TPO Global Lender Contacts

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

2. On the left panel, click External Company Setup, and then click TPO Global Lender Contacts.

3. Click on the Add icon .

4. Select a channel/channels if you want the contact to be displayed under that channel/channels contact grouping in the Lender Key Contacts widget for Encompass TPO Connect. For example, if you select Wholesale, the contact will be grouped and displayed in a “Wholesale” section.

If you do not select a Channel, the contact will be displayed in an “All Channels” section.

5. In the Name field, click on the arrow to select a user from the dropdown list or manually enter a name, up to 30 characters.

• If you select a Name, the Phone, Email, and Title/Department fields are automatically populated and cannot be edited.
• If you clear the Name, the Phone, Email, and Title/Department fields are cleared.

6. In this required field, enter or change a Title/Department for the user, up to 30 characters.

In the Encompass 19.1 release, a new User Title field was added to the User Details setting to contain a user's job title or department.

7. In the Phone field, enter the user’s phone number, up to 30 characters, if you manually entered a Name.

• If you selected a Name, this field cannot be edited.
• If you clear the Name, this field is cleared and you can edit it.
• You must enter a Phone, Email, or both.

8. In the Email field, enter the user’s email address, up to 40 characters, if you manually entered a Name.

• If you selected a Name, this field cannot be edited.
• If you clear the Name, this field is cleared and you can edit it.
• You must enter a Phone, Email, or both.

9. Click OK.

• If the Title/Department field is blank, the OK button is grayed out until all validation requirements are satisfied.
• If both the Phone and Email fields are blank, the OK button is grayed out until all validation requirements are satisfied.
• If the Email address format is not valid, the OK button is grayed out until all validation requirements are satisfied.

10. A new contact entry is added to the bottom of the Lender/Investor Contacts grid.

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

2. On the left panel, click External Company Setup, and then click TPO Global Lender Contacts.
3. Select the entry you want to edit, and then click on the Edit icon.
4. Make your changes.

• If you select a Name, the Phone and Email fields are automatically populated and cannot be edited.
• If you clear the Name, the Phone, Email, and Title/Department fields are cleared.
• You must have a Title/Department.
• You must have a Phone, Email, or both.
• When you edit an existing contact, the Title / Department, Phone and Email can be manually edited and saved.

This manual update is saved into the Global Contacts table. However, it is not updated in the existing Encompass User profile.

5. Click OK.

• If the Title/Department field is blank, the OK button is grayed out until all validation requirements are satisfied.
• If both the Phone and Email fields are blank, the OK button is grayed out until all validation requirements are satisfied.
• If the Email address format is not valid, the OK button is grayed out until all validation requirements are satisfied.

1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click External Company Setup, and then click TPO Global Lender Contacts.
3. Select the entry you want to delete, and then click on the Delete icon .
4. A warning message is displayed: “Deleting this contact will permanently remove the entry from the settings. Do you wish to continue?”
5. Click Yes.

The sequence of the TPO Global Lender Contacts list directly affects the sequence of the TPO Company level Lender Contacts list and the subsequent rendering of the Lender Key Contacts widget in Encompass TPO Connect. The TPO Company level Lender Contacts list is ordered by "Primary" Sales Reps followed by other Sales Reps (alphabetical by name), and then the TPO Global Contacts in the order in which they have been sequenced.

The Lender Key Contacts widget in Encompass TPO Connect follows the same order as above, except that the entries are grouped by channel as follows: All Channels (where no channel has been selected), Wholesale, Non-Delegated, and then Delegated. If a specific contact has more than one Channel selected, it is displayed in each selected section.

To Sequence Contacts in the Grid