Syncing Liabilities to Encompass

Overview

If an Encompass integration is enabled, the option is available to sync liabilities with Encompass, either automatically (whenever a change is made) or manually (via the 'Sync to Encompass' option).

How to Use

In your active loan pipeline, find your borrower and select the red, yellow, or green icons on the left hand side to enter the loan flow:

Locate the loan application listed as Loan Application (1003). It will be in any of the three document tabs: Docs Owed, Docs Pending Review, Docs Accepted:

Select the action icon on the right side Edit loan application to edit the application:

Navigate to the Liabilities section on the left hand side.

The toggle bar at the top Automatically send any changes to liabilities to Encompass will allow you to turn this on or off:

If you prefer to manually push through the liabilities, the option Sync to Encompass underneath the name of the liability can be used to do so:

When the most recent version of a liability has been synced to Encompass, it displays the status Synced to Encompass under the liability:

When the auto sync has been enabled, it displays the sync status:

When any changes are made to the liabilities section, it will display a 'syncing' status: