DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (email@example.com) for more information on what features are enabled for your use.
In the Application tab, you can find either the pre-export or post-export status of your loan, along with details.
Export statuses on the Application tab
Loan applications export guide
Note: If you use Encompass partnership loans might not export automatically upon submit.
Once Loan Application is exported to LOS
The most direct way to tell if your application has been exported is to open the Application tab and look for the following message:
Information transferred upon loan application export
Two kinds of information will transfer when a loan application exports:
- Loan Application Data
Loan export statuses before export to LOS
If your loan has not exported, the Overview tab will display one of the following three statuses.
Loan export statuses after export to LOS
If your loan has already exported, the Application tab will display one of the following three statuses.
- You will NOT have the option to manually export the loan again for the "IN PROGRESS" and "EXPORTED" statuses.
- You will have the option to manually export the loan again for the "EXPORT FAILED" status.
Export or import an incomplete application to Encompass
Note: To export a loan before it has been submitted, all borrowers' social security numbers must be entered.
1. Click the Export icon in the Toolbar.
2. A confirmation box will display, click Export.
Tip: Click the Import from Encompass link in the message box if you need help importing into Encompass.
Resources: Import a Blend application in Encompass