Complaints e-Book

More about Agency View vs Company View of Complaint Record Introduction Agencies and companies can see different information in a complaint record. Certain fields are shared between the two different user types; others are only available to agency users. Visible to BOTH Agencies and Companies

Summary Page • Subject Details

• Complaint Details o Date Created • Transaction Details

o Company NMLS ID o Company Name o Address o SES Company ID o Company POC

o Transaction Date o Transaction City o Transaction State

• Agency Details o Agency o Agency POC Details Page • Complainant Details

• Documents

o First Name o Last Name o Address

Visible to Agencies ONLY Summary Page • Complaint Details o Sent to Subject o CFPB ID

• Closure Details

o Closed On

o Date Received o Business Type o Business Activities o Categories

Details Page • Complainant Details o Phone o Email

• Closure Details

o Close Reason o Number Days Open o By o Closure Notes

o Customer Desired Outcome

Updated: 1/22/2021