How to do refresh in Ncino ?

Refresh functionality is not supported directly within nCino. If you need updated income or asset data for a borrower, you will need to place a refresh order from your Loan Origination System (LOS).

If you are using Encompass, please refer to the article titled "How to Request a Refresh in Encompass" for detailed steps or reach out to your dedicated CSM for additional guidenace.

If you're using a different LOS, please follow your internal process or system documentation for placing a refresh order.