Roles Roles carry out loan tasks in the workflow. A role (such as Loan Originator) can be associated with each milestone in the workflow. For example, when tasks are completed at the Processing milestone, the loan is handed off (assigned) to the loan team member who will fulfill the Underwriter role. A role can consist …

Home Tab Defines the default Home Page view and the persona’s ability to configure Home Page modules. Up to 12 modules can display on the user’s Home Page at one time. 1 In the Must Have column, select modules that must always display on the users Home Page. 2 In the Show by Default column, …

To Define Persona Access: 1 In the left panel, select a persona. 2 Select check boxes under each of the tabs to grant access to the functions and tools. 3 When finished, click the Save icon to save the persona. Access Tab Defines whether a persona can access the Encompass client only or both desktop …

About Administration Personas All users with an Administrator persona have access to loan, contact, and user data for users in their own folder, and folders below them in the hierarchy. Encompass also ships with two administration personas that can be assigned to users who will help with administration: • Super Administrator • Administrator (Global or …

The preconfigured personas and their primary functions are described below. • Loan Officer (LO) – Develops business and initiates loans: develops new client relationships and manages relationships over time; initiates the loan process, gathers basic client information, orders services for pre-qualification and pre-approval, and communicates with processor; monitors loans in the pipeline by tracking milestones …

Personas Personas represent job functions in your company. Each persona defines access to functions, forms, and tools. One or more personas are assigned to each user, depending on the job functions they perform in your company. NOTE: To enable Encompass clients to have more control over who can access their company’s settings in Encompass Settings, …

Creating User Group-Based Reports User Group-based settings reports display and map information from the User Group setting in Company/User Setup setting in Encompass Settings. To Create a User Group-Based Report: 1 On the menu bar, click Encompass, and then click Settings. 2 On the left panel, click System Administration, and then click Settings Reports. 3 …

To View and Edit a Public Business Contact Group: 1 On the Public Business Contact Groups screen, select a contact group, and then click the Edit icon. 2 On the Group Details window: • To change the group name, type the new name in the Group Name field. • To view a list of the …

Assign Public Business Contact Groups to User Groups Public business contact groups are assigned to groups of users on the Resources tab of the User Groups setting. You can assign more than one public business contact group to each user group. This is also where you assign access rights (View or Edit) for the contacts …

To Create a User Group: 1 On the menu bar, click Encompass, and then click Settings. 2 On the left panel, click Company/User Setup, and then click User Groups. 3 On the User Groups screen, click the New icon. 4 Type a Group Name, and then click OK. 5 Specify group members and group members’ …