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 …
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 …
Secrets to success with Shopify
I develop and customize Shopify themes and plugins. I also give training on how to make success on Shopify. Pre-launch preparation 1. Secure Your Audience: Don’t assume your target audience has been anxiously awaiting your site’s launch as much as you have. In fact, there’s a good chance that — without the appropriate precautions — …
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 …
