Printing Ability-to-Repay Output Forms

Encompass provides the ability to print the data entered in the ATR/QM Management tool’s input forms to corresponding output forms (i.e., Ability-to-Repay Worksheet (page 1 - 5).

To Print the Ability-to-Repay Output Forms:

  1. While viewing any form in the ATR/QM Management tool, click the Print icon.

  2. The Ability-to-Repay forms are listed in the Selected Forms list (along with the Non-Standard to Standard Refinance Eligibility output form). Click Print to print the forms.

Access to Ability-to-Repay Output Forms

To make the ATR/QM Management output forms available to users, administrators must grant user access to the forms. Access is granted to user groups. All users who are members of the authorized user group will have access to the documents.

To Grant a User Group Access to the Forms

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left pane, click Company/User Setup, and then click User Groups.

  3. Select a user group on the Create a Group panel.

  4. Click the Resources tab.

  5. Click the New icon next to the Standard Print Forms category.

  6. On the Standard Print Forms window, select forms from the All Standard Print Forms list, and then click the right-arrow button to move the forms to the Selected Forms list.

  7. Click OK to add the selections to the user group.

  8. When finished, click the Save icon on the User Groups screen.