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 …
Category: Encompass
Basic eDisclosure prep help
Disclosure Tracking Tool Field Calculations The Compliance Timeline section on the Disclosure Tracking tool provides date fields that show when the loan application was received when the first disclosure was sent to the borrower when the borrower indicated an intent to proceed, the earliest fee collection date, the earliest closing date, and the estimated closing …
Encompass work details
We do Encompass administration and development work. 1. Company/User setup, SSO, and multi-factor authentication setup 2. License settings (ECS -Encompass Compliance Service can be set, but ECS is only for banker edition) 3. Network company password, services password management 4. Persona settings and their access rights with Home, Access tabs, Pipeline view, add remove columns, …
