Compliance requests the North Carolina Report every quarter. They are unable to generate it so they send in a request asking us to. Below is how to do that.
Locate the report to generate following the path: Pipeline Tab > Compliance Service > Generate North Carolina Compliance Report
Typically, the report is requested to be limited to the following folders:
Adverse 2021
Adverse Action Employee
Broker Loans
Closed 2021
Closed Broker
Closed Employee
Employee Loans
Loans in Secondary
My Pipeline
Note: The report will generate to files. After generating send both to the Compliance user that requested the report.