Encompass FSB Resource Center:

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Overall Encompass Tidbits

How to - Helpful training and all Staff Tidbits

How to - Add Business Contacts into Encompass

How to - Service Provider Listing

How to - How to create custom Print Forms

How to - Enable your email account to enable auto emails

How to - Export to run GUS

How to - Create a folder (Bucket) to move a document to the e-folder

How to - Order Soft pulls

​How to - How to process a Disclosed loan Denial and Withdrawals

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Loan Officer/ LOA Procedures

Consumer Connect Information:

          ​How to - Program and Auto Email Forwarding Rule - To allow LOA's to see Consumer Connect LO emails.

            How to - Consumer Connection Setup Guide

          How to - Consumer Connect Tidbits

            ​How to - Obtain a Link for Borrower to E-sign Initial Disclosures

            How to - See how a Borrower(s) Start a Consumer Connect Application

            How to - Check if your Borrower has completed their Application

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Pre-qualification:

           How to - Properly export from MBOT and import to Encompass

         How to - Order Credit

         How to - View how a Borrower Completes an App in Consumer Connect

How to - Prequalify a file from Consumer Connect

How to - Set-up A Loan with Additional Borrower Pairs

How to - Setup an APT Brokered Loan within Encompass

How to - Utilize the Prequalification Tool within Encompass

How to - Order Conventional MI with Comparisons

How to - Add a Borrower Contact and how to Originate a New Loan From the contacts

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Denying A Prequalification:

           How to - Deny a Prequalification Request

            

Disclosing:

How to - Request E-Consent from Borrowers Prior to E Disclosing

How to - Disclose a Loan including Pre-Qualified Applications

How to - Create and Upload Wet Sign Disclosures (Coming Soon)

How to - Setup In House Portfolio Products

How to - Disclose an App Plus 5 Loan within Encompass

How to - Set up the SSP Disclosure

How to - Setting up Bonafide Discount Points

How to - Set up the Home-Buyer Counseling Disclosures

How to - Utilize Ice Fees when Disclosing 

How to - See what borrowers see when they E-sign their Initial Disclosures

How to - See if Borrowers have Signed their Disclosures

How to - Enter Net Tangible Benefit Data

How to - Setup a Buydown Loan within Encompass

How to - Apply a Branch Closing Cost Template

How to - Add a Borrower Contact and how to Originate a New Loan From the contacts

How to - Order, Print and Upload Wet Sign Disclosures

How to - Add a Tax Prorate Credit to your Loan Estimate

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Denying a Disclosed Loan:

           How to - Process a Disclosed Loan Denial and Withdrawals (Both Pre-Disclosure and Post-Disclosure)

 

Locking - Relocking - Extending Loans:

           How to - Locking Loans with ICE PPE

           How to - Extend Existing Locks

 

Entering the information into the URLA:

           How to - Set-up FHLB and Freddie Mac Grants

            How to - Set-up Net Rental Income on Investment Subject Property

 

Non-central Branches Submitting Files to Processing:

How to - Move a File to Processing after Disclosures are E-signed

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Central Branches Submitting Files to Processing:

How to - Move a File to Processing after Disclosures are E-signed​​

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Processing Procedures

Initial Submission Procedures:

How to - Start Processing - Initial Processing Steps

How to - Order an Appraisal within Encompass

How to - order FHA Case # Assignment with CAIVRS

How to - Order CAIVRS for VA & Process for USDA 

How to - Order SSN Verifications

How to - Order Tax Transcripts

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Custom Print Form Procedures:

            How to - Fill out the 100% Access Letter

            How to - Fill out the FSB Condo Questionnaire

            How to - Fill out the FSB Escrow Repair Agreement - Buyer Funded

            How to - Fill out the FSB Escrow Repair Agreement - Seller Funded

            How to - Fill out the FSB Gift Letter

            How to - Fill out the FSB Power of Attorney Borrower

            How to - Fill out the FSB Power of Attorney Co-Borrower

            How to - Fill out the FSB Residual Income Calculator Form

            How to - Fill out the HOA Fee Certification

            How to - Fill out the Hold Harmless Agreement

            How to - Fill out the VA Nearest Living Relative Statement - Borrower

            How to - Fill out the VA Nearest Living Relative Statement - Co-Borrower

            How to - Fill out the VA Childcare Statement

 

Redisclosure Procedures:

How to - Add Fees to the 2015 Itemization

      Click here for a Total Fee Table

      Click here for APR Charges

How to - Re-Disclosure loans and Re-Disclose loans with a product change on Loan Estimates

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ICD Creation:

How to - Pull a Partners Credit Invoice

How to - Add Fees to the 2015 Itemization

       Click here for a Total Fee Table

       Click here for APR Charges

How to - Prepare ICD - Part One

How to - Prepare ICD - Part Two

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Closing Scheduling Procedures:

            How to - Upload Prior to Funding Conditions for the Underwriter to Clear

            How to - How Processors Schedule Closing

Underwriting Procedures

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More Coming Soon

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Closing Procedures

How to - Training - Closing - Ordering Docs

How to - Mortgage Trustees For Closing

How to - FC States Matrix

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Post-Closing Procedures 

More Coming Soon​​​

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