Import MISMO 3.4 into Encompass

Learn how to export MISMO 3.4 from Loanzify POS into Encompass

  1. Press 'Manage Loanzify POS' within your Dashboard when you first login

  2. Go to any loan and hover your mouse over the downwards arrow icon, then select 'MISMO 3.4'.

  3. Login to Encompass

  4. Select 'Loan Folder' and select pipeline

  5. Next to the 'View' and 'Help' option select 'Pipeline'

  6. Select Import

  7. Select Mismo 3.4 file type and make any Loan Officer assignments

  8. Select the import from the Folder that you downloaded the Mismo 3.4 file into

  9. Press Import