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
Was this article helpful?