Know what, when,
and by who without
having to leverage
the RDB or auditable
Automate moving your files to the appropriate folders based on your
own custom rules/workflow.
Automatically assigns roles to files based
on loan criteria and conditional logic. Any role, any time.
Bulk updating loans
on a scheduled
basis, based on
Create logic based, conditional templates with a simple click for Preliminary, UW, &
Update loans in batch via excel CSV/TXT format, maintaining business rules and triggers,
retaining error log functionality.
Update loans in batch by searching for specificed loan attributes while and update to the
Reporting engine including: scheduling, custom emails, logs, translations, tables,
multi-format extracts, automated email, SFTP.
Automate data extraction from an internal or external source & persist the data into the
corresponding, mapped fields
Easily access and open any/all documents
without needing to navigate the
Automate efolder docs to be extracted on a scheduled basis & delivered to a desired
Validate every user's
role by persona
Dropdown menu bar within Encompass. Link to external sites, training docs/videos,
intranet, Shared directory files, etc.
From the pipeline view, find out which user is in a loan, and even communicate with them
to request access.
Customized Encompass header panel tailored by persona to reference loan data &
Enable borrowers to pay loan costs through a web portal with transactional data returned
to the loan file
Automatically register loans to MERS, and
retain the MERS response
directly within the
Provide LOs with a
side by side
Optimal Blue API
Enables user to enter
loan & modify
all data points
ability to Save.
Automatically request services through the Service tab based on a trigger event. (subject
to API availabilities)
and service access
based on custom
Enable borrowers to make mortgage payments through a web portal with transactional data
returned to the loan file.
Discover the rules, calculations, and underlying logic which runs within your Encompass
Customized task list accessible from the pipeline view.
See outstanding items without entering a file
Read and post notes in
the pipeline view without
even entering the file.
The notes are also exportable!