Work with a User's LO Compensation Plans
This help topic discusses the tools available on the User Details window to work with LO compensation plans that have been assigned to a particular user. To work with all LO Compensation plans in the LO Compensation setting in Encompass Settings, refer to the Working with LO Compensation Plans help topic.
View LO Compensation Plan Details
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In the Organization/Users setting, open the user's User Details window, select the
compensation plan from the list, and then click the Lookup (magnifying glass) icon.
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Click OK.
Delete an LO Compensation Plan
You cannot delete an active plan that is currently assigned to the loan officer or organization.
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Open the user's User Details window, select the
compensation plan from the list, and then click the Delete icon.
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Click Yes
to proceed with the deletion.
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Click Save to save the changes on the User Details window or click OK to save the changes on the Organization Details window.
Export LO Compensation Plan Data to Excel
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Click the Excel icon to export the compensation plan data to an Excel spreadsheet that you can save and refer to for audit purposes. The plan details (% Amount, $ Amount, Minimum $, Maximum $ amounts, Trigger Basis field, etc.) for each plan listed in the table are exported to the spreadsheet.
See Also
LO Compensation Settings
Assigning an LO Compensation Plan to a Loan Officer
Assigning an LO Compensation Plan to a Lender or Broker
LO Compensation Tool