E&O

The E&O check reviews your report for any major errors or empty fields. Once your report is complete, run a quick E&O check to verify that everything is in place before delivering the report to your client.

There are three types of alert icons that appear when running an E&O check:

Warning

Indicates potential inconsistencies such as mathematics and equivalencies, and fields that should be reviewed for accuracy. The E&O warnings are derived from the standard a la mode rule set.

UAD Error

Indicates that the field in reference does not comply with the UAD standards rule set, and may result in delivery failure in certain instances.

Fatal Hard Stop

Indicates that the field in reference does not comply with the UAD standards rule set. Per Fannie Mae, failure to correct the violation will result in delivery failure if a client attempts to upload the report through the UCDP Portal.

To run an E&O check:

1. Click E&O in the top toolbar.

   

2. Review the E&O results and determine if any further action is needed:
   • When the review is complete, the number of warnings is displayed on the lower left and replaces the Report Contents pane.
   • Click the view drop‑down menu to switch between views and display a specific set of rules or instructions. Options include:

     

     • UAD Warnings Only: Displays only the UAD errors and warnings found in your report.
     • All Warnings: Displays all warnings including UAD, USPAP, and any other available rule set determined by an associated order.
   • Click the linked text to jump to that field in the report. Review the data and determine if it's acceptable or needs to be addressed.

     

   • Click the Copy to Addendum icon (  ) to copy the text from a warning, error, or note and add it to the addendum in your report
   • Click the green checkmark (  ) to the right of a QuickSource note to acknowledge it and mark it as resolved, and clear the note from the list of results.
3. When you have made the necessary correction(s) to your report, click Refresh to update the results and filter out the items you've fixed.

   

4. When you're finished, click the X (  ) at the top of the E&O results, or simply click the E&O button in the toolbar again.