Guides & Documents

The Guides & Documents page provides the latest Encompass Investor Connect documents.

Lender Documentation

The content in this section provides guidelines for lenders working with partners via Encompass Investor Connect.

Encompass Investor Connect Lender User's GuideOctober 2022 - This guide provides configuration and workflow instructions for setting up and using Encompass Investor Connect.

Addenda to the Encompass Investor Connect Lender User's Guide

These addenda provide configuration or data entry information specific to individual Encompass Investor Connect partners. This information should be used in addition to the configuration and workflow instructions provided in the Encompass Investor Connect Lender User's Guide.


Angel Oak (November 2021)

AmeriHome (September 2021)

Blue Water Financial (September 2021)

Caliber (September 2021)

Chase (June 2021)

Colorado Housing & Finance Authority (January 2022)

Flagstar Bank (November 2020)

Franklin American Mortgage (September 2021)

Freedom Mortgage (September 2021)

Homepoint (September 2021)

MAXEX (September 2021)

Mr. Cooper (November 2021)

NewRez (September 2022)

Northpointe Bank Correspondent Lending (August 2022)

PennyMac (September 2021)

PHH Mortgage (February 2022)

Planet Home Lending Mortgage(May 2022)

Plaza Home Mortgage (November 2021)

Rushmore (September 2021)

The Money Source (TMS) (September 2021)

Truist (March 2022)

Wells Fargo (November 2020)

Warehouse Lenders

JPMorgan Chase(September 2021)

Northpointe Bank (February 2022)

Texas Capital Bank (September 2022)

Due Diligence

MetaSource (September 2021)

Encompass Investor Connect Feature Grid (November 2022) - View the Encompass Investor Connect features offered by each investor.

Encompass Investor Connect Best Practices Guide (October 2021) - Best practices for loan delivery efficiency.

Partner Documentation

The content in this section provides guidelines for Encompass Investor Connect partners, including investors, warehouse lenders, and due diligence providers.

Getting Started: Guide for Encompass Investor Connect Partners (June 2021) - Helpful tips and resources for getting started as an Encompass Investor Connect partner.