TPO Custom Fields

Watch the "TPO Management Settings in Encompass" Tutorial

Use the TPO Custom Fields setting to create up to 100 custom fields for your TPO companies and contacts. There are a variety of field types, two of which are dropdown lists of predefined selections that you create. TPO custom fields configured within this setting are displayed in the Custom Fields tab on the Company Details window.

To Create TPO Custom Fields:

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

  2. On the left panel, click External Company Setup, and then click TPO Custom Fields.Enter a name for the tab.

  3. Enter a name for the tab.

    • The name will display on the Custom Fields tab of the Company Details page.

  4. In the first field (Custom Field 1), enter a Field Description, and then select a Field Type (Field Types are optional).

  5. If you selected the field types DROPDOWN or DROPDOWN - Editable, complete the steps below to add options to the list from which the user will select. The DROPDOWN - Editable type enables users to select from a list or enter a value.
    • Click the Edit icon to the right of the Field Type field.
    • On the Custom Field Options window, click New.
    • Enter the name of the option and click OK.
    • Add additional options as required. Use the Edit and Delete buttons to change or delete entries.
    • Click OK.

  6. Add additional custom fields as required.

  7. When finished, click the Save icon.

     You can map custom TPO fields to loan fields in Encompass so that when a loan is submitted from this TPO company or contact, the custom fields will be automatically copied to the corresponding field in the loan file. For more information on mapping TPO custom fields, see Mapping Custom Fields to Loan Fields (Optional).

To Edit a TPO Custom Field:

  1. Change the Field Description or Field Type of an existing field.

  2. Click the Save icon.

To Delete a TPO Custom Field:

  1. Clear the text from the Field Description.

  2. Change the Field Type selection to blank.

  3. Click the Save icon.

Mapping Custom Fields to Loan Fields (Optional)

You can map custom TPO fields to loan fields in Encompass so that when a loan is submitted from this TPO company or contact, the custom fields will be automatically copied to the corresponding field in the loan file.

To Map Custom TPO Fields to Loan Fields:

  1. In the Map Custom TPO Fields to Loan Fields (Optional) section, in the Loan Field ID field, enter the ID for the loan field that will be mapped to the custom field. The loan field description populates automatically.
    When loans are received from the TPO, the value in the custom field is imported into the field in the loan file.

     To find a loan field ID, open the loan and move your mouse over a field. The field ID displays.

  2. Click the Save icon.

    To look up or view the field IDs, descriptions, types, and mapping relationships for the configured fields, click the Find (magnifying glass) icon to the right of the Loan Field ID field.

See Also

Custom Fields Tab in Company Details Window