Product System Requirements and Compatibility Matrix
Before installing Encompass or other products offered by ICE Mortgage Technology, verify the system requirements detailed in this document. When installing Encompass, additional third-party applications (such as Amyuni PDF Converter) are installed by the Encompass Installation Manager if the applications are not already on your computer.
System requirements are subject to change as ICE Mortgage Technology updates the software to accommodate new features and regulation requirements.
This compatibility matrix provides information about the interoperability of the ICE Mortgage Technology suite of products and various components, operating systems, browsers, and other products. Refer to this Legend to understand the Recommended, Supported, Not Supported, and Incompatible designations in the matrices.
Please also refer to the Firewall IP Allow List to help ensure that you have included the URLs and IP addresses that are required to access ICE Mortgage Technology products and services on your allow list.
Legend
| Key | Meaning |
|---|---|
|
Recommended |
Fully Supported. We recommend this combined platform for the best |
|
Supported |
We support usage of this version and will fix issues that are found. |
|
Not Supported |
We have not tested and do not support usage of this version, |
|
Incompatible |
We have tested this version and it does not work with our solution. |
Minimum requirements are based on the computer running the operating system, the Microsoft Office application and Encompass. Other applications running on the computer have their own requirements that need to be taken into consideration.
Minimum Internet connection requirements are based on average bandwidth usage. Bandwidth usage varies based on the number of users accessing items over the Internet, as well as the Encompass features and other applications being accessed over the Internet. In general, additional bandwidth will improve the user experience during peak usage periods, for example, during month-end closing.
Only the Recommended and Supported items indicated in this compatibility matrix have been tested for certification with Encompass. Any third-party applications that you may use within your installation must be independently tested for compatibility and will not be recognized as compatible with the Encompass Platform by ICE Mortgage Technology.
ICE Mortgage Technology supports only the current and previous 1 (one) major release version of Encompass (i.e., the last major release version prior to the most current major release version). Encompass features, function, and all ancillary services dependent on Encompass are not designed to function or retain compatibility with an unsupported version. ICE Mortgage Technology does not release product changes to unsupported versions of our products and services.
Accessibility Note: Any accessibility features available for products when accessed via web browser on a computer may or may not be available when accessed via mobile device or tablet, despite being listed as Recommended or Supported.
The system requirements represented here reflect a single instance of Encompass running on a user's workstation. It is not recommended to run more than a single Encompass user session while operating with the minimum requirements listed in this document. Encompass response times will be impacted with multiple user sessions running concurrently, commensurate with the system hardware and network specs listed in this document.
Encompass
| Encompass | 23.3 | 23.2 | |
|---|---|---|---|
| Bandwidth | Internet Speed | A broadband Internet connection supporting a minimum of 1.5 Mbps up and downstream bandwidth, per concurrent bandwidth user, available for Encompass at point of ingress/egress. | |
| CPU |
- Intel Core i3, i5, or i7 @ 2.8GHz (minimum) - Intel Core i5 or i7 @ 3.3GHz (recommended) - or equivalent AMD For each client machine where Encompass is installed (i.e., the Encompass smart client) a minimum of 2 cores is recommended |
- Intel Core i3, i5, or i7 @ 2.8GHz (minimum) - Intel Core i5 or i7 @ 3.3GHz (recommended) - or equivalent AMD For each client machine where Encompass is installed (i.e., the Encompass smart client) a minimum of 2 cores is recommended |
|
| Memory (RAM) |
Windows 10 8GB (minimum) for 64-bit 12GB recommended for 64-bit |
Windows 10
8GB (minimum) for 64-bit 12GB recommended for 64-bit |
|
|
Windows for 32-bit systems is not formally tested or supported. You may continue to install and use Encompass 19.3 (andearlier) in these 32-bit systems, but ICE Mortgage Technology will not provide support to address issues that may occur. Windows running on 64-bit operating systems can process more RAM compared to 32-bit operating systems (which are limited to 4 GB of addressable memory). Hence, we strongly recommend a 64-bit system (with larger memory as mentioned in this table) over a 32-bit system. System degradation has been observed for users on 32-bit operating systems when using Document Conversion or multiple applications in addition to Encompass. The minimum 8GB memory recommendation assumes the customer’s computer memory utilization is below 85%. If your computer is utilizing 85% or more memory, Encompass performance and features may be negatively impacted. Consider closing other applications or upgrading your computer’s memory capacity if utilizing more than 85% with Encompass open. |
|||
| Hard Drive Space | Minimum 700 MB or 25% free space, whichever is greater; 4GB is recommended | Minimum 700 MB or 25% free space, whichever is greater; 4GB is recommended | |
| Monitor Resolution | 1024 x 768 or greater | 1024 x 768 or greater | |
| The monitor resolution recommendations above are for use with a zoom level of 100% or less. Some Encompass features may become inoperable for zoom levels above 100%. | |||
| Third-Party Framework | Microsoft .NET 4.8 Framework (full)* | Supported | Supported |
| Citrix | Not Supported | Not Supported | |
| Microsoft Terminal Services | Not Supported | Not Supported | |
| *Refer to KA 000114651 for additional information about Microsoft .NET framework. | |||
| Standard Encompass Installations Workstation Operating Systems (64-bit only) | Windows 10 (version 22H2) |
Supported | Supported |
| Windows 11 (version 22H2) |
Supported | Supported | |
|
Only 64-bit versions are supported for all listed Operating Systems. Operating system virtualization software, such as Parallels for Mac and VMWare, is not supported. Windows running on 64-bit operating systems can process more RAM compared to 32-bit operating systems (which are limited to 4 GB of addressable memory). Hence, we strongly recommend a 64-bit system (with larger memory as mentioned in this table) over a 32-bit system. System degradation has been observed for users on 32-bit operating systems when using Document Conversion or multiple applications in addition to Encompass. Earlier versions of Microsoft .NET framework and Windows operating systems previously listed in this Matrix are removed when they have reached their end of lifecycle according to Microsoft policies. For more information on past and current Windows 10/11 and Windows Server releases, visit Microsoft’s Windows Release Information page and Windows Lifecycle FAQ page. |
|||
| Non-Standard Encompass Installations Server Operating Systems (64-bit only) |
Windows 2019 Server | Supported | Supported |
|
Only 64-bit versions are supported for all listed Operating Systems. Operating system virtualization software, such as Parallels for Mac and VMWare, is not supported. Windows running on 64-bit operating systems can process more RAM compared to 32-bit operating systems (which are limited to 4 GB of addressable memory). Hence, we strongly recommend a 64-bit system (with larger memory as mentioned in this table) over a 32-bit system. System degradation has been observed for users on 32-bit operating systems when using Document Conversion or multiple applications in addition to Encompass. Earlier versions of Microsoft .NET framework and Windows operating systems previously listed in this Matrix are removed when they have reached their end of lifecycle according to Microsoft policies. For more information on past and current Windows 10/11 and Windows Server releases, visit Microsoft’s Windows Release Information page and Windows Lifecycle FAQ page. |
|||
| Application Dependencies | Office 2019 |
Supported |
Supported |
| Office 365 (version 2202) |
Supported |
Supported |
|
| Adobe Reader DC | Supported | Supported | |
| Browsers | Microsoft Edge |
Supported (Please ensure the Display intranet sites in Compatibility View option is selected in Compatibility View settings) |
Supported (Please ensure the Display intranet sites in Compatibility View option is selected in Compatibility View settings) |
Microsoft Office Online and/or online app versions of Office products (such as Word Online) are not supported. You must be using a licensed, local version of Office products installed on your computer when working with Encompass.
Click-to-Run versions of Office 365 and Encompass are tested and supported. See KA #36092 for steps to check your Click-to-Run Office version number.
Microsoft Office versions are tested with the Microsoft Windows builds listed in the Standard Encompass Installations and Non-Standard Encompass Installations sections above.
* *Refer to KA 114063 in the Resource Center for an update on Internet Explorer (IE11) support in Encompass.
Encompass (Web Version)
| Encompass (Web Version) | ||
|---|---|---|
| Desktops & Laptops |
Windows 10.X or higher
|
Recommended |
|
MacOS X (current version)
|
Recommended | |
| Tablets (Landscape models) |
Apple iPad and iPad Pro running iOS 15 or higher
|
Recommended |
|
Samsung Galaxy tablets running Android 12 or higher
|
Recommended | |
| Phones | Apple iPhone X running on iOS 15 or higher | Recommended |
| Samsung Galaxy S22 or higher running on Android 12 or higher | Supported | |
Data & Document Automation
| Data & Document Automation Admin | ||
|---|---|---|
| Operating System
(for Desktop access only) |
Microsoft Windows 7, 8 or 10 (32-bit or 64-bit) |
Supported |
| Browsers
(for Desktop and Web access) |
|
Supported |
| Browser Requirements | JavaScript enabled | Recommended |
| Browser Pop-up Settings | Browser pop-up settings should be set to allow pop-ups for the specific Data & Document Automation domain website your company is using to access the system. | Recommended |
| Browser Toolbars | For improved usability and productivity in the browser, it is recommended to turn off as many browser toolbars to release screen-estate for the Data & Document Automation applications. | Recommended |
Mortgage Analyzers
| Mortgage Analyzers | ||
|---|---|---|
| Operating System |
Microsoft Windows 7, 8 or 10 (32-bit or 64-bit) |
Supported |
| Mac | Not Supported | |
| Mobile (Android/iOS/iPadOS/etc) | Not Supported | |
| Browsers |
Chrome (current version) |
Supported |
| Firefox (current version) | Supported | |
| Microsoft Edge (current version) | Supported | |
| Safari (current version) | Not Supported | |
Data & Document Automation Desktop
| Data & Document Automation Desktop | |||
|---|---|---|---|
| Memory |
6 GB of RAM minimum (8 GB RAM preferred) |
Recommended | |
| Processor | Quad-Core i5 processor 3.5 Ghz or faster | Recommended | |
| Operating System | Microsoft Windows 7, 8 or 10 (64-bit) | Supported | |
| Storage | At least 3 GB of free space for document caching | Recommended | |
| Monitor size | 22” monitor or greater | Recommended | |
| User account | Write access to the local machine | Recommended | |
| Write access to the local public folder | Recommended | ||
| Write access to the Windows Program Data directory | Recommended | ||
| Access to local printers | Recommended | ||
| Scanners* | Image resolution | Between 200-300 DPI | Recommended |
| Image quality | Black and White (Text only recommended for all form documents) | Recommended | |
| Color (Only for high color documents such as Appraisals, Passports, etc.) | Recommended | ||
| Grayscale | Not Recommended | ||
| Page Orientation | Autofeed scanners should be set to detect mixed letter and legal pages. Image detection should be set to rotate all images to the portrait page orientation. | Recommended | |
| Scanners with email | An email function on a scanner may be configured to automatically email a scan directly into Data& Document Automation by using one of the system's inbound email addresses. If the scanner has an editable email subject line for scanned transmissions, a folder attribute can be entered to route the scanned file directly into the folder. | Recommended | |
| * There is no preferred scanner brand or model. Data and Document Automation Desktop is compatible with any scanner that can produce a PDF or TIF file. Images should be scanned with the following settings to maximize performance and maintain small packages that may be sent/uploaded to investors. | |||
| Application Dependencies | Microsoft Visual C++ Redistributable 2010 x64
(This library must be installed before Data& Document Automation Desktop) |
Supported | |
| Microsoft Visual C++ Redistributable 2015 x86
(This library is included into the installer) |
Supported | ||
| Microsoft Visual C++ Redistributable 2015 x64
(This library is included into the installer) |
Supported | ||
Data & Document Automation Guest
| Data & Document Automation Guest | ||
|---|---|---|
| Browsers
(for Desktop and Web access) |
|
Supported |
| Browser Requirements |
JavaScript enabled |
Recommended |
Data & Document Automation Web
| Data & Document Automation Web | ||
|---|---|---|
| Operating System | Microsoft Windows 7, 8 or 10 (64-bit) | Supported |
| Browsers |
|
Supported |
| Browser Pop-up Settings | Browser pop-up settings should be set to allow pop-ups for the specific Data & Document Automation domain website your company is using to access the system. | Recommended |
| Browser Toolbars | For improved usability and productivity in the browser, it is recommended to turn off as many browser toolbars to release screen-estate for the Data & Document Automation applications. | Recommended |
Encompass Product & Pricing Service (EPPS)
| Encompass Product & Pricing Service (EPPS) | ||
|---|---|---|
| Browsers | Chrome (current version) | Recommended |
| Microsoft Edge | Supported | |
| Mozilla Firefox | Not Supported | |
TQL Services
| TQL Services | ||
|---|---|---|
| Browsers | Microsoft Edge | Supported |
| Adobe Reader | Adobe Reader XI | Not Supported |
| Adobe Reader DC | Supported |
Mavent Compliance Service
| Mavent Compliance Service | ||
|---|---|---|
| PDF Reader | Acrobat Reader (9.x) | Supported |
| Acrobat Reader (10.x) | Supported | |
| Acrobat Reader (11.x) | Supported | |
| Acrobat Pro (9.x) | Supported | |
| Acrobat Pro (10.x) | Supported | |
| Acrobat Pro (11.x) | Supported | |
| Acrobat Pro (DC) | Supported | |
| Browsers | Chrome (current version) | Supported |
| Microsoft Edge (current version) | Supported |
AllRegs
| AllRegs | ||
|---|---|---|
| Browsers | Chrome (Current Version) | Supported |
| Microsoft Edge | Supported | |
| Firefox (current version) | Supported | |
| Workstation Operating Systems | Windows 10 | Supported (Windows 10 April 2018 (version 1803) is the minimum recommended version) |
Encompass TPO Connect
| Encompass WebCenter, Encompass TPO Connect | ||
|---|---|---|
| Desktops & Laptops |
Windows 7, 8.X, and 10
|
Recommended |
|
Mac OS X (current version)
|
Supported | |
| Tablets |
Not Supported |
|
| Phones | Not Supported | |
Encompass Consumer Connect
| Encompass Consumer Connect | ||
|---|---|---|
| Desktops & Laptops |
Windows 10.X or higher
|
Recommended |
|
MacOS X (current version)
|
Recommended | |
| Tablets (in Landscape mode) |
Apple iPad and iPad Pro running iOS 15 or higher
|
Recommended |
|
Samsung Galaxy tablets running Android 12 or higher
|
Recommended | |
| Phones | Apple iPhone X running on iOS 15 or higher | Recommended |
| Samsung Galaxy S22 or higher or running on Android 12 or higher | Supported | |
Velocify by ICE Mortgage Technology - LeadManager, Dial-IQ, LoanEngage, Pulse
| Velocify by ICE Mortgage Technology - LeadManager, Dial-IQ, LoanEngage, Pulse | ||
|---|---|---|
| Desktops & Laptops |
Windows 7, 8.X, 10, Vista, and XP SP3 Please ensure that your browser is set up to accept cookies and that JavaScript is enabled |
Supported |
|
Mac OS X (current version) |
Not Supported* | |
| Browsers |
Most recent stable versions:
|
Supported |
| Phones & Tablets) |
LoanEngage uses responsive web design in Microsoft Edge and Chrome (current stable versions) |
Supported (LoanEngage) |
| Softphone Software (to enable voice over Internet Protocol (VoIP) calls) |
JavaScript must be enabled; Firewall should be set to allow RTMP, TCP, and HTTP traffic on the following ports: 1935, 843, 80, and 443. Velocify Pulse requires that the Softphone modal be open on a second monitor (not the same monitor that Velocify Pulse is rendered on). |
Required |
| Monitor Resolution | 1280 x 1024 or greater (to ensure proper rendering of LeadManager on your supported browser) | Recommended |
| Internet Connectivity & Bandwidth |
|
Recommended |
Note: This recommendation does not apply when using a traditional landline or cell phone. |
Recommended | |
|
Lead Manager and Loan Engage are only supported in one browser tab at a time and clearing your browser cache and cookies regularly is highly recommended to avoid potential feature issues that may occur when working in multiple browser tabs. Velocify Pulse is supported up to a maximum of 5 open Salesforce browser tabs to ensure Dial-IQ can perform optimally. Clearing browser cache and cookies is recommended when switching between Sandbox orgs and Production. |
||
|
Recommended | |
|
||
| * Velocify products are not formally tested or supported on Mac OS. That said, no issues have been observed with users using LeadManager on Mac OS X 12.x or above. | ||
Insights
| Insights | ||
|---|---|---|
| Desktops & Laptops |
Chrome (Current Version) |
Recommended |
|
Microsoft Edge (Current Version) |
Recommended | |
| Firefox (Current Version) | Supported | |
| Monitor Resolution | 1366 x 768 or higher | Recommended |
| Tablets |
Chrome (Current Version) |
Recommended |
|
Microsoft Edge (Current Version) |
Recommended | |
| Safari (Current Version) | Supported | |
| Firefox (Current Version) | Supported | |
| For tablets, the Landscape view is recommended. The Portrait view is not recommended. | ||
| Screen Resolution | 1024 x 768 or higher | Supported |
| Phones | Not Supported | |
Encompass CRM, Loan Center, Appraisal Center, and Title Center
| Encompass CRM, Loan Center, Appraisal Center, and Title Center | ||
|---|---|---|
| Desktops & Laptops |
Windows 7, 8.X, and 10
|
Recommended |
|
Mac OS X (current version)
|
Recommended | |
| Tablets (in Landscape & Portrait* mode) |
Apple iPad Air, IPad Air 2, iPad mini 2, or iPad mini 3 running iOS 8.1.1 or higher
|
Recommended |
|
Google Nexus 10-inch tablets running Android 4.4 or higher
|
Recommended | |
|
Apple iPad 3 or iPad 4 running iOS 8.1.1 or higher
|
Supported | |
|
Google Nexus 7-inch and 9-inch tablets running Android 4.4 or higher
|
Supported | |
| Responsive Web Design* | Supported | |
| Phones | Not Supported | |
| * Portrait mode and responsive web design support applies to Encompass CRM only | ||