AUTOMATION, PERFORMANCE, INNOVATION & ROI

Validate Addresses in Seconds

With the click of a button, or automated with a simple trigger rule, validating the address against the USPS website manually is now a thing of the past! The utility also takes a screenshot of the USPS findings and stores them in your designated eFolder bucket.

A dynamic, "floating" conversation log.

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 a file.

Eliminates 18,421 clicks and 14 hours of work per month.

Bring client communication to the next level. The Advanced Email Utility brings your customer, TPO, and File Contacts communication to the next level. Send full HTML email templates (unlimited and as easy to create as writing an email) with headers, footers, logos, field merge and so forth, automatically based on any trigger you wish.

Streamline and automate your appraisal review and intake process

The Appraisal Assistant automatically reads your XML data and maps key data points into fields you can control, report on, or write rules around. It also flags potential issues or discrepancies, allowing underwriters to prioritize their review without having to examine everything in detail.

SAVES 42 HOURS PER MONTH FOR EVERY 100 LOANS

This utility allows you automatically print any standard or custom print form to its proper place in the efolder, based on any trigger or event you wish. Any time you have to open the print manager and manually print a form, don't. Do it automatically with Auto Printer!

Have Reports Generated After-hours or Multiple Times a Day

Schedule your Encompass report(s) to run automatically and on any repeat frequency. Your reports are generated and sent to whichever local drive or network folder you choose, all with a history log and tracking window to capture a record of all reports generated. No more waiting until someone has the time to pull a report, just tell 'em where to find it on the shared drive!

Automatically add users to file contacts, milestones, etc.

Just what it sounds like... automatically add users to file contacts, milestones, etc. Based on whatever conditions or rules you need, dynamically and automatically get control of your system, and save all of those manual efforts and headaches.

Set automatic emails to go out

This utility allows Admins to create email templates, which can be sent automatically, without users needing to open a file or trigger an event. Configure business rules to auto-select loans that meet a criteria and set the emails to run at a certain time of day, or manually in a batch from an SMTP email with loaded functionality.

This sounds really good right now

Happy to make you one, but not sure you're in our delivery range, and we're still working on the matter-transporter plugin, sorry.

TRULY. AUTOMATED. UNDERWRITING!

We've combined our Condition Manager and Condition Formatter products to create one tool providing truly automated conditions for Underwriting, Preliminary, and Post-Closing. This incredible tool dynamically adds the appropriate conditions, removes those that do not apply or are eliminated, checks for duplicates, AND fills in the blanks! Users can customize and dynamically update specific condition lists in a print form or email. There are multiple configuration options to build into a print form or an email, including standard and HTML-ready linked field assignments and format preview.

Automatic, real-time, duplicate loan checks

With Dup Check, sales and operations managers, as well as compliance staff, can stay on top of the messy business of duplicate loan files. Recapture revenue and enjoy peace of mind by maintaining compliance once credit has been pulled. Avoid adverse file restructuring when time to close matters, detect and prevent fraud, improve loan origination system efficiency, reduce user latency issues, find hidden discrepancies, and provide a smoother borrower experience.

This little assistant streamlines your eDisclosures

On one side it's a friendly assistant, and on the other a management utility that records when an eConsent was sent out, received, and returned. Then add the ability to assign and retrieve documents by auto-pressing the retrieve button in the efolder (on loan open & loan save) and assigning users to documents automatically.

Simplify Escrow Management

Finally, a much sought after solution to automate your aggregate escrow details setup. The Escrow Manager utility allows the system administrator to “set it and forget it” to ensure escrow date ranges are completed on time, every time.

Sync the Virtual Funding Fields from the funding worksheet in Encompass

These data points are not accessible at the field level. Creating rules around them is impossible. This plugin writes all the fees to custom fields so they can be used accordingly.

Check loan files with the FEMA database

Ability to auto-check loan files with the FEMA database to check if there are any declared disasters. This check can be run 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 be created to make sure the needed appraisal reports can be ordered.

Saves 2,631 clicks and 9 hours per 100 loans

Remembering to, then manually populating the Home Counseling Disclosure is sooo 2018. Eliminate 2631 clicks and 9 1/2 HOURS per 100 funded loans each month your staff is spending on this today. ROI, ROI, ROI.

Calculate Income, Rental and SSA Income

Updated for the new URLA 2020 fields, this dynamic and user-friendly input form ties beautifully into your workflow, and allows users to both calculate and communicate how they came up with their calculations, as well as updating the VOE and 1003 info automatically. Additionally, when paired with the Input Form Printer, automatically adds a printable version to your eFolder for iterative copies, or to send to an Investor, etc.

Saves 1,705 clicks per month for every 100 loans

Take dynamic control of your Input Form Sets, help drive productivity, and simplify workflow. This utility automatically assigns the right input forms as your users work through their files, in real time. As you switch loan types, products, programs, or as different departments open the file, ensure the right list of input forms they need to work on are right there, waiting for them!

Set it and forget it

Automate intent to proceed upon opening the loan based on the eSignature of one or all borrowers. No more manually going through the packages in disclosure tracking to indicate ITP based on data that is already in the system. Set it and forget it! This utility allows automation based on the Disclosure Tracking audit trail and is compatible with any integration that populated the eDisclosure tracking details. Manual overrides are enabled to allow Integrations with other 3rd party origination systems through custom field mapping. Appraisal ordering compliance is solved!

Update Your Loans, Right from the Pipeline Screen! Right-click. Done.

Piper Enables Data, Doc, and Conversation Log Entries directly from the Pipeline!
Don’t miss a beat waiting for the loan to open when you need to update loan information, add a document, or even a conversation log entry! Instead, keep moving and the pipeline flowing with Piper.

ROI = Immeasurable!

A better way to manage investor conditions

A streamlined workflow with a simplified, cleaner and more detailed way to manage Investor conditions, and all of the reporting, and pipeline management needs that come with it. We completely reinvented the Post-Closing Wheel. Your Team will love you for this one, from the Post-Closers to C-level management. Track internal SLA's and performance metrics, loan quality, Investor performance and much more!

Dynamic, intelligent, and automatic file assignment!

Entirely eliminate the queues, clunky workflow and/or having someone constantly manage file assignments. From Underwriting, to Closing, To Funding, Shipping, Processing, QC... whatever - completely and dynamically assign files to the appropriate users, round robin style, with built in selection criteria, load balancing, and many more options.

Never worry about plugins running again

The Session Automator gives you unparalleled, dynamic control of your Encompass automation needs, providing an intelligent, live admin session to run your plugins and trigger-based logic without having to manually log in multiple times a day or worry about a lost connection.