File Contacts Tool
The File Contacts tool contains the contacts and service providers associated with a loan. The tool provides a convenient means of viewing, maintaining, and printing all the file contacts for a loan from one location.
Add File Contacts
There are several ways that file contacts are added to a loan.
-
Default File Contacts - If you have created default file contacts (using the Default File Contacts tool on the Encompass Settings screen), they are automatically added as file contacts when you originate a loan.
-
Business Contacts - You can click the Address Book icon (from a loan form, the Default File Contacts tool, or the File Contacts tool) and select existing business contacts to add to the file contacts for a loan.
-
Automatic entry - File contacts such as borrowers, co-borrowers, and roles are automatically added to the File Contacts tool during the processing of a loan.
-
Manual entry - You can enter file contact information in the File Contacts tool or on a loan form. Manually entered contacts are specific to the loan you are working on. They are not automatically added to your business contacts.
Add a Contact to the File Contact Tool Using the Address Book
Add or Update a File Contact Manually
Add a Non-Borrowing Owner File Contact
Add a File Contact from a Loan Form
Add a File Contact to the Settlement Service Provider List
If a file contact is a settlement service provider, you can add the contact to the Settlement Service Provider List by selecting the provider and then clicking the Copy to Settlement Service Provider List button.