Description:
nCino does not natively sync all File Contacts over to the portal. Only a list of out of the box Encompass contacts are synced over from Encompass, meaning that any custom roles that have been created in the LOS would not be expected to sync over to our portal.
Steps to resolve:
Here is a full list of the native file contacts that we would expect to sync with our system through both the API and Plugin:
appraiser
escrow agent
title agent
buyer attorney
seller attorney
notary agent
builder agent
hazard agent
mortgage insurance agent
flood agent
credit agent
financial agent
buyer agent
seller agent
settlement agent
buyer agent - CD Page 5
seller agent - CD Page 5
settlement agent - CD Page 5
We also sync LO/Team Members based on the email address that is tied to the milestone on the loan file. We grab the associated email listed on each milestone and then assign the team member and access from there. This means that any member that is outside of a milestone given role, or if they are not part of the out of the box Encompass list of File Contacts that we pull over mentioned above will not sync over to our portal.
Published: 05/27/2026 Last Update: 05/27/2026