Loan Workbench: Conditions Overview

The Conditions tab offers an all-in-one view for all conditions associated with the loan. Users can view all conditions or select from the following categories: PTD, Collateral, Compliance and PTF. 

View Loan Conditions

      1. Navigate to Pipeline from the left-hand menu. 

      2. Double-click on a Loan Number, and select the Conditions tab. 

      3. View all Conditions, Owners, Date Added, Status, Type and Documents attached to the qualify the loan. 

View Loan Officer Only Conditions

Click on  to filter the conditions specific to the Loan Officer. 

Refresh Conditions

Click Refresh  to view updated conditions on the loan record from Encompass. 

Export a Report

Click Generate Report  to export all loan conditions into an excel file. 

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