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Getting the LB QI results via the Encompass Integration

Clients will receive an email when the application they have submitted to LoanBeam has been processed and the Qualifying Income (QI) statement is ready for review.

VIDEO WALK THROUGH - Reviewing the Results / Checking the Status in Encompass

STEPS:

To review the results of the LoanBeam income calculation, Encompass users should access the FILE in Encompass  -

Click on the Services tab, Order Additional Services optionand LoanBeam, then SUBMIT too open the integration.

On the Next screen, Click the Check Status/View Result TAB. Then click the Check Status button.

  • The order Record ID, Order Status, and Order Date are displayed in the top window. The order Record ID is the unique LoanBeam number for this order. 

               

On the Check Status/View Result tab

  • You will see a blue hyperlink under "Results File" which are the results in an Excel format.
  • Once you click on the hyperlink, it will prompt you to save the excel.
  • Save it to your desktop
  • Once saved, go to your desktop and retrieve the excel from there

Messages:

  • LoanBeam will communicate any issues with the user via the Messages window. 
  • The user should read the messages, attach any previously missing files, and click the Update button on the Order Income Calculation & Verification tab to process the newly attached files. 
    • Clicking the Update button is not valid when the application is in a processing state.  The user needs to wait for a Completed status to process any additional files.

NOTE:

The Requests section will contain a list of Excel files associate with the selected templates. 

  • If three templates where selected, then three Excel files are generated. 
  • If a template is unselected after an Excel file is generated, that file will continue to persist in the UI.
  • If an order is generated with three Excel files and LoanBeam changes a template name in their system.  Clicking the Update button on the Order Income Calculation & Verification tab will generate an additional Excel file. 
    • In this example, you may see more Excel files than the number of selected templates. 
    • Altering a borrower name after order submission will have a similar affect.  New Excel files will be generated for the new borrow name, thus leaving two sets of Excel documents on the Order Income Calculation & Verification tab.  One set of Excel files will have the first borrower name and the second set will reflect the second updated borrower name.
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  • 20-Nov-2023
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