Discussions

Hey everyone, I'm trying to set up a new role for our team—a 'Loan Officer Assistant' role—and I'm looking for some advice on what custom fields would be most useful.

We use the Encompass platform and want to give them access to key data they'll need to support our Loan Officers, but without overwhelming them with unnecessary information.

Specifically, what custom fields have you found essential for this role to manage the loan pipeline and assist with things like document collection and communication?

Any tips or best practices for setting this up would be greatly appreciated! ragdoll hit