivers a comprehensive snapshot of a case's compliance progress, displaying which requirements and rules have been met. Frequently used during final approval, this report can also be downloaded at any stage of the loan process, giving users real-time insight into any outstanding compliance items of Active Policies.

Note:

• Inactive Policies (Lender: Action Required or Deactivated) will not be included in the Approval Report.

• Policy Scores for Inactive Policies remain unchanged, and users can still generate responses for these Policies if needed.

1. Navigate to the Case Overview Page.

2. Click on the overflow menu:

   • On the top right-hand side, locate the three dots ⋯ dropdown.

   • Select either Insurance Requirements or Approval Report.

3. The report will automatically download in PDF format.

The Compliance Report offers a summary of all policies associated with a loan that are currently non-compliant and in the Lender Action Required status. This comprehensive report allows users to have a clear and organized summary of all non-compliant items (Coverages with the tags: Force-Placed, Non Compliant and Missing Coverage) and in one convenient document.

By doing so, it facilitates more efficient tracking and management of compliance issues, ensuring that users can easily identify and address any outstanding concerns related to their loan policies.

Important:

The Compliance Report can be easily generated through a Lender Action Required policy.

1. Navigate to the Case Overview page of the subject loan.

2. Locate a Lender: Action Required policy.

3. Click on the 3-dot menu on the right of the policy.

4. Choose Generate Compliance Report.

5. The report will automatically download in PDF format.