OK please check this setting Encompass > Settings > Company/User Setup > Personas > choose needed persona > Loan Tab > Assign Loan Team Members (blue lettering).
Category: Encompass
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 …
Loan folder business rule – Encompass Banker edition only
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 …
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 …
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 …
