Description:
When sending the disclosure packages through nCino Mortgage in Encompass, the sent packages are not being added to the folder as an Image with thumbnails.
This would then require someone to go in the file and generate the document that is showing a paper clip icon in the LOS, before viewing the actual document.
Steps to resolve:
To resolve this, an Encompass admin will need to validate the nCino Mortgage Plugin settings. Verify that the Add as Image boxes are checked in the Plugin settings under Company Settings > Portal Settings > eFolder Settings.
Solution:
Once an Encompass Admin has updated the plugin settings to include the Add as Image option, this will add the sent disclosures into the eFolder as an image with thumbnails, preventing the conversion process from being required.
Additional resources:
Published: 04/22/2025 Last Update: 04/22/2025