How to merge loans in Encompass

1. Open the primary borrower's loan file from the pipeline

2. Click on the Tools tab, then click Co-Mortgagors or the page and pencil at the top left to access Manage Borrowers.

3. To import a borrower, click the Import button.

4. Select Source Another Loan File

5. Select Borrower or Co-Borrower from the list to import the information from the borrower or co-borrower in the Encompass loan file. Select the numbered position in the Borrower Pairs list where you want to import the borrower.

In this case, I want to import the borrower from another loan and put them into my existing loan as the borrower on the 2^nd application pair.

and then click Next.

6. On the Select Loan window, select\search for the loan file you want to import from, and then click Select.

Done.