Borrower Loan Portal Settings

Borrower loan portal settings control whether borrowers can upload files outside of a task, if contact information for the loan officer and loan processor is shown to the borrower, and control password requirements for borrower accounts.

What would you like to do?

ClosedEnable File Uploads Outside of Tasks

By default borrowers are allowed to upload files outside of their loan tasks.

To Enable File Uploads Outside of Tasks:

  1. In the Encompass Consumer Connect administration portal, go to Borrower Loan Portal.

  2. If you have more than one site, select the site you want to edit from the drop-down list at the top of the page.
  3. Click General Settings.
  4. Click Yes to allow file uploads outside of loan tasks. Or, click No to disable this feature. When disabled, borrowers will not be given the option to upload a document or file outside of loan tasks.
  5. Click Save.

ClosedManage Contact Settings

At certain points in the loan application process, Encompass Consumer Connect shows the loan officer's and loan processor's contact information to the borrower. You can choose weather to enable or disable this feature and whether to show contact information for the loan officer, loan processor or both.

To Manage Contact Settings:

  1. In the Encompass Consumer Connect administration portal, go to Borrower Loan Portal.

  2. If you have more than one site, select the site you want to edit from the drop-down list at the top of the page.
  3. Click Contact Settings.

  4. Select Yes if you want borrowers to see contact information for the loan officer or loan processor at certain points in the loan application.
  5. Determine whose contact information you want to display: Loan Officer, Loan Processor or both.
  6. Click Save.

ClosedManage Login Security

Security settings apply to borrower accounts and control how long a password is valid and password requirements.

To Manage Login Security:

  1. In the Encompass Consumer Connect administration portal, go to Borrower Loan Portal.

  2. If you have more than one site, select the site you want to edit from the drop-down list at the top of the page.
  3. Click Login Security.

  4. Enter the number of days a borrower's password is valid. Borrowers will be alerted when their password must be reset.
  5. Set the password requirements by selecting the restrictions you want Encompass Consumer Connect to enforce.
  6. Enter the minimum and maximum character length.
  7. Click Save.

  Published  April 10, 2017

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