Details: I am trying to make the anti-steering safe harbor disclosure page 1 – 3 available for my managers, and after enabling it in the groups > resources > standard print forms area for all users, it is not showing up for some reason Solution Details: The ‘Anti-Steering Safe Harbor Disclosure’, (source form) has been …
Year: 2021
How NOT to Screw-up Your Mortgage Approval
How to Prevent the Financing Blues? Avoiding disappointment is always the best thing that you can do, but occasionally it does happen when some mortgage brokers are just utterly incapable of getting things done with the lender. Selecting a great mortgage broker is essential for getting the financing approved. Choosing to work with the wrong …
DO (Desktop Originator) not storing credit reference number and credit provider
Solution Details: With the new change in 21.4 to allow DO to submit for underwriting without any credit reference number, the system is not saving credit reference numbers when it exists in the loan and liabilities are already imported. Users are being prompted to order a credit report or provide a reference number. This also …
Encompass Consumer Connect SSO Binding Non-Borrower Owners
Details: Point of Sale (POS) Applications have a need to bind Non-Borrower Owner Contacts in the File Contacts. This is so they can create a Loan Access Token (LAT). The LAT is used to negotiate authentication to the Borrower Portal Widget embedded on the POS’ website for a Borrower that has been authenticated on the …
First American Title and the Mortgagee Clause for the CPL and loan number when ordering through Encompass
Do you know if there is a way to indicate the Mortgagee Clause for the CPL and loan number when ordering through Encompass? So First American has the ability to hardcode a mortgagee clause into our system so that it appears the same on each CPL. Having said that, many of our broker partners …
Verification of Additional Loans
Use the Verification of Additional Loans (VOAL) to record additional new mortgage loans on the subject property aside from existing loans, for example down payment assistance loans or standalone piggyback loans closed with the current loan by either you or another lender. When you enter additional loans on the VOAL, the first five entries display …
Consumer Connect Authorization Code Randomly Generated and email automatically goes to LO When Status Online Triggers prior to eConsent or eDisclosures
If you have a Company Status Online update being triggered for a Consumer Connect Loan prior to packages going out (eConsent, Doc Request or eDisclosure) to the borrower, this email template with the Authorization Code included is sent so that the borrower can authenticate into and or create their Consumer Connect Account. This would allow …
Jr. Processor persona not able to see the eFolder documents
Resolution: – Roll access to documents is the only way the new persona will be able to see the existing loans – Remember once the Rights are given they cannot be taken back – Go to the loan – Go to eFolder – Highlight documents you want to give efolder Roll access – Click the right …
Standard document is not present in add document list for efolder Request
Standard document is not present in add document list for efolder Request Answer – Go to settings encompass settings > company/user setup > user groups > picked all users or the group where this issue is coming > went to resources tab > clicked on the paper icon with the plus sign in the standard …
How to assign roles to loans in file contacts
OK please check this setting Encompass > Settings > Company/User Setup > Personas > choose needed persona > Loan Tab > Assign Loan Team Members (blue lettering).
