Connect a Loan Flow to a New Encompass Loan File Number


The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.


If you need to connect your Floify loan flow to a new Encompass loan file number, this can be done easily from your loan pipeline. Please note that your company may have some time restrictions on when you will be able to connect a new Encompass loan file number to an existing Floify loan flow.


How to Edit 

Select the edit loan flow button (pencil/paper icon) towards the right of the borrower's name in your loan pipeline:






Scroll down to the Encompass section. You will be able to search using the appropriate Encompass loan file number or the primary borrower's name (based on your company settings). Enter the information and select Search Encompass:






Select the correct file number and then the correct borrower pair from the dropdown (if applicable). This will correspond with the name on the loan flow. Select Connect and Import Data to confirm the change:






Scroll down to the bottom of the page and select Save to confirm your changes:






Success! The loan flow should now be successfully linked to the new Encompass loan file number.

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