Loan folder setup and visibility

To Create a Loan Folder:

1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click  Loan Setup, and then click Loan Folders.
3. Click the New icon, enter a Folder Name, select the Archive Folder check box and the Include in Duplicate Loan Check check box if appropriate, and then click Save.
   • The Archive Folder column displays the archive status of each folder.

     Alerts for archived loans do not show on the Pipeline.

   • When the Include in Duplicate Loan Check check box is selected, the loan files in that loan folder will be included in the duplicate loan check performed by the Duplicate Loan Check component. When enabled in the Encompass Admin Tools, the Duplicate Loan Check component provides a pop-up message when a user attempts to save a loan file that contains data that matches the data in another loan file. When the Duplicate Loan Check window displays, all potential duplicate loans are listed and the user can review each one to determine if they are creating a duplicate loan file.
4. To make the loan folder visible to users, you must add the folder to a user group (refer to the following procedure).

To Add a Loan Folder to a User Group:

1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click Company/User Setup, and then click User Groups.
3. In the Create a Group panel, select a group.
4. Click the Loans tab, and then select the folder from the list in the bottom panel.

To Delete a Loan Folder:

1. Select a folder from the Loan Folders list and click the Delete icon.
   • You cannot delete a folder that contains a loan file.
2. Click Yes in response to the confirmation message.