Social Media Compliance users have the ability to communicate with their Loan Officers regarding a Social Media Audit or Task that requires attention. This helps document and retain any back and forth communication as well as streamline the compliance process.
Once a message is sent, the LO will receive an email, push notification, and see a red indicator upon logging in.
Sample Message Email: HERE.
Sample Task Email: HERE.
Step 1: Click the arrow next to the exclamation point to view the audit in question.
Step 2: Click the arrow next to the audit to view the full message thread.
Step 3: Mobile users can respond to the message by entering a reply at the bottom of the message thread.
Step 1: Tap the 'Tasks' section as shown below.
Step 2: Click the arrow next to the open task to view all details
Step 4: Mark the task 'Complete'
Once the correction has been made, the task can be updated to "complete" by tapping the 'Mark Completed' button. A confirmation will then show to proceed.
Tip: To access the related account from the task, tap the account from within the task details. This takes the user straight to the social account/page that may need correcting.