When you originate a loan or open an existing loan, the loan workspace opens. The workspace is the focal point for tracking, managing, and carrying out loan activities.
The left side of the workspace is divided into two sections. The upper section contains a log of loan activities, alerts, and messages. Below the Log are three tabs that provide access to input forms, loan tools, and service providers.
The right side of the workspace displays the input forms and worksheets used to enter data and update loan information. The header area contains a summary of key loan information, including the name of the currently assigned loan team member. You can click the down arrow to the right of the current loan team member field to view a list of all team members associated with the loan.
Above and to the right of the header information is the eFolder icon, used to open the Encompass eFolder.