Description:
The following settings are recommended if a client wants to default to using the nCino portal when requesting eConsent or sending disclosure packages. This will not give the LO the option to choose between Consumer Connect and nCino.
Steps to resolve:
If a client wants the eConsent or Disclosure send method to automatically default to the nCino Mortgage Portal, here are the Settings that need to be enabled/disabled from the General Options Tab in Encompass.