Encompass is phasing out the web center websites and are moving to Consumer Connect website. Lenders can create new Consumer Connect website or if they have an existing non- Consumer Connect site, they can embed a Consumer Connect loan application or borrower portal into their existing site.
Steps to setup a new Consumer Connect website:
- Set Up Encompass Personas
- Encompass Consumer Connect administrators and contributors must have the required access permissions to use Encompass Consumer Connect.
- Access permissions for Encompass Consumer Connect are controlled by Encompass persona settings.
- Persona settings are as follows:
- Loan Officer Persona – Grants partial access to the Consumer Connect administration portal.
- Web Admin – Grants administrator access to the persona. Permissions include full access to the administration portal and Website Builder features and functions. This is the only role that can create and delete sites.
- Web Content – Grants partial access to the persona. Permissions include access to the Website Builder page of the administration portal. Users cannot create or delete sites and cannot access other pages in the administration portal.
- Persona access to Consumer Connect is setup for admin and contributors by setting up individual persona access in Access tab within Company/User Setup in Encompass settings.
- Creating and naming the website
- Create and name website by entering a name for the site in the Default Domain field.
- When creating a Consumer Connect site, the Website Builder assigns a domain to the site using the following format: YourDomainName.mymortgage-online.com.
- Map the consumer connect site to the custom domain
- Configuring administration settings in Consumer Connect
- Configure website settings and application recipients
- Set up integration with third party services
- Create loan application workflows
- Set up the loan application
- Configure borrower loan portal settings
- Set up email notifications
- Design and publishing the website
- Design the site using website builder
- Customize the appearance of the loan application
- Customize the appearance of the borrower portal
- Publishing the site in public domain
- Assign the Consumer Connect site URL to the organization as whole and individual loan officers separately
- Direct borrowers to the consumer connect site
- Services Setup in Consumer Connect
- There are several services in Encompass Consumer Connect that a lender can set up to improve borrower experience and streamline the loan application process.
- These services include:
- Identity Verification: Allows borrowers to verify their own identity during the application process.
- Employment and Income Verification: Provides instant employment and income verification during the loan application process.
- Payment Provider: Allows borrowers to pay for services during the application process.
- Order Credit: Allows borrowers to order a credit report while completing a loan application.
- Product and Pricing: Allows borrowers to check current mortgage rates.
- Automated Underwriting: Automatically submits a loan to the underwriting provider when certain criteria is met in a loan application.
- Asset verification: Allows borrowers to verify their assets while filling out a loan
- Velocify: Sends information from unsubmitted Encompass Consumer Connect loan applications to Velocify CRM for a loan officer to pursue further.
- These services can be set up within Consumer Connect by providing the service provider credentials within Services Management section.
Looking for more information on setting up Consumer Connect or need help in implementing the right technology, leave us a message.
