Investor Templates
This feature is not available in Encompass Broker Edition.
Use the Investor Templates tool to create investor information that users can apply to fields on Loan Trades screens as well as the Secondary Lock, Secondary Registration, and Shipping Details tools.
To Create an Investor Template:
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On the menu bar, click Encompass, and then click Settings.
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On the left panel, clickSecondary Setup, and then click Investor Templates.
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On the Investor Templates window, click the New icon.
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On the Create/Edit Investor Template window, enter the Investor Name, complete information on each tab, and then enter information in the Loan Trade Management and HMDA Information sections at the bottom of the window (refer to the detailed instructions below).
The information on each tab (Secondary, Ship To, Customer Service, and Trailing Docs) can be saved as separate entries in the Business Contacts tool under the Investor category. The information is then available to apply as needed (such as on the Shipping Detail form).
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When finished, click Save.