You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close

How to add additional documents to an existing LoanBeam Application via Encompass

To add missing documents to an existing application in Encompass, use the Order Income Calculation & Verification tab and follow these steps:

  1. Click the Add Documents button to attach the new files. Search on your hard drive and/or Encompass eFolder to attach the files.
  2. Click the Update button.
  3. After clicking the Update button, the order status will revert to “processing” status, and a pop-up confirmation dialog will appear.
  4. When re-processing is complete, the Excel file date and timestamps will update to reflect the current date/time.

REFERENCE: Encompass Integration Guides

  • 1175
  • 13-Oct-2022
  • 397 Views