Trustee List
Use the Trustee List to create trustees with whom your company does business. Users can then select a trustee from this list when completing the Closing Vendor Information form.
To Create a Trustee:
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On the menu bar, click Encompass, and then click Settings.
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On the left panel, clickLoan Setup, and then click Trustee List.
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On the Trustee List tool, click the New icon.
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On the Trustee Details window, enter the trustee name, address, and phone number.
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Or click the Address Book icon to populate the information from your business contacts.
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In the Trust Date field, enter or select the date the trustee was incorporated.
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Select the state in which the trust does business, and then select the trust's organization type.
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Click Save.