Import Your Loan Applications into Encompass
Downloading the Fannie Mae File:
- Login to your Etrafficers, Inc. Account.
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- Click Applications in the Main Navigation
- Find the Application and click the "View" link.
- Click "Download 3.2" and Save the File to your Computer.
Importing the Downloaded File into Encompass:
- Open Encompass.
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- Go to your Pipeline.
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- Select Import from the Pipeline Dropdown.
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- Select Fannie Mae 3.x.
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- Browse to and Select the downloaded Fannie Mae File.
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- The file is then imported.
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- Return to your Pipeline and find the borrower.
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- Verify that the import occurred successfully.
Congratulations! You have successfully imported your Loan Application into Encompass!