Processing

Processing doesn’t have to be stressful. Encompass360™ will help processors save time, minimize errors and collaborate with colleagues.

• Securely store and manage documents, conditions and disclosures in the eFolder
  • Electronic borrower document requests—and delivery of completed documents right back into your loan file
  • The ability for your borrower to eSign or wet sign disclosures
  • Storage for scanned paper documents such as pay stubs and bank statements
  • The ability to send and track federal and state eDisclosures
  • Side by side comparison of electronic documents and the loan file
  • Document tracking and conditions management
• Effortlessly keep borrowers and colleagues up to date on the latest loan status
  • Loan status updates that post automatically to your company’s customer portal
  • Easy collaboration with colleagues—everyone can access and work on the same up-to-date file and documents
• Connect to service providers right from your loan file
  • Direct connection to thousands of lenders and third-party service providers including credit, title, flood, appraisal, underwriting and more
  • The ability to send and receive service orders directly in your loan file
  • HVCC-compliant appraisal order options
• Get the tools you need to easily process FHA loans
  • Integration with FHA Connection
  • Comprehensive FHA management form
  • Ability to calculate and monitor FHA prequalification numbers for loan worthiness and maximum loan amount
  • Easy management of FHA Connection data and activities, and mortgage insurance
  • County Limit tables, mortgage insurance tables, worksheets and more
• Customize your Pipeline and Home Page to fit your needs
  • 39 modules to create the Home Page you want
  • Instant access to news, rates, contacts, loans and more upon login
  • Access to any field in Encompass360 to create a personalized Pipeline
  • The ability to save any number of views such as loans by expected close date, loan amount and more
• Save time and stay on task with templates, milestones, alerts and notifications
  • Pre-defined loan templates that will save time and minimize errors
  • Milestones for key steps in the process
  • Alerts of approaching deadlines on the Pipeline and Home Page
  • A loan log to capture key conversations and file details
  • Instant notification of new applications, document receipt and more—wherever you are in Encompass