Following are items to complete or consider prior to going live.

  1. Review and accommodate for all of the limitations in Things to Know
  2. Configure Send to Blend so only the loans you want to go to Blend do so
  3. Configured Encompass Settings for who can access the integration screen, the buttons located on the screen, and prevent changing SSN fields

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.