Access Lenders
Use the Access Lenders service to submit loans directly to your
lender's website.
Types of Lenders
There are three types of lenders available in the Access Lenders service:
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The one-way connected icon displays next to lenders that are directly connected through your electronic service providers network. You can automatically send your loan information to these lenders' websites. |
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The two-way connected icon indicates that you can also receive information from the lender back in to your loan file. |
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If you are working with a lender who is not directly connected, you can export your loan information to your computer and then manually upload the file using the lender's website. |
Submit a Loan to a Lender Connected to Encompass
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Open a loan and click the
Services tab.
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Click the Access
Lenders button.
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On the Lenders window,
select a lender on the My Lenders tab, and then click Continue.
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Or you can select a
lender from the Find Lenders tab. The selected lender is automatically
added to the My Lenders list.
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To add a lender, click New Lender. Type the name (usually the company name) and the link's URL, and then click AddCustom Link.
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On the Lender Submission Request window, type
Lender Login Information if required and select a Request Type.
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To notify your lender that you are submitting a loan, select the Notify Lender Account Executive checkbox, select your account executive from the dropdown list, and then type a message.
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To add a lender account executive, click Add.
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Type the executive's name, or click the icon to select from your business contacts.
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Type the executive's email address and click Save.
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Click Continue.
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On the lender's website, complete required information
and submit the loan.
Submit a Loan to a Lender Not Connected To Encompass
The one-way or two-way connected icon displays next to lenders that are connected to Encompass through your electronic service providers network. If your lender is not directly connected, follow these steps to submit a loan.
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Open a loan and click the
Services tab.
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Click the Access
Lenders button.
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On the Lenders window,
select a lender on the My Lenders tab, and then click Continue.
-
Or you can select a
lender from the Find Lenders tab. The selected lender is automatically
added to the My Lenders list.
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To add a lender, click New Lender. Type the name (usually the company name) and the link's URL, and then click Add Custom Link.
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On the Lender Submission Request window, select a request type: Export Fannie Mae formatted file & visit lender website or Visit lender website.
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If exporting the file, type the location where the file is to be exported.
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To notify your lender that you are submitting a loan, select the Notify Lender Account Executive checkbox, select your account executive from the dropdown list, and then type a message.
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To add a lender account executive, click Add.
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Type the executive's name, or click the icon to select from your business contacts.
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Type the executive's email address, and then click Save.
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Click Continue.
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Log in to the lender's website and follow their instructions to upload the file from your computer.