Know what, when, and by who without having to leverage the RDB or auditable fields.
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 saved network files.
Create logic based, conditional templates with a simple click for Preliminary, UW, & Post-Closing.
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 desired output.
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
Loan Extract for seamless Delivery to Warehouse(s).
Easily access and open any/all documents without needing to navigate the eFolder itself.
Automate efolder docs to be extracted on a scheduled basis & delivered to a desired destination.
Validate every user's role by persona with a scheduled, automated report.
Automates compliance for Home Ownership Counseling list.
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 & shortcuts to forms
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 loan file.
Displays in detail the progression of the loan file:
Provide LOs with a side by side loan scenario worksheet utilizing Optimal Blue API
Automatically Prints Loan Related forms to a destination folder.
Provide management with data & reporting.
Enables user to enter loan & modify all data points without allowing ability to Save.
Automatically request services through the Service tab based on a trigger event. (subject to API availabilities)
Restrict persona and service access based on custom business rules/conditions.
Log users out of Encompass at set times.
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 system.
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!
Automate the UCD File upload process.
Digital version of UW Notepad.
