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Loan Reassignment

🚧 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

Loan Reassignment

Features​

Need to re-assign some loans? It happens. With the Loan Reassignment tool from the Community Plugin you can do exactly that, right from the pipeline 💥

Setup​

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

Community Plugin Menu

  1. Select Reassign as the plugin
  2. Enable All Access or configure more fine tuned access using either Personas or Users

Usage​

  1. In Encompass from the pipeline view with a user that has been given access from the setup above, right click on a loan that is currently assigned to a role and select Loan Reassignment from the list:

Reassignment Configuration

  1. A reassignment window will popup like the following:

Reassignment Popup

Clarification Needed Zach I tried re-assigning myself as the Processor for a loan while I don't have the Processor persona and it didn't stop me but it definitely didn't work. It also appears to let me re-assign to roles that aren't actually tied to the loan either to a milestone or milestone-free role. For example, I have the Disclosures persona and tried re-assigning myself to the Disclosures role for a loan and it didn't have any issues. However, we do not have the Disclosures role tied to the loan in any way. Additionally, even when I do have the persona and I am re-assigning to a role that is connected to the loan it still does not seem to work. For example, I've got the processor persona. I tried re-assigning myself as the Jr. Processor (milestone free role) which should include user that have Processor & Jr. Processor personas. Upon using the re-assignment tool, the original person is still assigned as the Jr. Processor for the loan.