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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

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  • 13-Oct-2022