How to Add or Change TPR/NBO in Encompass

⚠️ Note: We recommend to always use a unique email address for the TPR/NBO when adding the individual to the closing. The will resolve a lot of confusion regarding the emailed tasks that are sent to complete for closing types such as Hybrids.

TABLE OF CONTENTS

• To Add TPR/NBO to Closing:
• To Change TPR/NBO Information: 

To Add TPR/NBO to Closing

Please find the steps below to add the TPR/NBO to the closing package:

1. Place the file into DRAFT
2. Click Tools
3. Click File Contacts
4. Click Non-Borrowing Owner at bottom of File Contacts list. If Non-Borrowing Owner is not an option, click the paper icon with green arrow at top right and it will appear. 
5. Add NBO's first and last name and email address.(*Note: first & last names must be entered into the appropriate boxes.)
6. Change Vesting type to "Title Only".
7. Save and regenerate docs
8. Resend the package to Blend

To Change TPR/NBO Information 

1. Click Tools
2. Click File Contacts and scroll down to the NBO/TPR
3. Delete using the "X" in the top right
4. Add the TPR/NBO back into the File Contacts
5. Regenerate docs
6. Resend the package to Blend

Questions? Please feel free to reach out to support@blendclose.com for further assistance.