Home Page
The Home Page is the first screen you see after logging in. It is a central location where you can view important information about the loans in your Pipeline. Information is contained in modules that can be configured to display a range of loan data and other business-related information. Links on the modules allow you to quickly access loan files, tools, and other resources.
Modules
Your Home Page can be configured by selecting modules that display the data you need. For example, there are modules that show loans with alerts, your appointments, industry-related news, or links to external websites. Click a link within a module to access related information. For loan data, the link typically opens the loan on the Loan tab or opens the Pipeline tab to display loans that match the criteria in the module.
Modules are arranged in three columns on the Home Page. Modules in the left and center columns are configurable. You can add, remove, reposition, or edit the settings for these modules. The three modules in the right column are permanent and cannot be removed, repositioned, or edited.
Configurable Modules
The first time you log in, the Home Page displays the default modules that your administrator has configured for your persona. If you have permission, you can add, remove, reposition, and edit the settings for up to 12 configurable modules that display in the left and center columns.
The ability to add or remove modules is controlled by the administrator on the Persona settings.
Add Modules
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Click the Add Modules link on the upper-right of the Home Page.
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When the Add Modules screen opens, select checkboxes for one or more modules to add, and then click the Add Selected Module button in the upper-right.
A message at the top of the Add Modules screen describes the number of modules currently on the Home Page and the number of additional modules you can select.
Move Modules
Edit Modules
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Click the Options icon in the upper-right corner of the module. 
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To change the module color, click a color on the palette.
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Or, to change the module preferences, click Preferences, adjust the settings, and click Save.
The options for Preferences vary by module. Commonly available options include adjusting the number of items in the module, setting a time frame for the data, or adding a website URL.
Remove Modules
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Click the Options icon in the upper-right corner of a module.
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Click Remove this module, and then click OK on the confirmation message.
Duplicate Modules
Some modules have an option that allows you to create a duplicate of the module.
Admin Whiteboard
Admin personas can use the Admin Whiteboard module to create messages that are visible on other Encompass users' home pages. An admin can also create multiple duplicate Admin Whiteboard modules and edit the content for each whiteboard as needed.
Add or Edit a Message
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Click the Options icon on the upper-right of the Admin Whiteboard, and then click Preferences.
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Type a message in the text box, and then use the icons above the text box to format, copy, cut, paste, find, replace, and remove formatting from text.
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Or, click the Source button on the upper-left to create a message by entering HTML code.
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When finished, click Save.
Permanent Modules
The right column contains modules that display product-related messages, product resources, and your account information. These modules are permanent and cannot be removed or repositioned.
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ICE Mortgage Technology Messages - View messages from ICE Mortgage Technology, providers of Encompass.
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Encompass Resource Center - Access the Encompass Resource Center, where you will find resources (including a knowledge base) that help you learn to use Encompass; plus access to the ICE Mortgage Technology Compliance Center, where you can view compliance updates that have been made to Encompass.
- Click Go to the ICE Mortgage Technology Academy to view user training schedules and register for classes offered by ICE Mortgage Technology's Training and Education team.
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Marketplace - Click the Go to the Marketplace link to visit the Market Place, which is a marketing and digital distribution platform for solutions developed using APIs on the Encompass Platform. It enables partners to enroll, build, publish, list, market, and distribute the contracted solutions and services for Encompass users.
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My Account - View and access your account information and user profile from one location.
- Click Manage My Account to view your product licenses, view and pay invoices, and view transactions. There you can also view or change your name, email address, phone number, and primary role.
- WebCenter
Administration - Click the TPO WebCenter Administration link to update pages, manage settings, and view site statistics for the Encompass TPO Connect websites associated with your company
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Consumer Connect Administration - Administer your Encompass Consumer Connect website pages, settings, and more. All Encompass users can use the Manage your Consumer Connect Portal link to access their Encompass Consumer Connect web site Admin portal (i.e., the Consumer Connect Admin page). There you can manage your site pages and review site statistics. If your company has not yet created or published an Encompass Consumer Connect site, you can still use this link to visit the Consumer Connect Admin page to explore the settings and create your site.
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For instructions for creating a new site, please refer to the Transitioning to Encompass Consumer Connect guide. This guide is for Encompass WebCenter and Encompass Loan Center administrators who want to transition to an Encompass Consumer Connect Basic website. It includes information about Basic websites and provides instructions for setting up and customizing a new borrower portal. This guide also describes the borrower experience of logging into the portal and accessing packages, and how lenders can use the Borrower Lookup tool to find borrowers and loan applications.
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Encompass CRM - Manage your contacts and marketing campaign settings and emails via Encompass CRM.
- Customization Reporting - The Customization Reporting tool can be used to assist Encompass administrators in moving from Encompass to the Encompass Lending Platform by providing visibility into the custom code used in custom forms, the advanced code used in business rules and custom fields, as well as the plugins and SDK apps currently in use with Encompass. Click here to learn more.
System Alerts
Periodically a system alert may display in a banner that spans all three columns at the top of the tab. These alerts contain information about maintenance renewal and technical issues. System alerts are visible only if the information in the alert is relevant to the user's persona.