There are many ways to send disclosures in standard encompass and there are sophisticated methods to send customized packages, letters etc using docutech. So, while settings we can decide which kind of packages we want to send like initial disclosures, redisclose, closing documents, processing documents and via which delivery method like esign, physical like fedex, …
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Important learning – Encompass
1. Fail message never works with super admin so login as any other user like LO, MC, LP, LA etc if you want to validate and test Fail messages. 2. Loan Form Printing rule in Business Rules cant be imported – 28-May-2024 3. System Administration-> Settings Reports Use the Settings Reports tool to generate and …
Encompass coding detail – 2
There are few lines of plugin and its explanation. { Loan currentLoan = EncompassApplication.CurrentLoan; if (e.MilestoneEvent.MilestoneName.ToLower() != “funded”) return; string field1 = Macro.GetField(“1172”); string field2 = Macro.GetField(“19”); string field3 = Macro.GetField(“1543”); string field4 = Macro.GetField(“VEND.X263”); string field5 = Macro.GetField(“364”); string field6 = Macro.GetField(“2553”); DateTime result1; DateTime? disbursementDateObj = string.IsNullOrEmpty(field6) || !(field6 != “//”) || !DateTime.TryParseExact(field6, …
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 …
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 …
Anti-Steering Safe Harbor Disclosure
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 …
A Little More Than Ordinary Restaurant Management Software!
restaurant-app-development – for client Managing your restaurant operations like billing, checking the kitchen, and looking for ways to satisfy a customer can be an arduous task. We can feel you. To rescue you, we have come up with a hardly-built restaurant management software- Tasty Clone. Our Quality Excellence’s solution is so effective that we bet …
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, …
How to ruin your SEO
In yesterday’s email, we talked about how despite the pandemic, some businesses have gone on to experience massive growth… PLUS, we’re on the verge of the biggest online boom coming up in Q4, and if you take the right actions now, you might be able to make up for the whole year of sales. BUT …