Deliver Loans to Partners via Encompass Investor Connect
Encompass Investor Connect Lender User's Guide
Encompass Investor Connect Help Website
Use the Deliveries application to submit data and documents to partners for selected loans. In order to use this application, your partner must be integrated into the Encompass Investor Connect service, your administrator must configure partners, and grant personas permission to access the feature in the Personas setting, among other settings requirements.
Encompass Investor Connect is a service that enables lenders to establish a secure system-to-system workflow with correspondent investors, ensuring the delivery of accurate, compliant, and tamper-proof loan data and documents. Encompass Investor Connect is bundled with the web version of Encompass and is accessible by any authorized web version of Encompass user from the App Launcher at no additional charge. The service enables authorized users to select a batch of loans on the Deliver Loans tab and deliver data and documents directly to an integrated investor:
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Supporting documents in a specified stacking order
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A loan data file (ULDD, ULAD, ILAD, UCD, Fannie 32, or custom data set)
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Additional Encompass fields can be added to the package on request in a JSON file
The web version of Encompass then saves the package to a secure, configurable network location accessible to the investor.
For detailed information and instructions on configuring Encompass Investor Connect and completing the loan delivery workflow, please refer to the Encompass Investor Connect Lender User's Guide or visit the Encompass Investor Connect online help.