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- Your Cotality Team
Loan Insights Upgrades, New Redemption Statements Dashboard, and Bulk Tax Receipts
Six new enhancements, ready for you.
Making Moves: Eagle1, SourceBridge, and ATSU
For clients with access, hyperlinks have moved to the top right of your screen inside Loan Insights to help you better manage your workflow without leaving the screen you're on.
New Tax Statements and More
We added a "More Actions" dropdown for you to quickly order redemptions and request tax statements inside Loan Insights.
New Redemption Statements Dashboard
You can easily drill down into specific loans without needing to manage complex spreadsheets. And:
View high-level, real-time summaries of all redemptions ordered within the last 12 months
Gain direct access to loan-level details and full redemption statements (including delinquencies)
Key Performance Indicator Dashboard (for Call Center Clients)
This gives you daily, weekly, and monthly performance stats, and allows you to customize and export your data without having to rely on emailed reports.
Filter by Investor Codes and Keywords
We've expanded the new Loan Insights dashboard to make it easier for sub-servicers to find and act on specific loans faster. New investor code columns and filters help you refine reports, while an enhanced comment search lets you filter loans by specific phrases.
Customize Your Navigation
A new custom toolbar in your profile area lets you customize your left navigation bar for faster access to your most used features.
Bulk Tax Receipt Requests (for Tax Receipts Users Only)
Instantly request and download multiple tax receipts in bulk, either by uploading a file or adding new rows (up to 50) to save time and reduce manual work.