Loan Connect for Business Partners

Your business partners such as realtors, appraisers, attorneys, and other non-Encompass users can contribute to a loan file using Encompass Loan Connect. When you request documents from a business partner, Encompass sends a notification email to your business partner. The email contains a link to the loan file in Loan Connect. Your business partner will create an account in Loan Connect and sign in to complete loan tasks.

Encompass Loan Connect replaces the Encompass Loan Center for Consumer Connect loans. Loan Center will continue to be available while older loans are still being processed. Please inform your business partners to use the site provided in the notification email to contribute to the loan, whether it points to Loan Center or Loan Connect.

Features available in Loan Connect include:

View To-Do lists (pending and completed)
Upload documents
View uploaded documents
View notifications
Manage account

What would you like to do?

Learn how your business partner can:

Upload Documents with Loan Connect

To Upload Documents:

Business partner logs into Loan Connect.
If the Authorization Code has not already been entered, the business partner enters the Authorization Code to gain access to the loan documents.
The Authorization Code is created by the Encompass user who sent the electronic document request from the eFolder. The Encompass user must contact the business partner to provide the Authorization Code. If authentication fails five times, the business partner will be required to print and wet sign the document.
Partner tasks are shown in the To Do Lists.
The business partner clicks Upload to upload wet-signed documents or Upload Documents to upload other required documents.
Business partner selects the files to upload.

The following file extensions are supported for Browse and Attach: pdf, doc, docx, txt, tif, jpg, jpeg, emf and xps formats.
Business partner clicks Upload.
After the files are uploaded to Loan Connect, the business partner can click My Uploads to view all uploaded documents for the loan file.