Market - Solutions

999 Navigation Buttons Back and forth buttons for input forms
$995 HD Pipeline Viewer Highlight in any color a row or cell of the Encompass pipeline. The color rules are managed by the Encompass Admin.
$1,995 Advanced Email Utility Send full HTML emails in real time to anyone/role/user/contact with the ability to include attachments from the eFolder. A transcript of the sent email may be saved to the Loan Log.
$1,995 The Automator Map any field/s according to an excel lookup table and create as many different scenarios as needed. Can be combined with other plugins to be super powerful. Setting CX.KM.FMS will trigger the scenario input into this field to run. CX.KM.FMS.LOANOPEN is a specific field that is updated when the file...
$895 eFolder Doc Viewer Allows a user to trigger based on field value a specific document from the eFolder. Will open up in a window for viewing that the user can push off to the other screen and still work.
$495 EConsent Reminder Once all elements on a file are collected and eConsent can be sent a popup will trigger asking if the user would like to send eConsent. If they select “Yes” they will be brought to the eFolder to send the consent. Yes/No response from user is logged into the conversation log.
$495 Get MI Based on a trigger field according to client preference the Get MI window can be brought up in front of the user.
$2,795 Advanced Communication Manager The Advanced Communication Manager (ACM) tool is a dynamic, "floating" conversation log. By simply pressing F7, users can bring up a more advanced conversation log and status manager. In this tool, a user can search through all loans or enter the current loan to update notes and a status field on...
$895 Auto Role Assignment Using custom fields and a trigger rule a client can auto assign a user or group to a specific role on a file. Can be used in tandem with the field mapper to be super powerful.
$995 KM White Board Plugin allows a client to bring up a message of their choosing upon opening Encompass. Great way to send out notifications to the entire company or let users know of recent changes in the system. A settings panel allows user to control the content and popup criteria. Allows for messages that expire ...
$995 Change Management Document admin changes in the system.
$995 Document Access Manager Restrict access to eFolder docs by title based on Role
$1,995 Batch Update Utility A utility that uses Encompass reports (or standalone spreadsheets) for the information needed to update a batch of loans at once. (Includes Loan Fields Update and Loan Folder Move tabs)
$995 Income, Rental & SSA Income Calc Tools Embedded Income Calc tool, within the file flow, able to be captured and have native business rules written around the usage. Add a hardstop in the file flow to require calc prior to submission as example. Should be bundled with input form printer plugin.
$795 Loan Folder Automation Moves loans automatically between loan folders, based on whatever criteria desired. A standard field trigger is written to activate the move. Loan is moved in real time, while the user is still in the file.
$2,495 Bulk Email Utility Utility to allow Admins to create email templates and include documents if desired which can be run automatically, without users needing to open a file or trigger an event. Business rules can be configured to auto-select loans that meet a criteria and the emails set to run at a certain time of day, ...
$995 Auto Printer Print a standard or custom print letter(s) to the eFolder with help of a print auto select rule.
$995 Address Verification Verify Encompass property, present and mailing addresses against the USPS database. to verify address.
$995 Door Bell Allows for a user to request edit access from a user currently editing a file. Encompass push notification is sent to the editing user. Can be combined with an email rule using the email utility to also send email updates. When the editing user exits the file it will send an Encompass push notificat...
$495 eDisclosure Assistant By pressing F12 on the keyboard one can bring up a helpful window that will show borrower SSN information. There are also buttons to copy the last 4 or 6 of the SSN. This can be used as the eDisclosure security key. This can be used anywhere in the loan file but most commonly pressed during the eDis...
$1,995 FEMA Automation Ability to auto check loan files with the FEMA database to check if there are any declared disasters. This check can be ran using business rules at the loan level and also at a batch level using reporting criteria. Custom fields are updated with disaster data once the check has run. Hard stops can b...
$4,995 Batch Update Utility Pro A utility that uses Encompass reports (or standalone spreadsheets) for the information needed to update a batch of loans at once. (Loan Fields Update, Loan Folder Move, Batch Role Assignment, Batch Import to eFolder, Batch Extract from eFolder)
$2,495 MERS Auto Registration Automatically register MERS via business rule field trigger or using the batch feature register many loans at once.
$7,495 eBinder Delivery Manage MISMO file export settings templates, configure eBinder delivery to HUD or manually export the file to a network location.
$2,495 System Analytics Utility A robust tool that captures many data points for users inside the system at the loan level. These metrics can assist in preparation for Encompass Connect (NG) and also in showing trends with input form usage and the amount of time spend in a loan or on a form. General system metrics and the ability...
$995 3rd Party Test Improved the Blend and Encompass integration by seamlessly syncing borrower information and loans status.
$0 DocProbe DocProbe is the nation’s leading search, retrieval and digital storage service for post-closing real estate trailing documents. We obtain, track, scan and warehouse trailing documents including Mortgages, Title Policies, POA’s, CEMA’s, UCC’s and Assignments for lenders, loan servicing professionals...