Guides and Documents

Encompass Innovation Journey

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 Playbooks - 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 Journey Playbooks - Automating Conditions and Task Workflows for Service Orders
Use this playbook to review explicit steps and orchestrated examples that showcase and highlight how to automate conditions and task workflows for service orders. The playbook provides use case examples and all the components required to build the use cases. Various tabs dedicated to each use case are provided with detailed configuration examples at the bottom of the workbook.

Encompass Innovation Journey Playbooks - Managing Tasks and Workflow Rules
Use this playbook to review explicit steps and orchestrated examples that showcase and highlight how to create a tasks list and select those tasks for a workflow rule resulting action. The playbook provides use case examples and all the components required to build the use cases. Various tabs dedicated to each use case are provided with detailed configuration examples at the bottom of the workbook.

Encompass Mobile

My Home Loans Mobile App User Guide
This guide introduces the My Home Loans mobile app, which provides borrowers with mobile access to features from the borrower portal, including loan applications, online calculators, and direct contact with one or more lenders. The guide offers instructions to administrators to customize the borrower mobile experience, tailoring the language and layout from their Encompass Consumer Connect site to create a focused solution, providing exactly what borrowers need to get their questions answers, initiate a loan application, or run the numbers using the curated calculators within the app.

Encompass LO Mobile App User Guide
This guide introduces the Encompass LO mobile app, which gives mobile access to leads and loans to loan officers and lenders, allowing them to immediately respond to interested prospects to ensure retention and conversion, monitor the status of an existing loan or an eSign package, and follow up with clients, all from outside of the office.