Admin users have the ability to toggle on or off various columns on the TrustFrame Documents Page grid view to suite their needs. Columns available include:
Column Name | Field Definition | Example |
Risk | The severity rating for an individual Document based on the sum of the issues scored. The severity ratings include: Ok, Low, Moderate, Critical. | Critical |
Status | The most current status of the Document | Auto-Approved |
Title | The system-generated title of the Document based on the content of the piece. | HECM Purchase Flyer |
Document Format | The file format of the document. .PDF files reflect as "PDF", .JPEG and .PNG files reflect as "Image". | |
Added | The date the Document was added to the system. | 1/1/2026 7:00:00am |
Last Updated | The date of the last uploaded submission for the Document. | 1/1/2026 7:00:00am |
Identifier | Internal system identifier unique to each individual Document. | 5bac3f6390474581942258846e78a267 |
File Name | The name of the Document file uploaded into the system. | Reverse Mortgage Myth Flyer (1).pdf |
Content Summary | A system-generated summary of the Document's content. | An advertisement from... |
Total Severity (Open Items) | The total Severity Score based on the sum of individual Rules that have failed for an individual Document. | 280 |
Total Severity (Open Ticketed Items) | The total Severity Score based on the sum of individual Rules that have failed for an individual Document that has had Changes Requested. | 280 |
Categories | The categories of Rules that have failed for an individual Document. These are often applicable regulations or internal policy items. | UDAAP |
NMLS IDs | The individual loan officer's NMLS ID that would be applicable or is found on the marketing piece. | 123456 |
Loan Officers | The individual loan officer's name that would be applicable or is found on the marketing piece. | John Smith |
Submitter Email | Email of the Submitter user who uploaded the Document. | |
State Licenses | The individual loan officer's state licenses held that would be applicable or is found on the marketing piece. | AZ |
Companies | The individual loan officer's affiliated company that would be applicable or is found on the marketing piece. | ABC Mortgage, LLC |