OPSA

The Organization Policy Setup Application (OPSA) is a browser-based application provided by Wolters Kluwer Financial Services (WKFS). Organization Setup, Lending Policy Setup (Including ARM/HE Policy Setup), and Post Lending Data to Expere DDS (including ARM and HE Data to Expere DDS) comprise OPSA.

Refer to the OnBoard OPSA Policy Administrator Guide for detailed information concerning setup and policy processes.

The OPSA application serves the purposes of:

• Establishing the organization and lending policy requirements for the financial institution.
• Posting the organization and lending policy data to the Expere®Dynamic Document Solutions® (Expere® DDS) server. Expere® DDS is the engine used for the document auto-selection and compliance analysis.
  Tip When an addition or change is made to OPSA by WKFS, it may be necessary to review the organization and lending policies. When a change is made to an existing policy, the policy must be posted again to use it in the OnBoard system.
• Setting up ARM or HE plans to create Disclosures.