Task Management & Collaboration

Loans have a million moving parts. Encompass360™ will help your team stay on track and on the same page.

• Instantly see and access your most important loan data
  • Customizable Pipeline with unlimited custom views
  • Customizable Home Page with 39 modules to choose from—and instant access to the data within them
• Stay on track with milestones, alerts and instant notifications
  • Milestones for key steps in the process
  • Alerts of approaching deadlines on the Pipeline and Home Page
  • A loan log to capture key activities and file details
  • Instant notification of new applications, document receipt and more—wherever you are in Encompass
• Collaborate with your team throughout the entire loan in the eFolder
  • Electronic storage for all borrower documents service orders
  • Easy access to the most up-to-date loan data and documents
  • Complete conditions management