E&O PowerView

Click this video to see it in action!

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:

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.

    Notice that this PowerView can be undocked. This is especially helpful when working in a dual monitor environment. To undock the PowerView and move it aside or to another monitor, simply click the undock icon (  ). For more information on docking and undocking PowerViews click here.

  2. When the review is complete, the number of warnings is displayed on the upper left.
  3. Double‑click each warning or click the magnifying glass icon to the right  (  ) to jump to that specific field on the right screen.
  4. Review the data and determine if it's acceptable or needs to be addressed. To exclude a specific non‑UAD rule from the review rules, click the Exclude Rule icon (  )  and choose whether you want to hide the rule for This Report or hide it for All Reports.

    Exclude rule from this report or all reports

  5. Click the view drop‑down menu to switch between views and display a specific set of rules or instructions. Choose from the following:
  6. When you have made the necessary correction in your report, click Refresh (  ) to filter out the items you've fixed.

View excluded E&O rules

To view E&O rules that have been excluded and include them in your list of rules again:

  1. Click the green plus sign (  ) next to the number of excluded rules on the upper left.

  2. After clicking the plus sign, a message appears to let you know that the excluded rules will be shown in the list and will be highlighted in blue, but will continue to be excluded from the E&O Details report. Click OK to continue.

  3. Rules that are currently excluded are displayed and highlighted in blue. To include a rule in your E&O Details report again, click the Include Rule icon (  ) next to rule and choose whether you want to include it for This Report or All Reports.

  4. To hide the excluded rules from view, click the red minus sign (  ) beside the number of excluded rules on the upper left.