Import Your Loan Applications into Encompass
Downloading the Fannie Mae File:
- Login to your Etrafficers, Inc. Account.
- 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.
- Go to your Pipeline.
- Select Import from the Pipeline Dropdown.
- Select Fannie Mae 3.x.
- Browse to and Select the downloaded Fannie Mae File.
- The file is then imported.
- Return to your Pipeline and find the borrower.
- Verify that the import occurred successfully.
Congratulations! You have successfully imported your Loan Application into Encompass!