Mapping Blend e-Consent to native Encompass fields

e-Consent information captured within Blend will now map to the native e-Consent fields within Encompass.

eConsent Status - Encompass

1. Metadata includes:

a. Name

b. email

c. eConsent Status

d. Status Date

e. IP Address

f. Source

 Notes:  

• e-Consent will be mapped as part of the initial loan import, and then updated as part of “borrower sync” as well.
• If you previously started using custom fields for e-Consent, you may remove them as custom fields, they are no longer necessary to map Blend e-Consent information into Encompass.
• To turn this feature on, your Encompass Administrator will need to go through the instructions below in the “Settings” screen: Administration / Activation.

1. Click Settings. 

2. Check box for Populate eConsent Data.

3. Click Save. 

 Notes: 

• Activation of this processing will be controlled by Client through configuration. Auto-Sync and Loan Import Plugin processing will be configured by adding an additional configuration option (i.e. Post Blend eConsent information into Encompass) to existing configuration options, respectively.
• Integration processing will be configured through the existing Administrative Settings.
• By default, “Populate eConsent Data” is unchecked (inactive).
• Each integration option (Auto-Sync, Plug-in and Integration) must be configured separately.

DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support for more information on what features are enabled for your use.