Loan Officer does not have the ability to “Update Encompass” or “Request Lock”, as buttons are disabled:
Things to Check:
1. Is this occurring on EVERY loan or just one-offs?
2. In either scenario, does the customer have auto-numbering turned on in Encompass?
3. If one-off, does this particular loan have an Encompass Loan Identifier?
4. If no to #3, please see “Cause” below and proceed to “Send to Customer”
5. If yes to #2 and #3, then something could be wrong with integration thru Workbench, please un-integrate and reintegrate the business channel in question if only one channel experiencing the issue or all channels if occurring in all.
Cause:
Buttons are disabled as loan has come into Optimal Blue as a Prospect rather than a Registered loan. A change made in the 10/4/13 release has forced Optimal Blue to require an Encompass Loan Identifier in order to allow any pushes (Update Encompass or Request Lock) to Encompass.
Delete above and send to Customer:
We are not receiving an Encompass loan identifier on this loan and therefore cannot push information to Encompass. Please add a loan number and re-attempt. It is best practices to turn on the Auto-Numbering feature within Encompass to ensure this does not continue to occur.