Loan Duplication Templates

Loan Duplication Templates

Use the Loan Duplication setting to create templates that control the field data that is copied from an existing loan when a duplicate loan is created.

Accessibility to the templates is configured for each persona on the Pipeline tab in the Personas setting.

To Create a Loan Duplication Template:

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left panel, click  Loan Setup, and then click Loan Duplication.

  3. On the Loan Duplicate Template list, click the New icon, and type a name for the template.

  4. Select the template and click the Edit icon.

    • Or double-click the template.

  5. Type a Description for the template. The description displays on the Loan Duplicate Template template list.

  6. Select the check boxes to select the borrower, co-borrower, and address fields that will be copied to the duplicate loan.

    The fields in each section are preconfigured. All the fields in the selected sections will be copied into the duplicate loan.

  7. If you select a check box for a property section, use the drop-down list to select the address fields on the duplicate loan where the selected address fields will be copied.

  8. To select additional fields to copy, click the New icon in the Additional Fields section.

  9. Type the field IDs for the fields you want to add.

    • To add more than 10 fields, enter the first 10 fields, click Add More, and then enter additional fields.

  10. When finished, click Add.

  11. When finished configuring your field selection, click Save.

  Published  May 27, 2020

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