Getting Started with Encompass Investor Connect

New to Encompass Investor Connect? Encompass Investor Connect is a service that enables lenders to establish a secure system-to-system workflow with investors, warehouse lenders, and other service provider partners to ensure the delivery of accurate, compliant, and tamper-proof loan data and documents.

The following resources are available to help you learn how to use Encompass Investor Connect.

Encompass Investor Connect Online Help

This online help system provides comprehensive information, including detailed descriptions of features and tools plus step-by-step instructions for configuring and working with Encompass Investor Connect.

Guides & Documents

The Guides & Documents page contains the latest versions of Encompass Investor Connect documentation, including a lender guide.

Release Notes

The Release Notes include an overview of new Encompass Investor Connect features included in each product release and step-by-step instructions for using them.

Video Tutorial

The Video Tutorials page contains a video tutorial that teaches you how to access Encompass Investor Connect and submit data and document packages to investors.