Piggyback Loan Synchronization

Use the Piggyback Loan Synchronization tool to manage a list of the fields that are synchronized when you update a loan using the Piggyback Loans tool. These fields are also applied when you create a new loan using the Piggyback Loans tool.

To Select Piggyback Loan Synchronization Fields:

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

2. On the left panel, clickLoan Setup, and then click Piggyback Loan Synchronization.

3. Click the New icon.

4. On the Add Required Fields window, enter up to 10 Field IDs. When finished click Add.

   • If you need to add additional fields, click Add More.

5. To add fields by selecting them from forms, click the Find icon.

   • On the Find Fields window, select a form from the list on the left.

   • Right-click the fields you want to add to the synchronization list.

6. When finished, click OK.

7. To remove a field, select a field from the Field ID list, and then click the Delete icon.
8. To include fields from verifications, select the appropriate checkboxes in the Verifications section at the bottom of the screen. All fields on the selected verification will be synchronized.

9. When finished, click the Save icon.

   • Or click the Reset icon to return to the previously saved list.

   To return to the original list of default synchronization fields, click Default List. Any changes made to the list will be undone.