Loan Processing

Loan Processing

Use CaseDescriptionAPI or
Other ICE MT Reference
Lock a LoanAcquire an exclusive on a loan before
modifying it to prevent conflicting
changes from other users. Then
make your changes, and release the lock.
Loan: Lock
Lock StatusesRetrieve the lock status for only one specific.Get Resource Locks
Create and update loans with common characteristicsEncompass allows users to create publicly
or privately available loan templates to
facilitate the creation of loans that have common characteristics or data
Create Loan
and
Update Loan
Reconcile PaydownReconciling loan payoffs/paydowns.- Loan Management
- Verification Input Forms
- Verification of Other Liabilities
- eFolder Documents
- eFolder Attachments
Identify ProgramIdentifying loan program.Loan Management
File ReviewedReviewing files.Loan Management
Fund LoanFunding loans.- Loan Management
- eFolder Documents
- eFolder Attachments
Warehouse Adv CreatedManaging warehouse details.Loan Management

Disclosure Tracking

Use CaseDescriptionAPI or
Other ICE MT Reference
Consumer DecisionRetrieve and manage log tracking
entries for the 2015 Loan Estimate,
Closing Disclosure, Settlement Service
Provider, and Safe Harbor disclosures.
Disclosure Tracking (2015)

Enhanced Conditions

Use CaseAPI or
Other ICE MT Reference
Assign ConditionsEnhanced Conditions

Also see following links for Document Request Automation Map Enhanced Conditions from Services:

- Encompass Help for Enhanced Conditions
- Automated Underwriting Systems (AUS)
- Encompass Help for AUS
- Income Analyzer
- Credit Analyzer
Clear ConditionsEnhanced Conditions

Also see Investor Connect
Review ConditionsEnhanced Conditions

Also see Investor Connect

Milestones

Use CaseDescriptionAPI or
Other ICE MT Reference
Assign FileAssigning a loan associate to a milestone based on the specified milestone or milestone-free ID and log ID.Milestones