Transfer and Retrieve Loan Files

Use the Transfer feature to securely transfer loan files via the Internet to the Loan Mailbox of another user in your organization. To transfer a loan, you must know the recipient's Client ID and User ID.

To Find a Client ID

  • On the menu bar, click Help, and then click About Encompass.

To Transfer a Loan

  1. On your Pipeline, select one or more loans.

  2. Click the Transfer button.

  3. On the File Transfer window, type the recipient's Client ID, User ID, a Subject, and a Message.

  4. Click Send.

To Retrieve a Transferred Loan:

  1. Click the Loan Mailbox link in the upper-right of the Pipeline screen.

  2. Select File Transfers on the Message Type dropdown list.

  3. Click to highlight a loan on the list.

  4. On the message details window, click the link on the word here to import the attached loan file.

  5. Select a folder to import the file to, and then click Import.