The eDisclosure feature in Encompass® allows users to generate and send initial disclosure packages electronically to borrowers. Here’s a brief overview of how it works and some key functionalities: Generating eDisclosure Packages: Users can generate an initial disclosure package and send it to borrowers. Borrowers are notified via email that the documents are available on …
Month: April 2025
Persona settings – web custom input forms tools
Persona Settings to Control User Access to Custom Forms, Custom Tools, and Global Custom Tools A Web Version settings tab is provided in the Personas settings in Encompass. Administrators can use these settings to configure user access to custom forms, custom tools, and global custom tools in the web version of Encompass that have been …
Anti-Steering Disclosure form
To Add the Anti-Steering Disclosure Form to the eDisclosures Packages: 1 On the menu bar, click Encompass, and then click Settings. 2 On the left panel, click eFolder Setup, and then click Documents. 3 Click the New icon. 4 In the Name field, enter a name for the document (such as Anti-Steering Safe Harbor Disclosure …
Encompass Plugin for Persona-Based Loan File Saving Restriction
Encompass Plugin for Persona-Based Loan File Saving Restriction This plugin aims to restrict users from saving a loan file in Encompass based on their assigned persona. You can define specific personas that are allowed or disallowed from saving loan files. Core Functionality: The plugin will intercept the “Save” action within Encompass and perform the following …
