New Features & Forms in Version 23.1 (Broker Edition)

(Updated on 3/28/2023)

From the Encompass Home page, Encompass WebCenter and Loan Center users with persona access can now click the Manage your Consumer Connect Portal link to access their Encompass Consumer Connect Admin portal (i.e., the Consumer Connect Admin page). There WebCenter and Loan Center administrators can set up and manage a Consumer Connect Basic website, and users can look up borrowers and review website statistics.

If you are still using Encompass WebCenter or Encompass Loan Center, we encourage you to transition to Consumer Connect to reap the benefits of a more modern, intuitive workflow for your borrowers and advanced configuration options. For instructions to create a new Consumer Connect Basic website, please refer to the Transitioning to Encompass Consumer Connect guide. 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.

This Manage your Consumer Connect Portal link is provided in the Consumer Connect Administration module in the right column on the Home page. This module displays for all Encompass users, but only administrators, loan officers, and users who have WebAdmin and WebContent persona access can open the Consumer Connect administration portal by clicking the link. For all other users, clicking the link displays a “Not Authorized” message.