Author: admin

Pipeline Tasks Select the check boxes for each Pipeline task the persona is allowed to perform. • For the Duplicate Loans option, a Loan Duplication Templates window lets you select the templates the persona can access, and select a check box to require the Persona to use one of the selected templates when creating duplicate …

Pipeline View Create the default Pipeline view for the persona by configuring the columns that display on the Pipeline, the order in which they appear, the sorting order for the loan entries, and by applying search filters to the Pipeline data. 1 In the Pipeline Views section, click the New icon. 2 Select Create a …

Types of Roles The following types of roles can be assigned. Multiple contacts can have the same role within a TPO company and multiple roles can be assigned to one contact. Manager – This user is the primary contact for the company or branch and is often the broker/owner. Managers may create and manage the …

Roles You must assign a role to the contact to define the contact’s access rights to the TPO Connect site. If you do not assign a role, an alert message displays, indicating that the contact must have at least one role assigned to them. To Assign a Role to the Contact: In the Roles panel, …

Role Mapping Select the roles in your company that carry out Loan Officer, Loan Processor, Loan Closer, and Underwriter tasks. These designations are used when importing loans and for controlling loan officer license settings in the user profiles of those users. After selecting a role, click the Save icon to save your changes. Click the …

     To Create a Role: On the menu bar, click Encompass, and then click Settings. On the left panel, click Company/User Setup, and then click Roles. On the Roles screen, click the New On the Create/Edit Role window, type the Role Name and a 2-character Role Abbreviation.                …

Roles Roles carry out loan tasks in the workflow. A role (such as Loan Originator) can be associated with each milestone in the workflow. For example, when tasks are completed at the Processing milestone, the loan is handed off (assigned) to the loan team member who will fulfill the Underwriter role. A role can consist …

Home Tab Defines the default Home Page view and the persona’s ability to configure Home Page modules. Up to 12 modules can display on the user’s Home Page at one time. 1 In the Must Have column, select modules that must always display on the users Home Page. 2 In the Show by Default column, …

To Define Persona Access: 1 In the left panel, select a persona. 2 Select check boxes under each of the tabs to grant access to the functions and tools. 3 When finished, click the Save icon to save the persona. Access Tab Defines whether a persona can access the Encompass client only or both desktop …

About Administration Personas All users with an Administrator persona have access to loan, contact, and user data for users in their own folder, and folders below them in the hierarchy. Encompass also ships with two administration personas that can be assigned to users who will help with administration: • Super Administrator • Administrator (Global or …