Details: Point of Sale (POS) Applications have a need to bind Non-Borrower Owner Contacts in the File Contacts. This is so they can create a Loan Access Token (LAT). The LAT is used to negotiate authentication to the Borrower Portal Widget embedded on the POS’ website for a Borrower that has been authenticated on the …
Category: Encompass
First American Title and the Mortgagee Clause for the CPL and loan number when ordering through Encompass
Do you know if there is a way to indicate the Mortgagee Clause for the CPL and loan number when ordering through Encompass? So First American has the ability to hardcode a mortgagee clause into our system so that it appears the same on each CPL. Having said that, many of our broker partners …
Verification of Additional Loans
Use the Verification of Additional Loans (VOAL) to record additional new mortgage loans on the subject property aside from existing loans, for example down payment assistance loans or standalone piggyback loans closed with the current loan by either you or another lender. When you enter additional loans on the VOAL, the first five entries display …
Consumer Connect Authorization Code Randomly Generated and email automatically goes to LO When Status Online Triggers prior to eConsent or eDisclosures
If you have a Company Status Online update being triggered for a Consumer Connect Loan prior to packages going out (eConsent, Doc Request or eDisclosure) to the borrower, this email template with the Authorization Code included is sent so that the borrower can authenticate into and or create their Consumer Connect Account. This would allow …
Jr. Processor persona not able to see the eFolder documents
Resolution: – Roll access to documents is the only way the new persona will be able to see the existing loans – Remember once the Rights are given they cannot be taken back – Go to the loan – Go to eFolder – Highlight documents you want to give efolder Roll access – Click the right …
Standard document is not present in add document list for efolder Request
Standard document is not present in add document list for efolder Request Answer – Go to settings encompass settings > company/user setup > user groups > picked all users or the group where this issue is coming > went to resources tab > clicked on the paper icon with the plus sign in the standard …
How to assign roles to loans in file contacts
OK please check this setting Encompass > Settings > Company/User Setup > Personas > choose needed persona > Loan Tab > Assign Loan Team Members (blue lettering).
How to Print with Field ID’s
To locate and determine what field ID is used on a Standard Form, complete the following: On the loan file that you are one, press the Print Icon Locate where the document is located Select the desired document Press the “Add >” button Select the documents that you don’t want to print and press the …
Loan number not printing on LE and CD when specific channel?
The Loan ID# is programmed based on the Channel selected in Field 2626. FUNCTIONALITY Here are the programming instructions for how the Loan ID# will print onto the output form. -When field 2626 is “Banked-Retail” or “Banked-Wholesale”, then map the value in Field 364 to Field 4063(New Field). -When field 2626 is “Brokered” or “Correspondent”, …
How to generate Fannie UCD & Freddie LCA files
How do I indicate the final CD for UCD submission? The final CD must be indicated as “Final” within the eFolder AND within Disclosure tracking. Why? Marking the CD as Final in disclosure tracking indicates which data is going to be used in the XML. Marking the CD as Final in the eFolder indicates which PDF will …
