How to push an Encompass file back to Blend

Learn how to create a new post-submission loan (also known as a Follow-ups only loan) from an existing Encompass file.

Overview

You may need to follow these steps if:

• The Encompass file no longer exists in Blend (e.g., the loan was purged after its archive period in Blend).
• A duplicate loan was created incorrectly and there is a need to push the correct one to Blend.

Requirements

• Elevated access in Encompass may be required to view the Blend Integration form. If you don't have access to these tools in Encompass, contact your Encompass administrator for assistance.
• For Encompass users with the KensieMae plugin.

Open the Blend Integration form

Open the Encompass file Navigate to Forms Click *Blend Integration*                 Click Show in Alpha Order to view all forms and find the *Blend Integration* form. If the *Blend Integration* form is still missing, you may need elevated access in Encompass.

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.