TPO Reassignment

Watch the "TPO Management Settings in Encompass" Tutorial

Use the TPO Reassignment tool to view TPO companies and contacts assigned to a TPO sales rep and reassign the company/contact to another sales rep. For example, if a TPO sales rep is no longer with your company, use this feature to reassign the TPO organizations and contacts the TPO sales rep was managing to a different TPO sales rep.

To Reassign the TPO Company/Contact Assigned to a Sales Rep to Another Sales Rep:

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

  2. On the left panel, click External Company Setup, and then click TPO Reassignment.

  3. Click the lookup icon (magnifying glass).

  4. In the Sales Rep window, select the sales rep whose companies and contacts need to be reassigned, and then click OK.

  5. In the TPO Organizations and Contacts column, select the TPO company and/or TPO contact that needs to be reassigned.

    • Press Ctrl or Shift on your keyboard and simultaneously click a row in the first column to select multiple TPO companies and contacts.

  6. In the Reassign to a Sales Rep column, select the new sales rep, and then click Reassign.

  7. Click Yes to reassign all the TPO companies and contacts to this sales rep.

  8. Click Yes to reassign all the TPO loans associated with the TPO companies and branches to this sales rep.

  9. In the success confirmation message window, click OK.