- Establish an understanding of actions that may be taken in the RouteOne Compliance Tab
- Set up system preferences in the RouteOne system
- Complete an action within the system in regards to:
- Identity Verification
- OFAC
- Risk-Based Pricing Rule – Credit Score Disclosure Notices
- Dodd-Frank Adverse Action Notices
- Run Compliance Reports within RouteOne
To reserve your spot, please visit www.routeone.com/DashboardTraining.
Questions? Contact RouteOne Customer Support at 866.933.0663 or customersupport@routeone.com.