CrossCheck is a review tool to help AMCs in reviewing the report on the order. CrossCheck can be configured to automatically review the report at the time of report submission or can be manually run by AMC users and reviewers.
CrossCheck provides a comprehensive report with all the errors that can be sent to the vendor as a revision. CrossCheck runs on the MISMO report uploaded on the order.
To configure CrossCheck automatically follow the steps below:
1. Enable the product-level configuration.
2. Enable configuration on the client profile. Go to the client profile à Actions tab à Edit Client Details.
3. Under the Integrations tab, scroll to the ‘CrossCheck Review Settings’ section and enable the below settings. Select the relevant checklist that you wish to have run on client’s orders. Checklists are a collection of selected rules that are run on the uploaded report.
4. After the above configurations, as soon as the report is uploaded, CrossCheck will run, and the findings will be displayed to the vendor. Vendor has the option to fix the errors & warnings and resubmit the report or upload the report as is with explanation.
5. AMC users can review the CrossCheck findings displayed to the vendor on the order screen by scrolling to the CrossCheck Pre-Screen Details section and clicking ‘Show CrossCheck Pre-Screen Results’.
6. To review the detailed report of CrossCheck scroll to the Report(s) section and click ‘See CrossCheck Results'.
To run CrossCheck review manually, follow the steps below:
1. Open an order having a report uploaded, click on the Actions tab followed by Review Appraisal Report(s).
2. On the Review Order screen Under the reports, section select Run CrossCheck.
3. Click Run Automatic Review on the next page which will show a confirmation page that the review was run.
4. On the crosscheck results screen you will be able to save the review results as PDF by clicking Actions -> Download PDF. Any actions/comments added on this screen will also be saved in the generated PDF file.
4. You can also add the PDF of the crosscheck results to the supporting documents section by clicking Actions -> Download and Add to Supporting Documents.
5. Once the rules that have been fired have been reviewed, the appraiser can be emailed for a revision request by clicking Save and Send Revision Request. An email will be generated to the appraiser detailing all errors found by CrossCheck as well as the actions mentioned by the reviewer against them.
6. You can also notify the appraiser if the changes were requested by the client by marking the checkbox This revision was requested by the client or the underwriter.
NOTE: CrossCheck can only be run on UAD-compliant reports (1004, 1073, 1075, and 2055).
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