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Encompass System Walkthrough

10-Step Orientation Guide

Watch Walkthrough

The Encompass desktop version provides a comprehensive platform for managing the entire loan origination process. This walkthrough outlines the key features and navigation elements to help you get started.

1

Initial Login and Home Page Orientation

  • Log in to Encompass (desktop version)
  • Access the Home screen to view:
  • • Welcome message with user info
  • • Resource Center, Compliance Center, and Consumer Connect Admin Portal
2

Accessing Support Tools

  • From the Home screen, click into:
  • • Encompass Resource Center: Quick Reference Guides, Desktop User Guides
  • • Compliance Center: View and resolve Mavent error codes
  • • Consumer Connect Admin: Reset borrower passwords by email search
3

Using Pipelines as Workflow Drivers

  • Navigate to the Pipeline View
  • Use role-based pipeline categories (e.g., "Processor Condition")
  • Customize pipeline columns (e.g., add "Loan Officer" column)
  • Save custom views for recurring use
4

Reviewing Pipeline Messages & Alerts

  • From the Pipeline, monitor:
  • • Messages: e.g., disclosures signed, documents retrieved
  • • Alerts: Compliance discrepancies or data mismatch
5

Working Inside a Loan File

  • Open a loan to view the Borrower Summary Origination screen:
  • • Review top section: borrower name, loan number, LTV, DTI, assigned roles
  • • Manage borrowers (e.g., add/remove, reassign)
  • • Review subject property and required blue fields
6

Understanding Milestones & Log Tracking

  • Navigate to Log to view milestone history:
  • • Identify the most recent completed milestone
  • • Determine the current stage by the next milestone pending
  • • Expand to see underlying actions (e.g., disclosures sent, reports ordered)
7

Forms, Tools, and Services Panel

  • Lower-left panel provides access to:
  • • Forms (e.g., ERLA, 2015 itemization, LE)
  • • Tools (e.g., File Contacts, Disclosure Tracking, Conversation Log)
  • • Services (e.g., AUS, Appraisal Ordering, Flood Cert, Credit, Title Fees)
8

My Borrower Summary Functionality

  • Use this page to:
  • • Review and edit borrower information
  • • Access/view credit reports
  • • Enter/update transaction and escrow details
  • • Mark loan "Ready for CD"
  • • Manage closing type (eClosing vs. mail-away/POA)
  • • Link to income, assets, and liabilities
9

Commitment Letter Generation

  • From the eFolder:
  • • Preview and clean up conditions
  • • Generate and send Commitment Letter via DocuSign
  • • Notify additional users if needed (e.g., LO, Ops)
  • • Set alerts for borrower non-response
10

Future Sessions Preview

  • Next Lunch & Learn sessions will cover:
  • • Asset, Income, and Liability screens
  • • Disclosure tracking and eFolder navigation
  • • Deeper dive into vendor services and integrations

Encompass Desktop Walkthrough Video

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