Guides and Documents

This Guides and Documents page contains the latest versions of Encompass documents, including user guides, white papers, and field reference guides.

The Encompass Innovation Journey (Playbooks)

Encompass Innovation Journey - Quick Start Guide
Where to Start and How to Leverage ICE Mortgage Technology Innovations and Automation - This guide explains the key to innovating your Encompass instance is familiarizing yourself with the new tools and using them to improve and refine your current workflows for better efficiency and effectiveness. Review the support materials and training classes (links in the guide) that explains the key innovation tools, applications, and concepts.

Encompass Innovation Journey Playbook - Working with Encompass Innovation Playbooks
Our playbooks provide explicit steps and orchestrated examples to showcase and highlight ICE Mortgage Technology's newest innovations. The playbooks provide examples showcasing new Encompass functionality and concepts along with use cases and sample code that you can apply to your Encompass instance. Review this guide to understand the assumptions, prerequisites, and Encompass configuration that is required before you start working with the sample code and use cases provided in the playbooks.

Encompass Innovation Playbook - CREDIT via Workflow Automation
Credit Service Automation: Improve efficiency and controls of ordering credit reports—drive valuable notifications, automatically trigger enhanced conditions and tasks based on document and data returned from service provider.

Encompass Innovation Playbook - DISCLOSURES & FEES via Workflow Automation
Automation of Initial Disclosures and Fee Services: Ensure accurate data and timely sending of disclosures, as well as notification to inform users that manual intervention is needed.

Encompass Innovation Playbook - SIMPLE TASK workflows via tasks only
Task Framework is designed to help clearly identify work that needs to be done, who is responsible, and when it is due. The Task Pipeline creates a single, centralized source of truth so teams can stop jumping between emails, loan pipelines, dashboards, and scattered checklists to figure out what to do next. This playbook delivers one intuitive, prioritized schedule of work that is easy to follow, real-time visibility when new tasks are created or deadlines are approaching, and more.

Encompass Innovation Playbook - FLOOD via Workflow Automation
Flood Service Automation: Automating the Flood Service Order upon receipt of Intent to Proceed, creating exception-based tasks and conditions when subject property is located inside a flood zone.

Encompass Innovation Playbook - REG B via Workflow Automation
Managing REG B Compliance Automation: Leverage automation to identify loans that need action to stay compliant with Reg B NOIA and credit decision requirements. Utilizes Notifications, Tasks and Schedulers.

Encompass Innovation Playbook - ADVERSE ACTION via tasks and notifications
Adverse Action workflow: Streamlines Adverse Action management by automating Tasks and real-time Notifications to ensure a consistent and efficient process.

Encompass Innovation Playbook - APPROVAL EXPIRATION via tasks and schedulers
Managing Approval Expiration: Proactively advise your staff of needed action on an expiring loan approval through automation and tasking.

Encompass Innovation Playbook - ASSETS (D1C) via tasks and conditions
Asset verification workflow for Day 1 Certainty: Streamline loan approval by automating tasks and conditions driven by data from electronic asset verification services and Desktop Underwriter.

Encompass Innovation Playbook - INCOME (D1C) workflow via tasks and conditions
Digital Income and Employment verification (Day 1 Certainty): Automatically track tasks and conditions based on DU and digital income data to streamline the loan cycle.

Encompass eClose

The following guides and resources provide complete instructions and requirements for setting up and using Encompass eClose, along with helpful tips, frequently asked questions, and more.

Encompass eClose User Guide: This guide incorporates role-specific responsibilities and an overview of what steps must be taken by members of your organization to perform an eClosing. This guide also includes an overview of the steps required by settlement agents in Simplifile when performing an eClosing.
Encompass eClose Quick Start Setup Guide: This guide, intended for Encompass administrators, describes the System Requirements and Encompass persona settings that must be met and configured to enable users to utilize the eClose workflow.
Encompass eClose Project Management Guide: This is a best practices guide for implementing hybrid eClosing across your organization. The key message provided here is that buy-in across the organization is required for success with eClose. A checklist of activities and change management milestones are also included in this guide.
eClose FAQs: This document provides answers to Frequently Asked Questions around Encompass eClose.
eClosing with Simplifile Tip Sheet: Intended for settlement agents in Simplifile to explain how to access the loan, download the document package, and managing the documents based on their eSign status.

Please visit the Encompass eClose page in the Resource Center for access to these guides and resources, on-demand webinars, videos, and more helpful information for using Encompass eClose.