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Phase A: Application Intake

SIPOC Workflow Diagram

SIPOC Workflow Components

Suppliers (Received from)

  • Borrowers
  • Loan Officers
  • New Home Consultants
  • Consumer Connect
  • eConsent
  • File Import

Inputs (Information)

  • Borrower details
  • Income
  • Assets
  • Employment information
  • Supporting documents

Process (Activities)

Outputs (Created)

  • Completed loan application
  • Borrower profile

Co-Workers (Handed-off To)

  • Loan Processors

Systems Interaction Summary

  • 1. Access Borrower Data
    • Log into Encompass LOS using your credentials
    • Navigate to the Identity Verification module
    • Enter or import borrower information
  • 2. Run Identity Verification
    • Use integrated verification services
    • Verify SSN and personal information
    • Document verification results
  • 3. Review Results
    • Analyze verification findings
    • Address any discrepancies
    • Update borrower profile
  • 1. Access Document Management
    • Navigate to eFolder in Encompass
    • Review document requirements
    • Setup document templates
  • 2. Collect Required Documents
    • Request documents via Consumer Connect
    • Track document submissions
    • Verify document completeness
  • 3. Organize Documents
    • Categorize in eFolder
    • Apply proper naming conventions
    • Setup document tracking
  • 1. Review Borrower Profile
    • Analyze financial information
    • Check credit qualifications
    • Assess borrower preferences
  • 2. Present Loan Options
    • Compare available programs
    • Explain terms and conditions
    • Discuss payment scenarios
  • 3. Document Selection
    • Record chosen loan program
    • Save borrower preferences
    • Update loan application
  • 1. Input Application Data
    • Enter borrower information
    • Record property details
    • Document loan preferences
  • 2. Verify Data Entry
    • Cross-check information
    • Validate calculations
    • Review for completeness
  • 3. Update Loan File
    • Save application progress
    • Generate required forms
    • Track application status
  • 1. Setup eConsent
    • Prepare consent documents
    • Configure email notifications
    • Setup tracking mechanisms
  • 2. Send for eSignature
    • Initiate consent request
    • Monitor signature status
    • Follow up on pending items
  • 3. Process Completed Consent
    • Verify signatures
    • Store consent records
    • Update application status

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