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Adding Text Fields to Document Requests in LenderLogix

This guide demonstrates how to request borrower-entered text fields on documents in Encompass using LenderLogix's Request Generator.

1. Open the Document in Request Generator:

  1. Navigate to the loan file in Encompass and access the LenderLogix Request Generator form.

  2. Click Select Document for eSignature.

  3. Select the document you wish to prepare (e.g., Gift Letter) from the File Manager window.

2.Select the Signer and Choose the Text Field Tool:

  1. At the top left of the tagging screen under Signers, select the borrower who will fill out the text fields.

  2. Under Field Type, select Text (located next to Signature, Initials, and Signature Date).

3.Place and Resize Text Fields:

  1. Click and drag text fields onto the document lines where information is required from the borrower.

  2. Click the edges of a placed text field box to drag and adjust its length for longer responses.

  3. Add any necessary Signature and Signature Date tags for that borrower.

4.Tag Remaining Signers (Signature/Date Only):

  1. Switch the Signers dropdown to the other borrower/co-borrower.

  2. Place their required Signature and Signature Date fields on the document.

Important: Do not attempt to drag text fields for a second signer. Dropping a text field for a second borrower will display the error: "Reminder: Only one signer per request can have required text fields."

5.Publish to the Borrower Needs List:

  1. Click the blue Add to Needs List button in the upper-right corner.

  2. Wait for the system to process the document task. Once confirmed, you can close the window or click Preview Link to verify how the task appears in the borrower's portal dashboard.