Generate Opening Doc Set

Generates an Opening doc set for the package (Initial Disclosures).

Usage Notes

  • The borrower pair must be identified during the audit step.
  • The recipient list must be for the selected pair.
  • Individual doc set orders must be generated for each borrower pair in the loan file.



Mavent Audit is included if the Encompass admin has enabled the following eDisclosure Packages setting: Include Compliance Report with Data Audit