Export to Encompass & Update Encompass (Button on the Loan Details Page)

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A user who has been given the rights will have the ability to manually export a loan to Encompass or manually update Encompass with newly added data from iMP. 

Export To Encompass:  ENABLED WHEN NO LOAN NUMBER HAS BEEN ASSIGNED.  This feature is to be used when you have a file that you need to manually export to Encompass because credit was never ran or the export failed when credit was called.

Navigate to the Loan Details Page and scroll to the bottom of the page.  Click Export to Encompass.


A modal window will appear while the export is in progress and another will appear when the export is complete. Once complete, the file will have a loan number assigned and can be viewed and accessed in Encompass.

 

Update Encompass:  ENABLED WHEN A LOAN NUMBER IS ALREADY ASSIGNED.  This feature is to be used when new data has been entered on a loan where credit has already been pulled and a loan number has been assigned but Initial Disclosures have not been created. 

NOTE:  This feature should only be used PRIOR to Creating and Disclosing Initial Disclosures.  After Initial Disclosures are disclosed, no further data updates should be made in iMP.


Navigate to the Loan Details Page and scroll to the bottom of the page.  Click Update Encompass.  

 

A modal window will appear while the update is in progress and another will appear when the update is complete. Once completed, you may access the loan in Encompass and verfy the new data has been updated.


 

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