General
Login Error - AccessToken is Null or Empty in TokenOnlyFlow
When attempting to login to Encompass- the user is receiving the following error The following steps will need to be performed in order to correct the error The following steps include the modification, addition, or deletion of registry keys and ...
Adobe Acrobat DC latest Nov 2020 (20.013.20064) update caused Encompass to Crash
Issue: With the Adobe Acrobat DC latest Nov 2020 (20.013.20064) update, many users are experiencing Encompass crashing while performing different eFolder actions. Steps to Reproduce: Print or Preview any Standard Document in Encompass Print ...
How To: Combine Applications in Encompass
To Combine two loans into one application · Click the Manage Borrower Tool Add a borrower pair using the icon at the top of the box that opens · Making the following dropdown selections in the Import Screen · You Pipeline will open in a separate ...
SECMAN64.DLL ERROR
secman64.dll specified module could not be found Pasted from Ellie Mae's knowledge base, article number 000011391. ---- You will need to re-register the secman.dll and secman64.dll files to clear this message: Open an elevated command prompt ...
How to unmerge a borrower pair
1. Click on the Borrower Management tool icon from the top left. 2. The next window opens up. Select Move by co-borrower. 3. Choose the new postion for co-borrower. Select (2) and move. A window will pop-up asking you to confirm. Select yes. ...
Error when reviewing documents in Encompass
User's receiving the following Error The error is a result of a Microsoft Windows update that removes a critical connection. To Resolve: Open the Windows Features application This can be found in the Control Panel When the box opens expand the .NET ...
Consumer Connect June 20, 2020 Features Announcement
Borrower Portal Simplified Account Creation Process for Borrower and Loan Connect Users Several changes have been made to the account creation process for borrowers and Loan Connect users. The following changes were made to streamline and simplify ...
DU Error Tot. exp. ratio < Hsng. exp. ratio
This error indicates that the total expense ratio is less than the housing expense ratio. This can be fixed by checking the Schedule of REO for the primary residence and making sure it is marked correctly Specifically the Property status is marked H ...
VA Cash-Out Refinance (non-IRRRL) loans with existing lien(s)
VA Cash-Out Refinance (non-IRRRL) loans with existing lien(s) VA Cash-Out Refinance (non-IRRRL) loans submitted to the System with an Application Date on or after February 15, 2019, will receive Mavent Message(2290020) ERROR when running the VA ...
LP Error - Merged credit order error reference number not on file
When you receive the error merged credit order error reference number not on file, this indicates you do not have the correct Ref Number or the Correct Credit Company listed in the drop down in LPA. The correct display should be like this
How to Properly Show a Subordinate Lien
In order to properly show a subordinated lien in encompass and have it pull correctly to the pricing engine several fields must be marked accurately. Borrowers Summary of Origination: Subordinate Financing Button In the below illustration you will ...
Finding a Field in Encompass
Finding a field When Data is Missing can be accomplished by checking the Show All/ Show in Alpha Order boxes at the bottom of the Forms Tab Use CNTRL G and it will open a box that you can type in the field ID you are looking for - Click Find
All Parties have Signed and there is nothing to retrieve
When the disclosure tracking screen shows that all parties have completed their disclosures they should appear as ready to retrieve in the Efolder after clicking the Retrieve button. If nothing appears it can mean that someone possibly tried to ...
Import Credit Report to Encompass File
Solution Details: This solution can be used to Import a credit report from an Encompass File to another. Examples of situations that required the Import of the credit report to the Encompass File. The import of the credit report might be needed after ...
Starting a Reverse Mortgage in Encompass
REVERSE Mortgages When inputting a reverse mortgage into Encompass you will complete the following Make sure your loan template set selected is Brokered so that your milestones look like this Complete the Following Information Borrower Summary of ...
FHA MIP Refund Location
The FHA MIP Refund can be added to the FHA Management Form - Prequalification Tab as shown below
Where can I change templates in an existing loan file?
Changing the Loan Template Set Go to the loan tab at the top of the screen Select apply loan template set Choose the template you want to select and click select
Requesting Disclosures
Please see the attachment for instructions
TBD submissions- Adding the Credit Preapproval milestones
Adding the TBD Milestone Template for Credit Preapprovals requires 3 things to be done prior to adding the milestone template 1. The loan must be a purchase 2. The property address must be TBD 3. The Preapproval requested dropdown in the Required ...
Waiving Escrow
Waiving Escrows Step 1: Go to the GFI - Loan Snapshot form and select Escrows Waived Step 2: Go to the 2015 Itemization, in the 1000 section click the aggregate setup button. When the box opens click the button labeled Clear All Impound Settings ...
Revocation Server Error When trying to run Credit
1.Open Internet Explorer. 2.In the Tools menu select Internet Options. 3.Pick the Advanced tab and then scroll down to the Security section as pictured below. 4.Then turn off or uncheck Check for server certificate revocation, highlighted below. ...
Resending the verification link for a borrowers esign account
Go to the Consumer Connect Admin Dashboard from the Encompass Home page Once the portal opens up make sure you click on the borrower lookup tab on the left At the top of the screen make sure the Company listed is the one you work for EX. Geneva ...
Updating the HOA Cert Fee and HOA Master Ins Fee on Condos
On the 2015 Itemization go to the 800's section and in the drop downs select HOA Cert Fee and HOA Master Insurance Cert Fee This will provide you with the fee descriptions so you can add the fee amounts to the corresponding fields
Appraisal Logging Issue FHA Connection
Someone put same appraisal information for 1st and 2nd appraisal – not sure why or how that happened other then they didn’t follow the direction Went to case processing – appraisal logging then to the bottom – click on Second appraisal Button pops ...
Flood Insurance Escrow Requirement Fail - Mavent
Flood Insurance Escrow Requirement Fail - Mavent Mavent error - A national bank or Federal savings association is required to escrow all premiums and fees for any flood insurance required for any designated loan secured by residential improved real ...
Flood Zone indicator location
Flood Zone Indicator information can be found on the Property Information Form under the Forms Tab You will need to make sure you select the show all and in alpha order check boxes
USDA - New Instructional and New Additional Information Form
Good Morning Team, We have added the following new custom form in Encompass to be used for all USDA loans to assist loan officers with input and structuring. We have worked with Underwriting and integrated the additional forms they were requiring ...
Announcement! Closing Cost Template Change
The NEW RETAIL CLOSING COST TEMPLATE Starting today you will be seeing a change to our loan template sets. We have updated our closing cost template to reflect the following changes. The 1495.00 has been itemized between Processing and ...
Structuring a Loan as HomeReady
Structuring a Loan as HomeReady is done as follows The loan program should be listed as: GFI Conv Fxd Rate The designation for HomeReady is made on the Fannie Mae Streamline 1003 form. Scroll down to the Community Lending section and complete as ...
Setting Up Florida Conventional DPA (Fannie Mae)
First Make sure you have your loan program selected to the correct product in the loan shown it is the Fannie Mae product The Ehousing DPA closing clost template will populate the itemized fees for this product but will still require an adjustment to ...
Fields Required in Order to run LP
The following fields can be found on the Freddie Mac Additional Data Form in Encompass and must be completed prior to running LP Each of these drop down fields are vital information needed. If they are not completed the user will see errors for ...
VA IRRRL loan type not pushing to OB
When you need to push any streamline type loan to OB for pricing you must first go to the Fannie Mae Streamline 1003 Form in Encompass and make sure the refinance section dropdowns are completed. VA IRRRL FHA Streamline Once you have completed this ...
Removing a Borrower or Co-borrower from your Loan
When removing a borrower or co-borrower from your loan you will utilize the Borrower Management Tool located at the top left of the screen The box that opens will contain a list of all borrowers and co-borrowers associated with your loan Inside this ...
Pushing a New Application for saved on https://genevafinancial.mymortgage-online.com to Encompass
You will pull these by going to the consumer connect dashboard. 1. Step 1 go to the encompass home page 2. Click on the Consumer Connect Dashboard 3. Click on the incomplete apps tab 4. Any loans not submitted will appear in the list below 5. Find ...
Completing the Intent to Proceed
To complete the intent to proceed in Encompass. Open the Disclosure Tracking Screen Double Click on the initial disclosure package On the Details Screen that opens make sure you have an actual received date populated Click the Intent to Proceed box ...
Service did not download into Efolder
When a service requested document does not download into the E-folder, open the older highlight the empy folder the service created and click retrieve. This will download the item into the folder.
Not able to see or sign disclosures
Good Morning, This is happening because the link you provided the borrower were for a loan under GFI instead of FBL which is the loan officers DBA company. Instead the borrower will need to do the following to access the FBL login screen 1. Have ...
How to remove MI Quote when switching programs to USDA
When a loan program is changed from Conventional to USDA it requires you to remove the MI calculations prior to making the change since the USDA MI calculator is a different screen 1. Go to the borrower summary of origination and change the Loan Type ...
Credit Report Missing from the Credit Report Folder
If a service document is missing - simply open the efolder and highlight the missing document. Click Retrieve This will start the download into the folder
Unable to Disclose Loan - Finishing the Application Milestone
In order to complete the application started milestone, all required tasks, documents, and fields must be completed. If all the tasks and fields are completed start looking at the required documents First check each document that has a Paper-Clip ...
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