Encompass Investor Connect Initial Release

To Configure the Services Password Management Setting:

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

2. On the left panel, click Company/User Setup, and then click Services Password Management.

3. Click the New icon.

4. On the Accounts Details window, select Investors from the Service Category dropdown list.

   

5. Select your investor name from the Provider Name dropdown list. Based on your selection, additional fields will display below the Description field.

6. Enter a Description for the service.

7. Enter your User ID/User Name, and Password, and complete any additional fields on the window using the information your investor provided during the investor account set-up process.

8. Click the Magnifying Glass icon next to the Selected Users field.

9. When the Select Users window displays, at the top of the Search By panel, select a search category (Persona, User Group, or Organization) from the dropdown list, and then select your search options in the list in the Search by panel.

   

10. In the Enabled Users panel, select the users who are authorized to deliver loan data and documents to the investor, and then click the right arrow to move them to the Selected Users panel.

11. Repeat steps 9 and 10 until all users have been selected, and then click Select.

12. On the Accounts Details window, click Save.

To Give a Persona Access to Encompass Investor Connect:

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

2. On the left panel, click Company/User Setup, and then click Personas.

3. In the left panel, select a persona.

4. In the right panel, click the Pipeline tab.

5. In the Pipeline Tasks panel, verify that the Investor Services option is selected.

   

   An Encompass user who has been given access to the Investor Services feature will be able to view all available investors from the Encompass Pipeline. However, an error message will display when a user tries to deliver Encompass Investor Connect packages to an investor if the user has not also been given access to the investor from the Services Password Management setting.

   

To Give a Persona Access to the Document Stacking Order Setting:

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

2. On the left panel, click Company/User Setup, and then click Personas.

3. In the Create a persona section, select a Persona.

4. In the 2. Define access for the persona panel, click the Settings tab.

   

5. In the Company Settings section, select the Document Stacking Templates checkbox (under eFolder Setup).

To Create Document Stacking Templates for Use with Your Investors:

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

2. On the left panel, click eFolder Setup, and then click Document Stacking Templates.

3. In the Stacking Templates section, click the New icon, double-click the new template, and then type a name for the document stacking order template.

4. With the new stacking order selected, click the New icon in the documents section.

   

5. On the Update Document Stacking Template window, type a Description.

6. In the New Documents list, select a category from the Source dropdown list to display only documents in the selected category:

   

   • eDisclosures (Returned) - eDisclosure documents generated by the Encompass Docs Solution document generation engine and returned by the borrower.

   • eDisclosures (Default) - Default eDisclosure documents generated by the Encompass Docs Solution document generation engine.

   • Closing docs (Returned) - Closing documents generated by the Encompass Docs Solution document generation engine and returned by the borrower.

   • Closing docs (Default) - Default closing documents generated by the Encompass Docs Solution document generation engine.

   • eFolder docs - All documents currently available in the eFolder that are not generated by the Encompass Docs solution document generation engine. For example, non-Encompass files sent by the borrower or service provider, or copies of Encompass output forms that have been attached to the eFolder.

   The first four selections are generated by the Encompass Docs Solution document generation engine and can include individual documents or sets of documents. Sets are clearly marked in the document list with the word set preceding the entry name. Entries for individual documents are slightly off set to the right on the list.

7. Select a document in the New Documents list, drag it to the New Stacking Order Template list in the left panel, and then drop it in the location where you want it to display in the stacking order.

   • Or, select a document, click the rightArrow icon to move the document to the New Stacking Order Template list, and then use the Up or Down arrow to reposition the document in the stacking order.

     

8. To remove a document from the set, select a document in the New Stacking Order Template list, and then click the Delete icon.

9. In the New Stacking Order Template list, select a checkbox in the Required column to indicate that an attachment is required for the document when it is sent to a borrower, lender, or partner.

10. Select the Display only the documents included in the stacking order checkbox to create a filtered stacking order, which displays only the documents in the stacking order when the stacking order is applied.

    • Or clear the checkbox to display eFolder documents that are not in the stacking order. These documents display in alphabetical order at the bottom of the list below the documents in the stacking order.

      

11. Select the Auto-select all documents in the stacking order for Print and Save checkbox to print or save all of the documents in the stacking order, even if the user clears a checkbox.

    • Or clear the checkbox to enable the user to select or clear the checkboxes for documents in the stacking order template to print or save individually.

12. Click OK.

To Add a Document

1. Select one or more checkboxes to add documents to the submission package.

2. When finished, click the Add Documents button to add the selected documents and return to the Review Documents window.

Batch Loan Submissions

For batch loan submissions, the Review Documents window displays a list of documents in the submission package. This includes all documents being submitted for all the loans included in the submission package.

The Name column lists the name of the document as listed in the stacking order template. The Required column indicates whether the document is required for the submission package. Click the header above the Name or Required column to sort the table in ascending or descending order based on the contents of the column. For batch loan submissions the only way to add or exclude specific document files in the submission package is to apply a different stacking order template or update the stacking template that is being used for the submission package.

To Update a Template:

1. Select a template from the Stacking Order dropdown list, and then click the Update Template button.

   

2. A confirmation message states that edits will be saved to the master document stacking template (in the Document Stacking Templates setting) and asks if you want to proceed. If additional eFolder documents have already been added to the package, the message states that those documents will be removed from the package if they are not in the updated stacking template.

   

   Click Yes to proceed. Click Cancel to return to the Review Documents window without updating the template or deleting the documents.

3. Edit the template Description as needed.

   

4. To add a document to the stacking list, in the left panel, select a Source from the dropdown list and then select one or more documents.

5. Click the Right Arrow icon to move the documents to the right panel.

6. To remove a document, select the document in the right panel and then click the Delete icon.

   To select all the documents in the left or right panel, select the radio button above the left column in the appropriate panel.

7. To reposition documents in the stacking order, select documents in the right panel and use the Up and Down arrows to reposition them.

8. To indicate whether documents are required for the stacking template, select or clear the Required checkboxes.

9. Select the checkboxes at the bottom of the window to display only the documents in the stacking template when you apply the template or to automatically select all the documents in the stacking template when printing or saving the files.

To Provide Access to the Update Template Button

• The Update Template button is not visible to personas who do not have permission to access the Document Stacking Templates setting. Administrators control access to the Document Stacking Templates setting via the Personas setting.