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 …
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Secrets to success with Shopify
I develop and customize Shopify themes and plugins. I also give training on how to make success on Shopify. Pre-launch preparation 1. Secure Your Audience: Don’t assume your target audience has been anxiously awaiting your site’s launch as much as you have. In fact, there’s a good chance that — without the appropriate precautions — …
Missing Disclosure Tracking entries or Blank Disclosures
QualityExcellence_Missing Disclosure1 – please download the pdf file to read with your PDF reader. Missing Disclosure Tracking entries or Blank Disclosures Solution Details: Below are some possible reasons under which you may encounter Missing Disclosure Tracking entries: 1) Loan file restoration from previous Autosave. When a user edits a loan file in Encompass an autosave …
Shopify case studies
If you want more search traffic to your Shopify site, then this post is for you. The popularity of eCommerce and selling on Shopify is skyrocketing. More and more websites are coming online and eating up more real estate in your Facebook feed. As your niche becomes more competitive, it will be harder and harder …
Squarespace website examples
Squarespace is one of the most prominent web builders in the industry. Countless successful websites on the Internet are built on this platform. Their creators probably opted for Squarespace because it is very easy to use and does not require coding skills. Still, it can be a challenge to make your Squarespace website stand out from the rest. You need some …
Consumer Connect – How to reduce borrower error, password resets, and lost packages
How to reduce borrower error, password resets, and lost packages 1. When borrowers are required to use separate emails they find the process much less confusing. Requiring that borrower pairs use separate emails can produce dramatic results. Not only does this greatly reduce confusion for the Borrower it makes it easy for our users and ADMINs to understand …
Disclosure Tracking RESPA-TILA FAQ
1. Can the e-Consent form be signed prior to the application date? Yes. 2. Will Encompass be automatically updated to show as 10-01-15 or will it need to be manually changed by the client? The system has been updated now that the rule is final. 3. Will there be logic programmed such that Encompass will …
Encompass Disclosure Environment
QualityExcellence_Encompass Disclosure Environment Download PDF to read it at ease Redisclose REGZ-TIL (APR Change) (Mortgage Disclosure Improvement Act (MDIA)) In accordance with MDIA provisions, Redisclose REGZ-TIL alerts are generated when there is a difference between the value in the Disclosed APR (Field ID 3121 on the REGZ-TIL and Closing REGZ forms) and the Current APR …
TPO Information
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 …
Anti-Steering Safe Harbor Disclosure
Download PDF version – Anti-steering safe harbor disclosure The Anti-Steering Safe Harbor Disclosure helps your company stay in compliance with the new anti-steering requirements. This disclosure enables the loan originator to provide the borrower with a variety of loans to choose from: • The loan with the lowest interest rate • The loan with the …
