Description:
The user has sent the initial disclosures to the borrower, but no Sent Date is updating in the Disclosure Tracking Tool of Encompass.
Steps to resolve:
This is normally due to the borrower type not being marked as an "Individual" for vesting.
Encompass:
- Check the Disclosure Details. "Borrower Type" should say Individual for at least one of the borrowers.
- This is controlled on the "Manage Borrowers" screen in Encompass by changing the Vesting Type.
Solution:
Please confirm that at least one of the borrowers on the disclosure entry is marked as an individual. You can check this by going to the disclosure entry for the docs sent, looking at the details tab and checking the "Borrower Type" field.