Settlement Service Providers Setting
View the "Settlement Service Providers List" Quick Reference Guide
View the "Loan Templates" Quick Reference Guide
Use the Settlement Service Providers setting to create predefined lists (templates) of settlement service providers to display in the Settlement Service Provider List form. These templates are available to use as a component of a loan template or can be applied individually from within a loan.
About public and personal templates
To Create a Settlement Service Providers Template:
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On the menu bar, click Encompass, and then click Settings.
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In the left panel, click Loan Templates, and then click Settlement Service Providers.
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On the Settlement Service Providers screen, select the Public or Personal folder in which to add the template.
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Click the New icon, type the name of the template, and then (with the new template selected) click the Edit icon.
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On the Settlement Service Provider Details window, type a Description.
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In the Additional Info field, type any additional disclosure information that you want to print to the output form.
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In the Settlement Service Provider List section, click the New icon.
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In the Settlement Service Provider section, in the Settlement Service Provider Details section:
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To manually enter the contact information, type the service category, company name, company address, and contact information for the provider, and then select or clear the Cannot shop for checkbox to indicate whether the borrower can shop for the service.
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To add a provider from your business contacts, click the Address Book icon, select a provider, and then click Select.
By default, only providers that have been categorized as No Category are displayed in the Business Contacts window. Click Clear to remove this filter and display all of your providers.
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In the Fees section, enter the description and amount for as many as 10 fees for which the service provider might charge.
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Repeat steps 6-9 to add additional providers.
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To remove providers, select one or more providers on the Settlement Service Providers List, and then click the Delete icon.
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To change the display order, select a provider on the Settlement Service Providers List, and then click the Up or Down icon.
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If the data in a template conflicts with a business rule, select the Template data will ignore business rules checkbox to ignore the conflicting business rule and apply the template data to the loan. If the checkbox is not selected, the business rule will take precedence over the template data.
This feature is available only if it has been enabled by your system administrator (Admin Tools>Settings Manager) and applies only to public templates.
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When finished, click Save.