How to push an Encompass file back to Blend after it has been purged

If a Blend loan file is purged after its archive period is over, the active Encompass file will no longer sync back as it doesn't exist in Blend. Learn how to create a new post-submission loan (also known as a Follow-ups only loan) from the existing Encompass file.

Note

• For Encompass users that utilize the KensieMae plugin
• These steps might require elevated Encompass access. If you don't have access to these tools, reach out to your Encompass administrator for assistance

Open the Blend Integration form

Open the Encompass file Navigate to Forms Click *Blend Integration*                 If the *Blend Integration* form is not listed, make sure the Show in Alpha Order and Show All checkboxes are checked.

Remove the Blend UUID and begin a new Post Submission loan

1. Delete the Blend UUID from the CX.BLEND.LOANID field

2. Save the loan with the field blank

3. Reset Hash

4. Click the B button

5. Select Manage Documents

6. Click Yes on the Blend Loan Creation window

7. If necessary, fill out the required fields and click Save Loan Data. This screen will only appear if the required fields are blank

The required fields depend on the KM settings and on what already exists in the Encompass file.

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.