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 …
Shopify case studies
If you want more search traffic to your Shopify site, then this post is for you. The popularity of eCommerce and selling on Shopify is skyrocketing. More and more websites are coming online and eating up more real estate in your Facebook feed. As your niche becomes more competitive, it will be harder and harder …
Squarespace website examples
Squarespace is one of the most prominent web builders in the industry. Countless successful websites on the Internet are built on this platform. Their creators probably opted for Squarespace because it is very easy to use and does not require coding skills. Still, it can be a challenge to make your Squarespace website stand out from the rest. You need some …
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 …
