My Profile

Use the My Profile screen to update password, name, and contact information in your user profile. Contact your system administrator if you forget your password or need to change your profile settings related to system and file access.

To Update My Profile Information:

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

  2. On the left panel, click Personal Settings, and then click My Profile.

  3. Update your profile information as described below, and then click the Save icon.

ClosedPersonal Settings

Use this section to create or edit your personal settings.

  1. Add or change your personal profile information.

    If you change your password, it must comply with the requirements established by your system administrator. The next time you log in to the network of electronic service provider, you will be prompted to type your old password first.

  2. If you are assigned a Loan Officer persona, you can click the My State Licenses button to view your state licensing information.

  3. Clear the Enable field-level help checkbox to disable field-level help text, but retain the field ID display.

  4. Clear the Display logout prompt when exiting Encompass checkbox to disable the prompt that displays when you exit Encompass, asking you to confirm the exit.

ClosedPublic Profile

Note that this feature is intended for use with the upcoming Loan Officer Profile feature in Encompass Consumer Connect. While this Public Profile feature is operational in Encompass, the Encompass Consumer Connect portion of this feature is not yet provided.

Use the Public Profile option to add contact and other loan officer profile information that will be accessible to consumers as they navigate a lender's Encompass Consumer Connect website. When consumers search the site for loan officers, this information will be provided when the consumer picks the applicable loan officer from the search results.

  1. Click the Public Profile button.
  2. To make this profile information visible in the loan officer search results on an Encompass Consumer Connect website, select the Enable Public Profile checkbox.

    • If at any time you want to hide this profile information from the search results on the site, clear the Enable Public Profile checkbox.

  3. Enter the information you want to provide in your profile.

    • Name fields - Enter your full name. Note that these fields will be automatically populated with the name entered in your user profile (i.e., User Details screen) set up by the Encompass administrator. Click the blue Lock icon to enable the field and overwrite the current data. The name(s) you enter apply only to the Public Profile and do not change the name entered in your user profile by the Encompass administrator.

    • Phone fields - Enter your phone (and or fax) numbers. Note that these fields will be automatically populated with the phone numbers entered in your user profile (i.e., User Details screen) set up by the Encompass administrator. Click the blue Lock icon to enable the field and overwrite the current data. The numbers(s) you enter apply only to the Public Profile and do not change the phone numbers entered in your user profile by the Encompass administrator.
    • NMLS ID - Your NMLS ID is automatically populated with the NMLS ID entered in your user profile (i.e., User Details screen) and cannot be edited here.
    • Links - Enter http or https links to websites, documents, etc.
    • Profile Description - Enter a message or additional information to display in your profile (up to 1000 characters).
  1. When finished, click Save.

ClosedEmail Signature

Use the Email signature section to create a personal email signature that displays in email notifications for Status Online Updates. The signature is added to an email when content is populated from a template with a signature field. For additional information about templates, refer to Personal Status Online.

  1. In the Email Signature section, type the content that you want to display for the company signature in a Status Online Update email notification.

  2. To insert an image, click the Image icon to open the Insert Image window, select a file, and then click Insert.

    • To add an image to the Insert Image window, click the Add icon, browse to the image, and then click Open.

    • To delete an image from the Insert Image window, select an image, and then click the Delete icon.

  3. To insert a hyperlink, highlight the link text, click the Hyperlink Icon, and select an option:

    • To have the link open the WebCenter or Loan Center, select The WebCenter/Loan Center option.

    • To have the link open a website, select General web address, and then enter the URL for the website in the format http://www.websitename.com

    • To have the link open the recipient's email application, select Email address, and then enter the email address that you want to display in the email To line.

  4. To insert the signature of the Encompass user who is sending the update, click the Insert icon, select the Signature option, and then click Insert.

  5. To insert a commonly used field, click the Insert icon, select the Commonly Used Field option, select a field from the list, and then click Insert.

  6. To insert any Encompass field, select the Other Field option:

    • Type the field ID.

    • Or click the Find icon, select a form in the left panel, right-click a field in the left panel, and then click OK.

  7. When finished, click Save.