How to Re-Sync Borrower Information in Encompass

Modified on Fri, 26 Sep at 3:27 PM

TABLE OF CONTENTS

Why does borrower sync break?
- Encompass
- Blend
Steps to Re-Sync
Why do I need to reset hash?
- Steps to reset hash

Why does borrower sync break?

Borrower sync breaks when there is a mismatch of borrower information between Blend and Encompass. A break in the sync will impact the following functionality:

Borrower data and eConsent sync
Issuing disclosures
Loan status sync
Importing documents

Making too many changes to the following parameters will break the sync:

First name
Middle Initial
Last name
Email address
Date of birth (DOB)
Social Security number (SSN)
Borrower positions

Encompass

Open the loan in Encompass.
Go to the Borrower Summary - Origination form.
Verify the borrower(s) first name, middle initial, last name, email address, DOB, SSN, and borrower position.

Note: If there is more than one borrower on the application, please verify this information for all borrowers.

Blend

Open the loan in Blend.
Go to Borrower information.
Verify the borrower(s) first name, middle initial, last name, email address, DOB, SSN, and borrower position.

If there is any mismatched information, please make the corrections in Encompass, save the loan and proceed to repair the integration.

Steps to Re-Sync

In Encompass, click the B button.
Click Repair Integration.
Save the loan

If Repair Integration does not work, try to Reset Hash (steps below)

Why do I need to reset hash?

Reset Hash resolves authentication errors after correcting borrower information in Encompass to match what's in Blend to repair borrower sync.

Steps to reset hash

Go to Forms in the Encompass file.
Open the Blend Integration form.
Locate the Blend Plugin Fields section in the bottom right corner of the form.
Click Reset Hash.
Save the loan file in Encompass.

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