Encompass Customization

CUSTOM INPUT FORMS AND ENCOMPASS WORKBOOKS™

Take your business to the next level with Next Generation Encompass Workbooks,
Input and Admin Forms

JOIN THE FX REVOLUTION

The Origination Workbook™

The Processing Workbook™

The Underwriting Workbook™

The Closing Workbook™

The Post Closing Workbook™

Snapshot & Compliance Forms

Conv & FHA Construction Forms

ORIGINATION

We do much more than create great technology and tools for using Encompass. We help you put them to work.

Origination Workbooks™

Simplify the collection of borrower, subject property and loan information and reduce the number of forms to review.

Enhanced Borrower Summary Input Form

Start collecting borrower data from the first contact to better manage a file through origination.

Origination Center

Standardize communication between loan officers and processors and assign their responsibilities.

Loan Scenario & Comparison Tool

Build up to four unique loan scenarios—including payment, rate and closing costs and more—so borrowers can shop and compare.

PROCESSING

Our Processing Workbooks™ for Encompass ensure smoother borrower verifications, appraisal orders and milestone management.

The Initial Review Checklist

Track all requirements for conventional, FHA and VA loans, as well as all external sources of information.

The Self-Employed Verification

Get help collecting and validating self-employment data, tracking verifications and printing custom borrower letters for external underwriters.

The Processing Worksheet

Gain a concise view of everything your staff needs, including transaction management and an appraisal center for tracking appraisal orders.

Milestone Management

Finish milestones on brokered or investor-underwritten loans from submittal to funding.

UNDERWRITING

Our Underwriting Workbooks™ Lenders large and small trust our underwriting workbooks for Encompass to streamline mortgage decisions.

Underwriting Decision

Track all conditions and condition statuses and print directly to eFolders.

The Underwriting Worksheet

Consolidate all the information required to underwrite in a single 4-page form.

Compliance Center

Track changes to critical data by processors when the loan is resubmitted—and save the results with one click.

CLOSING

Our Closing Workbooks™ for Encompass help Protect every sale by ensuring you have the right forms and pre-closing conditions are met.

Closing Docs Order Form

Request closing figures and documents and set and clear pre-closing conditions.

The Closing Audit Worksheet

Works with the Closing Docs Order Form to provide a more efficient view while safeguarding data entry

POST-CLOSING

Our Post-Closing Workbooks™ help you follow up on closed loan package stips and registrations and ensures processes are followed according to policies and procedures

Closing Docs Order Form

Request closing figures and documents and set and clear pre-closing conditions.

The Closing Audit Worksheet

Works with the Closing Docs Order Form to provide a more efficient view while safeguarding data entry.

COMPLIANCE

Meeting complex regulations just got easier with our compliance forms and worksheets made for
Encompass.

LE/CD History Tracking

Capture the last 10 disclosure events, change circumstance events and add document track change of circumstance fee changes on one Custom Form.

Certification of Valuation Delivery

Manage appraisal orders and certify deliveries of appraisals, AVMs, desk and field reviews and more.

USER TOUCHES MANAGEMENT UTILITY

FOR KNOWLEDGEABLE, PROVEN AND PROFESSIONAL ENCOMPASS ADMINISTRATION THAT FILLS YOUR NEEDS AND FITS YOUR BUDGET, MORTGAGETECH HAS YOU COVERED.