Guides & Documents

The Guides & Documents page contains the latest versions of the web version of Encompass documents in PDF file format.

Using the Web Version of Encompass

Working with Task-Based Workflows Setup Guide

Configuring Automated Workflows

Workflow Automation Best Practices

Working with Enhanced Conditions

Encompass eFolder User Guide

Encompass Web Input Form Builder User's Guide

Encompass Web Customization Developer's Guide

Installing and Pairing PingID - Apple

Installing and Pairing PingID - Android

Setting Up MFA on the Encompass Lending Platform

Setting Up SSO for Encompass Products Guide

FAQ – Deprecation of Legacy Service Ordering in 2025

Using and Configuring Services Management

Automated Service Ordering (ASO) Best Practices

Encompass Partner Connect™ for Credit (EPC Credit) User Guide

Underwriting Center Guide

Mortgage Insurance (MI) on Encompass Partner Connect (EPC) FAQ

MI (Mortgage Insurance) Center in Encompass

Mortgage Insurance Center in Encompass: Arch MI

Mortgage Insurance Center in Encompass: Enact

Mortgage Insurance Center in Encompass: Essent Guaranty Integration

Mortgage Insurance Center in Encompass: MGIC

Mortgage Insurance Center in Encompass: National MI

Mortgage Insurance Center in Encompass: Radian

Prospect Engagement - Web Version of Encompass Administrator and User Guide