Encompass 2021 Non-Delegated User Manual

: June 9, 2024
: Encompass

Table of Contents

Encompass 2021 Non-Delegated User Manual
Submitting Documents to National MI — Non-Delegated
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Encompass 2021 Non-Delegated User Manual

Submitting Documents to National MI — Non-Delegated

National MI offers the convenience of uploading documents from within Encompass®.

National MI Request Page/Order Tab

A. Select the Request Type to submit a Non-Delegated Application, and click Order (NOTE: Documents are uploaded after the initial order).
The following message confirms a successful submission of the Non-Delegated application:
B. After the order submission has been completed, you will be placed on the Check Status/View Results tab. National MI’s Application Number will be displayed in Order No. column and the Status will display as Suspended until the applicable loan documents have been received and the loan is underwritten.
In order to identify and upload your loan documents associated with the MI order to National MI, please click Upload (NOTE: The process for providing the initial credit/appraisal package as well as follow-up conditions is the same).
C. The Attachment List popup window will appear which will allow the user to select documents. The icon will allow the user to select the documents and the icon will delete the file from the below list. The Comments panel is information for the user to enter (NOTE–comments entered here will not be visible to National MI). Additionally, the entries will be displayed on the Document Upload History.
When the user clicks the icon, the Attach window is displayed for the user to browse the location from where to select the files.
D. If the Browse from Hard Drive option is selected, the user can select the folder and files to be uploaded, including Non-Delegated closing documents. Documents can be multi-selected to be uploaded at the same time.
By clicking on the Open button, the selected files will be listed in the Attachment List window.
E. If the Browse from Encompass eFolder option is selected, the user can perform the following:
1. By selecting a Stacking Order (created by your Encompass Admin), it will pre-select the applicable documents in your Documents list. You can also “check” any other documents that you would like to provide, including Non-Delegated closing documents.
  Note: A Required Documents for Non-Delegated list can be found at: www.nationalmi.com/resources/#documents
  If the user does not have (or want to use) a stacking order, they can merely select the checkbox next to each doc they want to include.
F. Once all of the necessary documents have been selected, please select Continue to return to the Attachment List window.
G. Clicking on the Send button will start the transfer process.
Select “Yes” to ensure you’re able to continue working on this loan, or other loans, in Encompass while your documents are being uploaded to National MI.
Successful upload message:
Additionally, National MI will send you an e-mail, shortly after the Success message window is provided, confirming receipt of your loan documents, and/or Non-Delegated closing documents.
H. Documents uploaded to National MI via Encompass will be displayed under the Document Upload History
tab with the date and time that they were sent, along with any comments that were added at the time of upload.
Remember — comments added in conjunction with document uploads are not visible to National MI.