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Encompass Submission Checklist Form

Encompass Submission Checklist Form

Use a Encompass Submission Checklist template to make your document workflow more streamlined.

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Video instructions and help with filling out and completing Encompass Submission Checklist Form

Find a suitable template on the Internet. Read all the field labels carefully. Start filling out the blanks according to the instructions:

Instructions and help about encompass submission checklist

hello all today we're going to show you how to originate a file within encompass and get it ready for disclosures start by going into your pipeline view and clicking on the new loan tab you want to select your type of loan for this example we're gonna select correspondent fixed and a correspondent fix alone double click and that will create your file here we're going to start with the basics of the 1003 for this example we're going to use borrower's name as test tests and I'm just going to go through the pages as you would a standard 1003 form keep in mind as I enter this file that in order to trigger it for an application I need to enter the six pieces for tread that would be the name the address social security number income loan amount and estimated value so I proceeded here for this file I'm only going to enter one borrower there is a no Co applicant tab at the top which I just clicked that's going to eliminate some of the duplicate entry later I'm also going to click here as lende

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