Access to Services and Partners
Before your Encompass users can submit loan data and documents to a partner, your administrator must use the Personas setting to provide personas with access to the Encompass Investor Connect service on the Encompass Pipeline menu and specify the partners that display for each persona when submitting loan packages via Encompass Investor Connect.
Authorized users access Encompass Investor Connect by selecting one or more loans on the Encompass Pipeline, right-clicking the selected loans, and then clicking the Investor ServicesLoan Delivery Services option. Administrators use the Personas setting to control the options available on the Pipeline for each persona.
To Give a Persona Access to Encompass Investor Connect Services and Partners:
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On the menu bar, click Encompass, and then click Settings.
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On the left panel, click Company/User Setup, and then click Personas.
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In the left panel, select a persona.
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In the right panel, click the Pipeline tab.
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In the Pipeline Tasks panel, select the checkbox for one or more Encompass Investor Connect services: Investor Services, Warehouse Lender Services, or Due Diligence Services.
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Click each of the text links for the services you have selected.
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When the pop-up window opens, select one of the three options at the top of the window:
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All – Select this option to select all partners on the list.
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Custom – Use this option to select specific partners. Select the option, and then select or clear checkboxes for partners as needed.
When the Custom option is selected for Investor Services, the Wells Fargo Funding option cannot be cleared. This option controls access to the Deliver Data to Wells Fargo Funding service in the Investor Services category on the Pipeline menu. This service sends loan data directly to the Wells Fargo portal and does not use Encompass Investor Connect.
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None – Select this option to clear all partners on the list. When selected, the service category is no longer visible on the Pipeline menu for the Persona, and the checkbox for the service category is cleared in the Pipeline Tasks section on the Pipeline tab in the Personas setting. For Investor Services, selecting None also clears the Wells Fargo Funding option.
On the Encompass Pipeline, an Encompass user can view all partners to whom they have been given access. However, an error message displays when a user tries to deliver loan packages to a partner if the user has not also been given access to the partner from the Services Password Management setting.
