Encompass 360 Custom Fields

Encompass 360 Business Rules

Encompass 360 Business rules are lists of logical statements that define the behavior and operation of a loan process. Business rules are handled by both the admin and customization teams. Standard basic rules are handled by admin where advanced rules are handled by Customization teams. In Encompass 360 application, you can create, customize the business rules based on the requirements. The Encompass 360…

Effectively use Consumer Connect

How to effectively use a Consumer Connect website – Part 1

Consumer Connect has streamlined the application process to make loan submissions faster and more efficient. Lenders can look into the following aspects to make sure that their Consumer Connect website is effectively used to give a unique and pleasant experience to the borrowers. Branding When using Consumer Connect Website Builder, the lender needs can preview…

Integration of Encompass with Velocify

Integration of Encompass with Velocify

Velocify LeadManager automatically captures, de-dupes, intelligently distributes, and prioritizes leads so loan officers stay ahead of the competition and focused on closing more loans. Velocify has partnered with Encompass to provide a robust integration between the systems called Encompass Connector. Velocify Integration with Encompass The Encompass Connector allows for leads to be exported directly from…

Tutorial – Integrate Optimal Blue with Encompass

Advantages of integrating Optimal Blue PPE with Encompass Through seamless integration with Optimal Blue, mortgage brokers and bankers can request a product and pricing decision from their preferred lenders and investors without ever leaving Encompass LOS. Mortgage bankers using Encompass Banker Edition and Optimal Blue can automate their lock requests and confirmations as well as…

Encompass Administration & Help with Implementation

Encompass, the flagship mortgage management solution offered by Ellie Mae is the leading Loan Origination System (LOS) which helps lenders to originate more loans, lower costs, reduce time to close, and make smarter decisions. Key Features of Encompass360 Compliance Management Risk Management Document Management Refinance Management Reports and Dashboards Third-party integration and automation Extensive customization…