File Assignment (Encompass)

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  • 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