Question

Notes from Blend to Encompass

  • 13 June 2022
  • 1 reply
  • 33 views

Userlevel 2
Badge +3

Hello!

How do your branch users communicate with your the loan processor about about on a loan? Our branch users don’t have access to encompass and we are using an outside ticketing system but looking for a more efficient way. We are hoping that Blend will be able to get the notes to sync back and forth with encompass but until that happens, we want to hear what everyone else is doing. Thanks!

 

Trang


1 reply

Userlevel 4
Badge +9

Hi Trang,

Thanks for posting your question in the Community. I understand a Support ticket was created on this inquiry but I'd like to follow up here for visibility to other members of the Community.

The Loan Team Notes in Blend are intended to be used as a notepad to track information that may not pertain to existing fields in the Blend application, such as "don't call the borrower on Tuesdays" or "we haven't contacted the realtor yet."

Since the notes sync to Encompass on application export, and become locked thereafter, it may not be the best communication tool for loan teams. However, we’ve taken this feedback and submitted a feature request to our Product Team.

Additional information on Loan Team Notes

  • Loan Team Notes is an opt-in feature. Please contact Blend Support to enable this in your environment.
  • The Loan Team Notes can be synced to a custom field in Encompass. To do this, please create a custom field named CX.LOCR.BLEND.NOTES and reach out to Blend Support to enable the sync.

Meanwhile, I'm curious to know what tools other people are using to communicate more efficiently. I hope this information helps other Community members.

Best,
Ivan

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