If a loan officer is assigned to the loan in Blend at time of export, Blend will pass this Loan Officer’s details to Encompass. In order to do this, the LOS username in the Blend user’s user account must match their Encompass User ID.  

The LO will be assigned as the Loan Officer in File Contacts. The LO can also be assigned to a milestone on the loan with a loan officer role. Blend can also export any loans that are unassigned in Blend to a default Loan Officer.

Loan Officer Assignment Failures

If a Loan Officer assignment cannot be passed through to Encompass due to licensing issues, then one of the following two things will happen (depending on whether TRID has fired on the loan):

• If TRID has not fired on the loan: the loan will fail with an error in Blend
• If TRID has fired on the loan: the loan will be exported and will either be unassigned or will be assigned to the predetermined default Loan Officer account based on configuration.