Description:
Based on a company's settings, a loan officer can sign disclosures directly in Encompass.
Steps to resolve:
After a loan officer creates the package, if the loan officer has something to sign, they will be asked if they want to sign it from encompass.
Plugin Setting:
Signing in Encompass:
- Loan officer creates the package.
- Loan officer is asked to sign.
- Wait for the package to complete creation.
- Use Docusign to complete needed signatures.
Solution:
As this process is done outside of nCino Mortgage and controlled by Encompass settings, all questions should be directed internally to a Company's Encompass Admin.