Guides & Documents

Encompass Innovation Journey - Quick Start Guide
Where to Start and How to Leverage ICE Mortgage Technology Innovations and Automation - This guide explains the key to innovating your Encompass instance is familiarizing yourself with the new tools and using them to improve and refine your current workflows for better efficiency and effectiveness. Review the support materials and training classes (links in the guide) that explains the key innovation tools, applications, and concepts.

Encompass Innovation Journey Playbook - Working with Encompass Innovation Playbooks
Our playbooks provide explicit steps and orchestrated examples to showcase and highlight ICE Mortgage Technology's newest innovations. The playbooks provide examples showcasing new Encompass functionality and concepts along with use cases and sample code that you can apply to your Encompass instance. Review this guide to understand the assumptions, prerequisites, and Encompass configuration that is required before you start working with the sample code and use cases provided in the playbooks.

Encompass Innovation Playbook - CREDIT via Workflow Automation
Credit Service Automation: Improve efficiency and controls of ordering credit reports—drive valuable notifications, automatically trigger enhanced conditions and tasks based on document and data returned from service provider.

Encompass Innovation Playbook - DISCLOSURES & FEES via Workflow Automation
Automation of Initial Disclosures and Fee Services: Ensure accurate data and timely sending of disclosures, as well as notification to inform users that manual intervention is needed.

Encompass Innovation Playbook - FLOOD  via Workflow Automation
Flood Service Automation: Automating the Flood Service Order upon receipt of Intent to Proceed, creating exception-based tasks and conditions when subject property is located inside a flood zone.

Encompass Innovation Playbook - REG B via Workflow Automation
Managing REG B Compliance Automation: Leverage automation to identify loans that need action to stay compliant with Reg B NOIA and credit decision requirements. Utilizes Notifications, Tasks and Schedulers.

Encompass Innovation Playbook - ADVERSE ACTION via tasks and notifications
Adverse Action workflow: Streamlines Adverse Action management by automating Tasks and real-time Notifications to ensure a consistent and efficient process.

Encompass Innovation Playbook - APPROVAL EXPIRATION via tasks and schedulers
Managing Approval Expiration: Proactively advise your staff of needed action on an expiring loan approval through automation and tasking.

Encompass Innovation Playbook - ASSETS (D1C) via tasks and conditions
Asset verification workflow for Day 1 Certainty: Streamline loan approval by automating tasks and conditions driven by data from electronic asset verification services and Desktop Underwriter.

Encompass Innovation Playbook - INCOME (D1C) workflow via tasks and conditions
Digital Income and Employment verification (Day 1 Certainty): Automatically track tasks and conditions based on DU and digital income data to streamline the loan cycle.

Encompass Innovation Playbook - SIMPLE TASKS workflow via tasks only
Getting started with Tasks: Leverages the Task framework and workflow rules to create an efficient way for users to identify work that is pending completion.