Encompass Consumer Connect Borrower Portal Updates

To eSign Documents:

1. Borrower logs into the Encompass Consumer Connect borrower portal. Borrower tasks are shown in the To Do Lists.

   
   

2. The borrower clicks View List.

3. The borrower clicks Open Documents to view and sign them.
   

To view the full list of documents that require an electronic signature, the borrower clicks View Full List. When the list of documents is displayed, the borrower can then click Sign Documents to open and sign them.

4. The borrower enters the Authorization Code to gain access to the documents.

The Authorization Code is different from the account password the borrower enters for their Encompass Consumer Connect online account. The Authorization Code is created by the Encompass user who sent the electronic document request from the eFolder. The Encompass user must contact the borrower to provide the Authorization Code. If authentication fails five times, the borrower will be locked out and the loan officer will have to send request again.

5. The loan documents open in a DocuSign URL. The borrower clicks Next to view the documents.

6. The borrower clicks each signature tag (yellow box) in the document, and then clicks Finish.
   
   

The page redirects back to the application in the Encompass Consumer Connect borrower portal.

7. The borrower confirms whether all documents were signed.

8. When the borrower is finished, the co-borrower (if any) can eSign the documents.

9. When all borrowers have completed the eSigning process, the borrower clicks the Home button to view To-Do Lists and complete any additional tasks, view the loan status, or access uploaded document files.