Key Benefits Spotlight

The pipeline is the main view for managing and tracking loans in Encompass. It replaces the working queues used in MCP.

• Highly customizable - add/remove columns, change order, sort, and apply filters
• Pre-configured pipeline views for each user role with further customization options
• Real-time alerts and messages right on the loan record
• Alerts flag things needing attention, like missing disclosures or compliance issues
• Messages notify you of key events, like borrower accepting e-consent or document assignments
• Eliminates need to constantly check emails or run reports

Pull MI quotes directly within the Encompass system, without having to leave the loan file.

• "MI Center" tool accessible right from the borrower summary page
• Automatically pulls in all relevant loan data - no manual data entry required
• Review available MI quote options and select the desired one
• Selected quote populates directly into the loan file
• Keeps record of any MI quotes you've run for easy reference
• Eliminates back-and-forth between systems

Encompass streamlines the entire disclosure process with automated features and integrated tools.

• Automatically creates editable email templates with attached disclosures
• Automated notifications when borrowers access disclosures
• Optional notifications if borrowers haven't accessed disclosures by a certain date
• Loan officers can e-sign initial disclosures immediately before sending to borrowers
• Borrowers can view and e-sign disclosures directly through Consumer Connect portal
• No more jumping between systems or manual steps

A comprehensive self-service portal that empowers borrowers while keeping lenders informed.

• Accessible through email links for disclosures or document requests
• Displays key loan details: property address, loan amount, submission date, and loan officer info
• E-sign capabilities for disclosures and documents
• Direct document upload feature that integrates with loan file
• Live loan status and details summary
• Self-service options reduce need for direct lender contact