Dear Hilary – File Reconciliation
October 2015

Dear Hilary,

The webinar this week was great! During the webinar, you mentioned making sure we reconcile our files each month. Can you remind me where to go for that?

File Reconciliation


Dear File Reconciliation,

I am thrilled to hear you are looking into reconciling your files each month – this will potentially save you a lot of stress in the future! To reconcile for data files, you will go to >> “Data” >> “Loan File Reconciliation”.

It is also important to mention that only users with “Admin” rights will be able to reconcile the files. If you currently do not have those rights, any admin at your institution grant you those rights or have them contact someone from the support team to make the change!

Happy Friday

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