How to use Dana (MSR Servicing & Compliance)
Dana is MSR Servicing & Compliance, SOCIII's Digital Worker for mortgage servicing. Reg X/Reg Z servicing compliance engine — early intervention, loss mitigation, error resolution, escrow, force-placed insurance, payment crediting. Federal rules only, Phase 1 (CODEX S52.60).
What you can ask
- "Show me my Portfolio."
- "Show me my Delinquency Queue."
- "Show me my Loss Mitigation."
What each tab shows
Portfolio
What Portfolio does: this is Dana (MSR Servicing & Compliance)'s "Portfolio" view (the default view when you open the worker).
Delinquency Queue
What Delinquency Queue does: this is Dana (MSR Servicing & Compliance)'s "Delinquency Queue" view.
Loss Mitigation
What Loss Mitigation does: this is Dana (MSR Servicing & Compliance)'s "Loss Mitigation" view.
NOE / RFI Tracker
What NOE / RFI Tracker does: this is Dana (MSR Servicing & Compliance)'s "NOE / RFI Tracker" view.
Escrow
What Escrow does: this is Dana (MSR Servicing & Compliance)'s "Escrow" view.
State Licensing
What State Licensing does: this is Dana (MSR Servicing & Compliance)'s "State Licensing" view.
Compliance Audit Log
What Compliance Audit Log does: this is Dana (MSR Servicing & Compliance)'s "Compliance Audit Log" view.
Where this comes from
This page is generated from Dana (MSR Servicing & Compliance)'s catalog entry in SOCIII's worker registry, not hand-written — it reflects the worker's current name, description, and canvas tabs as published. Open MSR Servicing & Compliance on the Marketplace →