Affiliated Business Arrangement Templates

To Create an Affiliated Business Arrangement Template:

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

2. In the left panel, click Loan Templates, and then click Affiliated Business Arrangement Templates.

3. On the Affiliated Business Arrangements screen, select the Public Affiliates or Personal Affiliatesfolder in which to add the template.

4. Click the New icon, type the name of the template, and then (with the new template selected) click the Edit icon.

5. In the Description field, enter a description for the template.

6. In the Affiliated Business Arrangements section, click the New icon to add a business affiliate to the template.

7. In the Affiliate section, enter business affiliate details.

   • Click the Address Book icon to select a lender from your Business Contacts.

8. Repeat steps 6-7 to add additional business affiliates to the template.

9. To manage the list order of the affiliates in the Affiliated Business Arrangements section, select an affiliate and then click the up or down arrow to move the affiliate up or down in the list.

    The order of the affiliates within the list determines the sequence of the printed disclosures (the first affiliate’s disclosure is printed first, and so on).

10. If the data in the 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.

11. When finished, click Save.