Your POS pipeline shows the files you are attached to. If a colleague's loan is not there, nothing is broken — you have not been attached to it yet. There are three routes, and which one you want depends on whether this is a single file or a standing arrangement.
One file, right now
Open the loan in Encompass and click through to Tasks or People on the BPOS Dashboard. Doing that attaches the file to your POS pipeline. This is also the step that creates a POS account for someone who has never used the system — a new LOA or processor has no account at all until they open at least one file this way, so it has to happen before any access can be granted to them.
Standing access to a person's files
Ask support to set up a user group. Give them the list of loan officers whose files you should always see. Once it is in place those files appear in your Pipeline screen without you attaching yourself to each one.
Standing access to a whole branch
Branch-wide visibility is also a support-side setting. Name the branch when you ask.
Notifications are separate
Being able to see someone's files does not mean you will be notified about them. Notification subscriptions are set per source loan officer, by support, and have to be requested for each one. Completing your own MFA and updating your own profile settings does not grant them.
What POS support cannot do
Roles and sharing inside Encompass — adding you as LOA, LO split or processor in the file contacts — are your own Encompass administrator's job. Ask your internal team for those.
