Update User

The Update User page contains information about and settings for each user within your company. Each user can be assigned to only one office at a time. Offices are used to group selected users into a single category for organizational purposes. An office can be an actual branch office of your company or simply a group within your company that will share the same profit margin characteristics.

ClosedCreating Users

  1. Log into EPPS as a Client Admin.
  2. Click the Admin tab, and then the Company tab.
  1. Locate the office under which you want to add the user, and then click the edit link.
  1. On the Update Office page, click the Manage this Office’s users link at the bottom of the page.
  1. Click the Click here to enter a new user link at the top of the page.
  1. Select the Disabled check box to disable the user account.
  2. Select the Deleted check box to delete a user.
  3. Enter the basic user information.
  4. In the Comp. Profit Margin (show History) section:
  1. Select an option to apply the profit margin to only creditor-paid scenarios or to both creditor-paid and borrower-paid scenarios.

Note: By default, the Encompass Product and Pricing Service (EPPS) omits LO comp when a user selects the borrower compensation option when searching for rates. Typically, the LO comp is included in the origination fee. To ensure that loan officers automatically charge the borrowers a fee sufficient to cover LO comp, select the Apply to both creditor- and borrower-paid scenarios option to incorporate the fee into the loan price. This setting does not apply to wholesale products that are brokered by the originator.

  1. In the right column, select the check boxes to set the rights described below:

In addition, if both views are enabled, a default view can be selected.

Note: For information on manager rights, see the Manager Rights help topic.

  1. When finished, click Save.

ClosedEditing Users

  1. Log into EPPS as a Client Admin.
  2. Click the Admin tab, and then the Company tab.
  1. Locate the office under which you want to edit the user, and then click the edit link.
  1. On the Update Office page, click the Manage this Office’s users link at the bottom of the page.
  1. When the list of users displays, click Edit in the Action column. next to the user you want to edit.

Note: Click Login in the Action column to log in as the user.

  1. Make your changes, and then click Save.

ClosedDeleting Users

  1. Log into EPPS as a Client Admin.
  2. Click the Admin tab, and then the Company tab.
  1. Locate the office under which you want to delete the user, and then click the edit link.
  1. On the Update Office page, click the Manage this Office’s users link at the bottom of the page.
  1. When the list of users displays, click Delete in the Action column. next to the user you want to delete.
  2. When prompted, click OK.