eDisclosure Stacking Templates

Use the eDisclosure Stacking Templates tool to set up the order in which the initial disclosures (i.e., eDisclosures) are organized and sent to the borrower. Here you can control which documents are included in the initial disclosure package, and the order in which they are organized. When a user generates the initial disclosures, they can select the eDisclosure Stacking Template they want to apply to the initial disclosure package.

This setting is available only for companies that are licensed to generate initial disclosures using the Encompass Docs Solution. In addition, the Docs Setup settings are not available “out of the box” with Encompass Broker Edition. However, you can add them to your system as an add-on service. Please contact your Encompass relationship manager for more information, including implementation fees.

The Default Stacking Template - eDisclosures template is provided by default with Encompass. Administrators can rename this template and modify the documents within the template as needed.

To Create an eDisclosure Stacking Template:

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

  2. On the left panel, click Docs Setup, and then click eDisclosure Stacking Templates.

  3. In the Stacking Templates section, click the New icon.

  4. To rename the template, double-click the New Stacking Template entry to make the name editable. You can then enter the new template name.

  5. With the template selected, click the New icon in the Documents section to add documents to the template.

  6. In the New Documents section, select a Source for the documents.

    • The Ellie Mae eDisclosures (Returned) source option lists only the documents that have been returned to the user via Encompass at least once.

    • The Ellie Mae eDisclosures (Default) source option lists all the documents included in the original Default Stacking Template - eDisclosures stacking template shipped with Encompass.

    • The eFolder Documents source option lists all of the documents set up in the Documents setting under eFolder Setup (in Encompass Settings).

  7. To add documents to the template, click to select a document and then drag it to the New Stacking Template section

    • To add multiple documents, select a document, press Ctrl on your keyboard, and then click to select additional documents. Then use one of the methods described in step 7 to add the documents to the template.

    • To change the order in which the documents are organized in the template, click a document, and then click the up arrow or down arrow to move the document up or down in the list.

    • To remove a document from the template, select the document, and then click the Delete icon.

      OR

      Click to select a document and then click the right arrow to add it to the New Stacking Template section.

       The documents are returned to the New Documents section.

  8. To save the template, click OK, and then click the Save icon.

    Documents that are returned when the loan originator generates their eDisclosure package that are not part of the eDisclosure stacking template will be placed at the bottom of the document list, highlighted in yellow.

Work with eDisclosure Stacking Templates