Encompass Banker edition only
To Create and Edit Loan Folder Business Rules:
1. On the menu bar, click Encompass , and then click Settings.
2. On the left panel, click Business Rules , and then click Loan Folder Business Rule.
3. In the left panel, select a folder from the Loan Folders list.
4. Select Yes or No to indicate whether loans can be originated in the folder.
For example, you might select No for a folder in which you place only approved loans.
5. Select Yes or No to indicate whether loans in the folder can be duplicated.
6. Select Yes or No to indicate whether duplicated loans can be added to the folder.
7. Select Yes or No to indicate whether loans can be imported into the folder.
8. To set a rule to control which loans can be moved into the folder, select the Setup Move Rule check box.
To permit only loans that have finished a specified milestone, select Finished Milestone and then select a milestone.
Or, to permit loans based on the loan status, select Loan Status, and then select the permitted statuses.
6. Click the Save icon.
7. Repeat these steps to set business rules for additional folders as required.
8. When finished, click Close.
Encompass Banker edition only
