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How to Import Documents From Blend in Encompass – Blend Help Center
How to Import Documents From Blend in Encompass Blend Help Center
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How to Import a Blend Loan in Encompass – Blend Help Center
How to Import a Blend Loan in Encompass Blend Help Center
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encompass how to import previous borrower info to new loan : Quick walkthrough on how to import borrower information into a new loan in Encompass. ... Encompass - How to Import Previous Borrower Info to New Loan E360Admin.1. Save the file attachment.32.fnm to C:\EncompassData\Loans\My Pipeline directory. 2. Open Encompass 3. Go to the Pipeline view, click Import. 4.Encompass Newsflash #131 (2/9/2015) Topic: How to Duplicate a Loan Below are the instructions on how to duplicate a loan to ensure all the templates are set up and the borrower gets a complete and accurate initial disclosure package. Follow the steps below to duplicate a loan: 1.The ROI of Ellie Mae’s Encompass Digital Mortgage Solution. Read how an independent study quantified how mortgage lenders use Encompass to receive significant ROI — an average of $813 in savings & operational improvement per loan — through improved compliance, loan quality and efficiency. Read the studyEncompass Connector 6 When you select an Encompass Template, a pop-up will display in the middle of the screen confirming export to Encompass. When this pop-up goes away the lead will be in Encompass. The user will need to go into Encompass and search in the proper folder for the lead record.Encompass eFolder will be displayed). G. By double-clicking on the selected document, it will open a Document Details window which will display the filename at the top to view the document. MI Fee Import Screen H. this screen is displayed if a successful response is received by Encompass. these fields can be imported into Encompass whenENCOMPASS EFOLDER QUICK REFERENCE GUIDE AFN-F-Orig_Enc360eFolder-QRG Rev. 09/17/2015 Page 2 of 17 iii. After fixing any data audit items that need to be addressed, click the [Refresh Audit] button at the top of the Disclosures Audit box to ensure all critical items have been cleared.HOW TO IMPORT DATA USING ENCOMPASS Open Encompass and when you’re ready to import your file click “Services” then “Doc Preparation” Choose “PeirsonPatterson, LLP” then click “Submit”. (*note: you need to have your PPDocs login and password input in the Password Manager)Using Blend. Helpful information and step-by-step guides to help users navigate Blend and manage their loan pipeline.
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