Team Primary’s Quick Reference Guide To Encompass

Team Primary s Quick Reference Guide To Encompass Encompass Form-PRMI-Borrower Summary Screen 1. Subject Property Information Tab A. If you have no property, click on To Be Determined Button Only , DO NOT TYPE IN TBD in the address field, you can input the zip code you need for the town they might buy in. 2. Transaction Details Tab A. Loan Program Field- Click on magnifying glass and then select the program template. B. Closing Cost Field- Click on Magnifying glass and pick closing cost template. C. Closing Cost Field- Click on Icon, Input Hazard Insurance and Taxes. Then click on the icon next to Mtg Ins when the window opens on FHA loans just click on the Get MI button. On conventional loans input the proper MI factor. 3. 1003 Page 1 A. Present Address- Click on Show All (VOR) and list any additional previous addresses. B. Employment Information- Click on show all (VOE) and list additional and previous employment, all fields MUST be entered, name, addresses, phone numbers, dates, positions.

Encompass Form-PRMI-Borrower Summary Screen 1. Subject Property Information Tab A. If you have no property, click on “To Be Determined Button Only”, DO NOT TYPE IN “TBD” in the address field, you can

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