Description:
There are 3 different ways files can be sent from Encompass to nCino Mortgage.
Steps to resolve:
- Send individual documents for borrowers to review and sign. The 'Request' function is much like the One-off eSign document function in nCino Mortgage.
- Normal disclosures/Loan Estimates are sent from the eFolder >> eDisclosures function.
- 'Send Files' creates a view-only task for each individual document attached in a send event.
Request:
- Files sent via the request button will show in the eFolder by default, like so:
- To create a tracking event like those sent via the eDisclosures function (see second image), an Encompass Admin will need to activate/add details for the following settings in the Plugin:
eDisclosure:
- Based on settings an Admin establishes in the Plugin, Disclosure Packages can also be added to the eFolder (upon sending). A tracking event will also be created here in Tools >> Disclosure Tracking, which will show the dates on which those were sent, received, etc.
- Clicking on one of the packages in the lines within the Disclosure History provides additional tracking details/history:
Send:
- Similar to the 'Request' functionality, to create a tracking event like those sent via the eDisclosures function, an Encompass Admin will need to activate/add details for the following settings in the Plugin:
screenshot of the entry that is created after adding that entry, and using the 'Send Files' button