Overview
Managing document requests for Co-Mortgagors is made simple with our Co-Mortgagors functionality.
Read about Co-Mortgagors in full here: Encompass Co-Mortgagors
How to use:
To add or view a document request to a loan flow, click into the loan flow from the pipeline view:
At the top, select one or all borrower pairs from the dropdown menu:
When looking at all borrowers, you will choose which borrower set to request the document from when clicking the Add New Doc button.
Alternately, you can select the borrower pair that the document needs to be requested for:
The documents for the selected co-mortgagor will be displayed. Document action buttons, including the Add New Doc button are displayed when a specific borrower pair is selected. Use the Add New Doc to add a document as normal:
When borrowers log in, they will not be able to see any document requests from other co-mortgagor pairs, simply their own.
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