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Loan Information Configuration

🚧 Page Under Construction 🚧

We are still working on fully documenting this feature. While some documentation may still be listed below it may be incomplete, erroneous, and subject to change.Under construction imageUnder construction image

Features​

Setup​

  1. In Encompass
  2. Click on the Settings Menu
  3. Expand the Community Menu
  4. Click on PluginManagement

Community Plugin Menu

  1. Select LoanInformation from the plugin dropdown list

  2. Provide either All Access or more fine grained access by persona or individual user accounts.

  3. The above configures access to the Side Menu itself. The sub-tools that are contained within the Side Menu have separate configuration steps. See each sub-tool configuration for more details on setup.

Usage​

  1. In Encompass

  2. Open a loan file

  3. On the right side of Encompass, if the user has been given access to the Side Menu in the Community Plugin settings, they can click on the Open Menu button to expand the Side Menu

  4. Once the Side Menu has been expanded, the user, if provided access should see the Loan Information tool: