Category: Encompass

Manage Service Providers List • Select None to clear all the check boxes in the Categories list. Personas will not be permitted to search for a service provider nor add and select a service provider of their choice when ordering a service. NOTE: For the Appraisal service, you can also use the Appraisal Order Management …

Manage Service Providers List Use the Manage Service Providers List setting to control the persona’s ability to search for a service provider or add and select a service provider of their choice when ordering a service in Encompass. 1 Click the Manage Service Providers List link • Select All to select all the service providers …

The Itemization Fee Management settings impact the following Persona Overwrite settings: • If persona access has not been granted via the Persona Overwrite settings nor the Itemization Fee Management settings in the Personas setting, the persona will not be able to edit the fee description. • If persona access has only been granted via the …

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 …