Loan Officer Support
Attached is a guide for entering credit credentials in nCino.
Thu, 3 Oct, 2024 at 2:41 PM
Attached is a guide for pushing a loan started in Encompass over to nCino.
Wed, 16 Oct, 2024 at 3:53 PM
A view from the Loan Officer's App showing how Partners (realtors) may be added, including their contact info, picture and logo, and adding web links. ...
Thu, 3 Oct, 2024 at 12:56 PM
A view of the Loan Officer's Loan tab from the mobile app and the details they can see concerning a Borrower's loan details, milestones, and request...
Thu, 3 Oct, 2024 at 12:57 PM
The Loan Officer's home screen of the mobile app and how alerts and messages can be viewed and managed
Thu, 3 Oct, 2024 at 12:58 PM
Attached is the guide for utilizing the AccountChek service for Verification of Assets.
Thu, 3 Oct, 2024 at 2:38 PM
Attached is a video for how to request a document for eSign in nCino.
Mon, 14 Oct, 2024 at 4:04 PM
Attached is a full guide for requesting nCino tasks via Encompass. This is for document uploads only. eSign tasks must be requests in nCino.
Thu, 7 Nov, 2024 at 12:30 PM
Attached is a full guide on how to send a document from Encompass to nCino for the borrower to review.
Thu, 7 Nov, 2024 at 12:31 PM
Attached is a guide for pushing incomplete nCino apps to Encompass. This functionality is currently only available to LOs and system admins.
Thu, 14 Nov, 2024 at 2:46 PM