I have reviewed the Escrow Risk Assessment document and it appears that there is some crossover in the assessment, meaning the 1026.36 is included in parts of the assessment. At the top of the form it talks about Residual 1026.36 Prohibition Risk is; the Direction of 1026.36 Prohibition Risk is; then in the quality of Escrow Risk Management table it talks about prohibited language and credit insurance prohibitions. Is there a more updated version I should be looking at?
Thanks for the feedback. I prepared both risk assessments while I was on the road. I use my iPad. Both risk assessments were fine. When I get back to the office I use my desktop computer to put the information in a table format. That is when I screwed up. I set up one risk assessment and then save it. Then I reuse that table, rather than set up a new one, for the second risk assessment. In this case I was setting up the risk assessments the night before and the morning of our meeting last Thursday.
I am just explaining my mistake, not making excuses.
So what is the solution. I am looking at purchasing a new surface tablet for the road. It has full versions of the Office products. That way I can complete projects on the road, rather returning to the office and having a made scramble to get things in the correct format.
I really appreciate that you took the time to help me improve the forms for all of our members.
I am just thankful for all the work that you and your team put into these valuable resources. Have you ever utilized google documents much? I have found those to be most helpful when traveling – as you can always go to them wherever you are regardless of what device you have with you – cell phone, Ipad, laptop and the information saves as you make changes. Just a thought.