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  • How Team Member Loan Access Works – nCino Mortgage Help
    This article covers how assigning Team Members to loan files works and how the access pulls from Encompass to nCino Mortgage when using the LOS ID as the connection method Note: Only Admins can create Team Member accounts and set up the needed access
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    To assign a user, click the drop-down field User to display a cascade of allowable users for selection Click on the name of the user to be assigned and then click Submit
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    The document provides guidelines for following up with new loan prospects and clients throughout the loan origination process It outlines: 1) Setting up a 3-way call within 15 minutes of being assigned a new prospect to introduce the loan officer and follow up staff
  • Loan Delivery Job Aids: Borrower Information - Fannie Mae
    The purpose of this job aid is to help provide additional information on data fields required in Loan Delivery for delivering borrower co-borrower and other related fields NOTE: This does not include all of the fields available in the Underwriting section on the Loan Details page in Loan Delivery
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  • How to Assign Loans - newrezcorrespondent. com
    Below are the steps on how to assign a loan in Loan Product Advisor 1 After logging in to Loan Product Advisor, the Loan Product Advisor Welcome Page displays 2 First, you need to select the loan to be assigned Enter the appropriate search criteria and click Find Loans to begin the search
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    Value ation log in Encompass Effective communication and notes in the loan will allow for anyone to open the loan and see a full history of what has been happening from app taken
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    • Prepare loan for closing (Ready for CD) once we have our required loan info: Loan is locked, confirmed closing date, HOI, PMI, Appraisal • Finalize loan documentation – clean up eFolder, make sure documents are assigned to conditions and that all required conditions have been met
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