Encompass - Importing/Exporting Fannie Mae 3.2 file. Encompass - Importing/Exporting Fannie Mae 3.2 file. Written by Trevor Livingston Updated over a week ago Step 1: Open the Service tab and select 'Access Lenders' Step 2: Select 'Export file to other partners' and click Continue. Mar 12, 2014 Clean encompass 360 mac Disk Cleanup. The a lot more you employ your computer the extra it accumulates junk files. This comes from surfing, downloading packages, and any sort of usual computer system use. When you don’t clean the junk out occasionally and keep your program clean, it could turn into clogged and respond slowly. That is when you. 3M™ 360 Encompass™ System. Why have more than 1,600 healthcare organizations across the country selected the 3M 360 Encompass System to unite.
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Installation of Encompass360 into your system can have disruptive effects on the way your organization works. To minimize the impact and continue to operate without major hazards in the work culture, Take Five Consulting carefully considers system settings such as business rules, user groups, file flow, templates, folders, personas and organizational hierarchy before moving to the new encompass system. To create an easy transition from the old system, professionals at TakeFive Consulting who have long year’s mortgage industry exposure, utilizes custom build outs. These build outs are modeled only after gaining a complete understanding of the organization’s business requirements and preferences in its operations.
One of the major constraints in transitioning from an existing mortgage origination platform to a new one is the changes in the workflow. To optimize the transition, Take Five Consulting offers support with Encompass360 consulting, Encompass360 administration and Encompass360 training.
For each organization, the system implementation to a level where the disruption is minimal can be different. Some may easily fit into the way Encompass360 operates, while others need customization, changes in settings, controls, permissions and more.
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Our Encompass360 setup process flow can be;
Implementation and testing
Optimization
Customization
Workflow management
Integration with Existing system
Take Five’s implementation model can provide clients with a better, efficient system that integrates the existing, successful working methods with new practices that can take the business to the next level.
Here’s an Encompass360 Setup guide with Installation and Login Instructions.
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Step 1: Open the Service tab and select 'Access Lenders'
Step 2: Select 'Export file to other partners' and click Continue
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Step 3: Go to 'Export Purpose' and select 'Other' from the drop-down and click Continue
Step 4: From the Pipeline View select 'Pipeline' and then select 'Import' from the drop-down
Step 5: Select 'Fannie Mae 3x' and click Continue
Step 6: - On the left hand side, double click the “C:”
- Then double click the “Users” folder that appears
- Next double click on your user profile
- You will then select the specific folder the file is saved in
- Select the document (on the right hand side)
- Select the 'Prospects' folder for the Loan Folder and Apply a Loan Template
- Click 'Import' to complete