QualityExcellence_TPO_Information_Encompass – Download PDF file for Reading it at ease
After a loan is submitted by a TPO company from your TPO WebCenter or TPO
Connect website, the TPO Information tool is automatically populated with loan
data, based on the channel through which the loan was submitted. Authorized
users can update the information in the TPO Information tool. They can also click
the View Details button to access the External Company Setup settings for the
TPO company. Access to this button can be controlled by persona.
If you receive a loan from a TPO from a source other than your TPO WebCenter
or TPO Connect site, you can still populate the TPO Information tool by manually
selecting options provided on the tool.
To View and Update the TPO Information Tool:
1 In the loan file, click the Tools tab, and then click TPO Information.
2 To update the information in the TPO Information tool, click inside the field that
needs to be updated, and enter the new information. Not all fields are editable.
3 To update the TPO company name and its associated details, click the Lookup
(magnifying glass) icon located next to the Name field in the Company
Information section. (To update the branch information, click the Lookup
(magnifying glass) icon located next to the Name field in the Branch
Information section.)
4 In the Third Party Originator Selector window, select the TPO company, and
then click Select.
- If you know the name, address, and/or phone number of the TPO company
you want to add, you can search for the company using the filters in the Third
Party Originator Selector window. Enter the first few characters of the name,
address, and/or phone number, and then press Enter.
Click the TPO company or branch in the search results, and then click
Select.
5 Click the Lookup icon (magnifying glass) next to the DBA Name field to
change the DBA name for the TPO company.
- In the Third Party Originator DBA Name Selector window, click to select the
DBA name, and then click Select.
6 In the Website panel, enter details of the TPO WebCenter or TPO Connect site
from which the loan was submitted.
7 In the Originator Contact Information panel, select the loan officer and loan
processor submitting the loan from the Name drop-down lists.
- The selected loan officer/processor are now authorized to submit loans from
the TPO WebCenter or TPO Connect site selected in the Website panel.
- The information in the other fields in this panel updates automatically based
on the loan officer/processor selection.
8 In the Correspondent File Contact section, all fields in the section are
automatically calculated/populated with correspondent file contact information
and cannot be edited.
9 Click the Save icon.
To View External Company Settings for the TPO Company:
1 In the TPO Information tool, click the View Details button.
2 In the Company Information page, review the information as required.
QualityExcellence_TPO_Information_Encompass – Download PDF file for Reading it at ease
