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:
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- 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.
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- 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.
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- 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.
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To run an E&O check:
- Click E&O in the top toolbar.
- When the review is complete, the number of warnings is displayed on the
lower left and replaces the Report
Contents pane.
- 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 view drop‑down menu to switch between views and display a
specific set of rules or instructions. Choose from the following:
- 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.
- When you have made the necessary correction in your report, click Refresh to
filter out the items you've fixed.
- 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.
