Investor Watchlists

Please be advised that we have moved the location of the Investor Watchlists so that they will now be available even if you do not have access to the Public Drive/Network Shares.  We have deleted the versions of the watchlist from the Public Drive. 

 IT has set it the system up so that Underwriters, Processors and other Corporate Operations staff have access to these files via Microsoft Teams.  If you do not have access, you can let me know or reach out to ITsupport@prmg.net.  In general, we have confirmed that users have access to the files.  Please see below for information on how to access the files via Microsoft Teams.

 As a reminder, the watchlists are used to clear watchlist hits from DataVerify reports, and information on the process to do so is attached.  The document will also be posted to the Retail and Wholesale Resource Center for future reference.

 Thanks,

 Lara

  Accessing Watchlists from Microsoft Teams

 To confirm if the loan participant is a positive match, complete the following steps.  You will access the Watchlists via Microsoft Teams.  If after following the below steps, you do not have access to files, please email ITsupport@prmg.net and ask to be granted access to the Microsoft Teams Corporate Ops and Fulfillment group under Compliance.  There are two different way to access team, via the Desktop Application and Okta.

 Microsoft Teams via Desktop Application

1. Access Microsoft Teams on your desktop (Start>Microsoft Teams)
2. Go to the Teams tab/option.  Under Corporate Ops and Fulfillment, and click Compliance. 
3. Click on Files, then select Compliance_Corporate Ops and Fulfillment> Investor Watchlists. 
4. Click the desired Watchlist to open it using Excel Online.  To open it with the desktop version of Excel , click the check to the left of the file, go to the top and select Open>Open in Excel.

 Microsoft Teams via Okta

 1. Select Microsoft Office 365 Team tile on Okta (https://prmg.okta.com/). 

2. Select “Use the web app instead” link. 

3. Go to the Teams tab/option.  Under Corporate Ops and Fulfillment, click Compliance.  

4. Click on Files, then select Compliance_Corporate Ops and Fulfillment> Investor Watchlists. 

5. Click the desired Watchlist to open it using Excel Online.  To open it with the desktop version of Excel , click the check to the left of the file, go to the top and select Open>Open in Excel. 

Lara Rausch

V.P. of Products and Training

* Email:   lrausch@PRMG.NET

( Direct:  951-547-6304

Branch ID 000