Role Mapping
Select the roles in your company that carry out Loan Officer, Loan Processor, Loan Closer, and Underwriter tasks. These designations are used when importing loans and for controlling loan officer license settings in the user profiles of those users.
- After selecting a role, click the Save icon to save your changes.
- Click the Refresh icon to discard changes and restore the previous settings.
(All changes made prior to clicking the Save icon will be disregarded.)
Roles Tab
Here you can add roles from the Roles setting in Encompass Settings to the milestone template without assigning them to specific milestones. When the template is applied to a loan file, the roles assigned to the template will have access to the loan file.
- Click the Roles NOTE: Roles are assigned when creating or editing a milestone on the Milestones tab.
- To add a role to the milestone template, click the New
- Select the role(s) you want to add, and then click Add. The role(s) are listed in the —– Roles Not Tied to a Milestone ——
- To remove a role from the template, select the role, and then click the Delete
To Save Your Milestone Template Settings: - When finished configuring the milestone template, click the Save icon.
To Save Your Milestone Template Settings:
