Administrator Settings Overview

Use the features and tools in the Encompass Consumer Connect administration portal to manage and configure Encompass Consumer Connect.

These settings and tools are available on the left navigation menu of the administration portal.

Administrator Settings

Incomplete Applications

Locate and preview incomplete applications, submit them to Encompass and convert them to a loan.

Borrower Lookup

Find a borrower, temporarily reset a borrower's password, check a borrower's verification status and resend the verification email if necessary.

Website Builder

Set up a custom URL and connect loan application recipients and folders.

Loan App Settings

Determine the style of the loan application to use on the site, specify the loan types and whether to include ARM and CHARM disclosures. Also, control whether applicants are required to create an account before applying for a loan.

Loan Template Rules

Create and organize loan template rules.

Services Management

Enable or disable services such as Order Credit, EPPS, Automated Underwriting, and Asset Verification.

Borrower Loan Portal

Control whether borrowers can upload files outside of a task, if contact information for the loan officer and loan processor is shown to the borrower, and control password requirements for borrower accounts.

Email Notification

Set up confirmation and system email notifications.