How to create a document name where we can drag any file or auto assign or train document to be assigned in File Manager Settings->Efolder->Documents Click on new document icon on top right, plus with document icon and give it a name, description and needed. Now, in Loan templates->Document sets, double click on any set …
21.4 Updated VOM Calculations (Field FM0016 and FM0021) for Subject Properties Using New URLA Forms
Details: Fannie Mae Desktop Underwriter (DU) and Freddie Mac Loan Prospector (LP) pull housing expenses and net rental income from the Verification of Mortgage (VOM) record. This resulted in discrepancies when the current mortgage payment associated with the subject property was different from the proposed payment. For Encompass to align with the new DTI calculations …
Google email secrets – How to Avoid Landing in the Promotions Tab
Set Templates-These look nice, but large companies use them. Instead, use a Blank Template or change your template frequently. Keywords – Certain keywords will trigger the Promotional Tab. Some examples of keywords to avoid are Gmail, Facebook, and YouTube. Be creative with the way you refer to these. Unoriginal Content – Copying and pasting content …
Change of Circumstance (COC) Forms Not Generating in Initial Packages with COC Settings — Adding forms to COC packages
Solution Details: Issue: COC forms are not generated in re-disclosure packages when using the “Magnifying Glass” search icon to choose a ‘reason’, next to field ID [3169] on LE page 1 Steps to Reproduce: Added custom form in Settings>eFolder Setup>Documents>set Criteria to “COC” only. (check all boxes). Re-Disclosed a package and custom form with COC settings …
Anti-Steering Safe Harbor – GLNOPDIS – (disclosure page 1 – 3 can not be seen)
Details: I am trying to make the anti-steering safe harbor disclosure page 1 – 3 available for my managers, and after enabling it in the groups > resources > standard print forms area for all users, it is not showing up for some reason Solution Details: The ‘Anti-Steering Safe Harbor Disclosure’, (source form) has been …
How NOT to Screw-up Your Mortgage Approval
How to Prevent the Financing Blues? Avoiding disappointment is always the best thing that you can do, but occasionally it does happen when some mortgage brokers are just utterly incapable of getting things done with the lender. Selecting a great mortgage broker is essential for getting the financing approved. Choosing to work with the wrong …
DO (Desktop Originator) not storing credit reference number and credit provider
Solution Details: With the new change in 21.4 to allow DO to submit for underwriting without any credit reference number, the system is not saving credit reference numbers when it exists in the loan and liabilities are already imported. Users are being prompted to order a credit report or provide a reference number. This also …
Encompass Consumer Connect SSO Binding Non-Borrower Owners
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 …
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 …
