Description:
This article walks through the process of requesting disclosures through a DocMagic Integration from within the Encompass LOS.
Steps to resolve:
Users with the proper access within Encompass should be able to follow this process. If you believe that you should be able to complete this process and cannot, reach out to an internal admin for assistance with Encompass access.
Encompass:
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Open Loan
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Open the ‘Services’ tab and select ‘Order Doc Preparation’
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Select DocMagic in the list of Providers and click ‘Submit’
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Enter DocMagic credentials and click ‘Log In’
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Select Loan Program and click ‘Next’
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Review audit, fix any issues, and click ‘Next’. The user can still proceed with sending disclosures if they have yellow warnings like in the screenshot below.
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Select package type and click ‘eDelivery’
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Select ‘Send through nCino Mortgage’ and click ‘Send’ at the bottom of this window. ‘Send through nCino Mortgage’ may be checked by default.
Solution:
The disclosure will then be sent on the loan file as normal. The borrower can access the task from their portal and complete it there. This article is meant to assist; however if issues arise within Encompass or DocMagic those support services and Admins should be contacted.