Lock Request Additional Fields

Use the Lock Request Additional Fields tool to add fields to the Lock Request form and the Loan Snapshot in the Secondary Registration tool.

  • On the Lock Request form, the fields display on the Additional Fields tab.

  • On the Loan Snapshot tab, the fields display at the bottom of the tab in the Loan Additional Information section.

To Add a Field:

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

  2. On the left panel, click Secondary Setup, and then click Lock Request Additional Fields.

  3. Click the Lock Request Form or Loan Snapshot tab.

  4. Click the New icon.

  5. In the Add Required Fields window, enter the field IDs for the fields you want to add to the form, and then click Add.

    • The fields display on the forms in the same order that you enter them on the Add Required Fields window.

    To add more than 10 field IDs, enter the initial 10 field IDs, and then click Add More.

  6. When finished, click the red X to close the window, and then click the Save icon.

ClosedAdd a field using the Find feature

  1. Click the Find icon. 

  2. In the Find a Form section on the left, select a form.

  3. Right-click a field to select it. The field turns orange.

    • Click Select All to select all the fields on the form.

    • Click Deselect All to clear all field selections.

  4. When finished, click OK.

ClosedDelete a Field

  1. On the Additional Fields list, select one or more fields.

  2. Click the Delete icon.

ClosedMove a Field

  • To change the position of a field on the form, select the field, and then use the Up and Down arrows to reposition it.