- Navigate to your Encompass instance 
- Once logged in 
- Navigate to “Pipeline” and search for file in question 
- Double click file to open 
- On the top left select the tab “Logs” 
- Select “File Started” 
- Select the “magnify glass” next to Loan Officer 
- Select LO the file needs to be assigned to 
- Save (top right) and exit file 
 File Assignment (Encompass) 
- Updated on Jun 16, 2025
- 1 minute(s) read
 
- JD
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