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Application Dependencies |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE®Data & Document Automation™ Admin Site |
ICE®Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE®Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan® Program |
Velocify® |
Velocify Pulse® |
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Microsoft Office
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Office 365 (version 2302) |
Office 365 (version 2302) |
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Office 365 (version 2302) |
Office 365 (version 2302) |
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Document Reader |
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Adobe Reader DC |
Adobe Reader DC |
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Adobe Reader DC |
Adobe Reader DC |
Adobe Reader DC |
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Microsoft Visual C++ Redistributable *These libraries are included in the installer. |
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Microsoft Office Compatibility
The following details outline the supported and unsupported Microsoft Office versions for optimal compatibility with Encompass, along with related system requirements.
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Click-to-Run versions of Office 365 are tested and supported for use with Encompass.
Access step-by-step instructions to locate the Click-to-Run version number of your Microsoft Office installation, including details on compatibility and update channels.
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To work with Encompass, it is recommended to use a licensed, locally installed version of Microsoft Office products on your computer.
Unsupported Versions
- Microsoft Office Online or online app versions (e.g., Word Online) are not supported.
- The new version of Outlook, introduced by Microsoft in August 2024, is not supported at this time.
Compatibility Testing
Microsoft Office versions have been tested with the Windows builds outlined in the Standard Encompass Installations and Non-Standard Encompass Installations sections.
Internet Explorer (IE11) Update
Stay updated on Internet Explorer (IE11) support in Encompass by accessing the latest information.
Click-to-Run is a Microsoft technology designed to streamline the installation and updating of Office products. It enables users to begin using Office applications almost immediately by streaming the software from the internet without needing to wait for the full download. This method also helps keep Office products up-to-date by allowing automatic background updates, aimed at providing the latest features and security improvements. Click-to-Run is typically used with Office 365 (now Microsoft 365) and other subscription-based Office products.
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Bandwidth |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE® Data & Document Automation™ Admin Site |
ICE® Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE® Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan® Program |
Velocify® |
Velocify Pulse® |
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Internet Speed
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1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
1.5 Mbps or higher upstream and downstream 3.0 Mbps or higher upstream and downstream |
Encompass®
For Encompass, the specified bandwidth requirements apply to both ingress and egress data.
This setup helps ensure that Encompass operates effectively with both incoming and outgoing data flows.
Ingress is a term that describes incoming data or traffic entering a network or system from an external source.
Egress is a term that refers to outgoing data or traffic exiting a network or system to an external destination.
Velocify® and Velocify® Pulse
The following connectivity, bandwidth, and hardware requirements are recommended to help optimize performance and functionality when using LeadManager, LoanEngage, Velocify Pulse, and Dial-IQ features. Adhering to these recommendations can mitigate performance issues and promote a seamless user experience.
LeadManager
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A minimum of 100 kbps per user (upload and download) is recommended.
LeadManager with Dial-IQ enabled
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A minimum of 200 kbps per user (upload and download) is recommended when using a softphone or Voice over Internet Protocol (VoIP) desk phone.
This recommendation does not apply when using a traditional landline or cell phone.
For Velocify and Velocify Pulse, it is required that the Softphone modal be displayed on a second monitor, separate from the monitor displaying Velocify Pulse.
Dial-IQ with traditional landline
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One available inbound line per active user is required.
Dial-IQ places one inbound call per agent to initiate an outbound call.
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Standard USB headsets are recommended for use with the Dial-IQ softphone, and echo-suppression-enabled headsets are preferred for optimal performance.
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LeadManager and LoanEngage are supported in only one browser tab at a time.
Clearing browser cache and cookies regularly is highly recommended to avoid potential feature issues when using multiple browser tabs.
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Velocify Pulse supports a maximum of five open Salesforce browser tabs to ensure optimal performance of Dial-IQ.
Clearing browser cache and cookies is also recommended when switching between Sandbox organizations and Production.
A softphone, short for "software telephone," is a software application that enables users to make telephone calls over the internet using a computer or mobile device.
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Softphones are commonly used in Voice over Internet Protocol (VoIP) systems, which transmit voice data over the internet rather than traditional telephone lines.
Dial-IQ is a software solution designed to enhance communication and workflow for users in the mortgage and finance industries. It typically integrates with customer relationship management (CRM) systems, allowing users to make and receive calls directly from the application. The Dial-IQ softphone facilitates voice communication through Voice over Internet Protocol (VoIP), enabling users to connect with clients more efficiently.
Key features often include:
- Integrated Dialing: Users can initiate calls directly from their CRM or other applications without needing a traditional phone.
- Call Tracking: It may offer functionalities for tracking call history and recording conversations for compliance and training purposes.
- Support for Headsets: The software usually supports USB headsets to improve call clarity and user comfort.
- Enhanced Productivity: By streamlining communication processes, it aims to boost productivity for sales and support teams.
Voice over Internet Protocol (VoIP) is a technology that allows voice communication and multimedia content to be transmitted over the Internet.
Key Features:
- Digital Conversion: Converts audio signals into digital data packets for transmission.
- Cost-Effectiveness: Potentially reduces costs compared to traditional telephone services.
- Communication Formats: Supports voice calls, video calls, and messaging.
- Integration: Can integrate with other communication tools and services to enhance functionality.
Internet Speed
Unless otherwise noted, the specified minimum internet speed denotes the required threshold for the product.
- For each concurrent user, a broadband internet connection is necessary to ensure sufficient bandwidth for basic functionality.
- This setup supports general use, with additional bandwidth improving performance during high-traffic periods, such as month-end closings.
Minimum internet connection requirements are based on average bandwidth usage, which can vary depending on the number of users and other applications or features being accessed concurrently.
While the minimum requirement supports basic functionality, higher bandwidth may enhance overall performance.
We recommend using an internet speed testing tool, such as Speedtest by Ookla, to assess your computer's bandwidth. Please note that this is an external site and not part of ICE Mortgage Technology services. There are also other similar tools available.
Internet Speed refers to the rate at which data is transferred between a user's device and the internet. It is measured in megabits per second (Mbps) and affects how quickly users can upload, download, and interact with online content. Internet speed typically includes:
- Download Speed: The rate at which data is received from the internet.
- Upload Speed: The rate at which data is sent to the internet.
Higher internet speeds are intended to support quicker load times, smoother streaming, and more efficient online interactions.
Bandwidth refers to the maximum rate at which data can be transferred over a network or internet connection within a given timeframe, typically measured in bits per second (bps). It indicates the capacity of the connection and influences the speed and performance of data transmission, affecting activities such as streaming, downloading, and online gaming. Higher bandwidth allows for more data to be transmitted simultaneously, resulting in faster and smoother online experiences.
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Browser Support |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE® Data & Document Automation™ Admin Site |
ICE® Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE® Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan®
Program |
Velocify® |
Velocify Pulse® |
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Desktop & Laptops |
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Windows 10.X or higher: N & N-1 (Chrome) |
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Latest Version |
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Windows 10.X or higher: N & N-1 (Firefox) |
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Latest Version |
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Windows 10.X or higher: N & N-1 (Microsoft Edge) |
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Latest Version |
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MacOS X: N & N-1 (Safari) |
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Latest Version |
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Browser Requirement |
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JavaScript enabled: N &N-1
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Browser Pop-up Settings
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Browser Toolbars
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Encompass®
Please ensure the Display intranet sites in Compatibility View option is selected in Compatibility View settings.
Web version of Encompass®
In order to utilize the web version of Encompass, you must also be using Encompass Banker Edition. The web version of Encompass is not supported for use with Encompass Broker Edition.
ICE PPE
For use with Encompass.
Total Quality Loan® Program
For use with Encompass.
Browser Pop-up Settings
Browser pop-up settings should be set to allow pop-ups for the specific Data & Document Automation website your company is using to access the system.
Browser Toolbars
For improved usability and productivity in the browser, it is recommended to turn off as many browser toolbars to release screen-estate for the Data & Document Automation applications.
Accessibility Note
Any accessibility features available for products when accessed via web browser on a computer may or may not be available when accessed via mobile device or tablet, despite being listed as recommended or supported.
JavaScript Enabled Requirement
JavaScript is required to enable full functionality and compatibility with the listed features. Enabling JavaScript ensures that interactive elements and dynamic content function as intended across supported browsers and devices. Disabling JavaScript may limit access to certain features or impact overall user experience.
N & N-1 refers to browser support for both the latest version (N) and the version immediately preceding it (N-1). This approach ensures compatibility with the most current browser release and the prior version, providing reliable functionality across a wider range of user environments.
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Display Resolution |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE® Data & Document Automation™ Admin Site |
ICE® Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE® Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan® Program |
Velocify® |
Velocify Pulse® |
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Desktop &Laptops |
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1024 x 768 |
1024 x 768 |
1024 x 768 |
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3840 x 2160 |
1024 x 768 |
1440 x 900 |
1440 x 900 |
1024 x 768 |
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1024 x 768 |
1024 x 768 |
1080 x 1024 |
1080 x 1024 |
Encompass®
The monitor resolution recommendations are for use with a zoom level of 100% or less. Some Encompass features may become inoperable for zoom levels above 100%.
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External Hardware |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE® Data & Document Automation™ Admin Site |
ICE® Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE® Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan® Program |
Velocify® |
Velocify Pulse® |
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Document Scanner |
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ICE® Data & Document Automation™
- There is no preferred scanner brand or model.
- Images should be scanned with the following settings to maximize performance and maintain small packages that may be sent/uploaded to investors.
- Resolution: 300 DPI with standard compression.
- File Format: TIFF or PDF.
- Color Mode: Scan images in monochrome.
- Scanning Driver: TWAIN
- Page Orientation: Auto-feed scanners should be set to detect mixed letter and legal pages. Image detection should be set to rotate all images to the portrait page orientation.
- Email Functionality: An email function on a scanner may be configured to automatically email a scan directly into Data & Document Automation by using one of the system's inbound email addresses. If the scanner has an editable email subject line for scanned transmissions, a folder attribute can be entered to route the scanned file directly into the folder.
A TWAIN driver is a software interface that enables applications to communicate with imaging devices, such as scanners and digital cameras, and is based on a standard developed to integrate these devices with software applications.
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Hardware |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE® Data & Document Automation™ Admin Site |
ICE® Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE® Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan® Program |
Velocify® |
Velocify Pulse® |
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CPU |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Apple/Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Apple/Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Apple/Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Apple/Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Apple/Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Apple/Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Apple/Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Apple/Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
Processor: Intel or similar with 2.8 GHz, or higher CPU Cores: 2 cores or higher Processor: Intel or similar with 3.3 GHz, or higher CPU Cores: 4 cores or higher |
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Memory (RAM)
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8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
8 GB or higher 16 GB or higher |
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Hard Drive Space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
4GB with 25% or more free space |
Memory (RAM)
Requirements for Optimal Encompass Performance on Windows Operating Systems
For the required and recommended matrix to function and perform effectively, it is recommended that machine resources are dedicated to the products listed in the matrix and not shared with external applications. Sharing resources with other applications may compromise performance.
- Windows for 32-bit systems is not formally tested or supported.
- You may continue to install and use Encompass in these 32-bit systems, but ICE Mortgage Technology will not provide support to address issues that may occur.
- Windows running on 64-bit operating systems can process more RAM compared to 32-bit operating systems (which are limited to 4 GB of addressable memory).
- We strongly recommend a 64-bit system (with larger memory as mentioned in this table) over a 32-bit system.
- System degradation has been observed for users on 32-bit operating systems when using Document Conversion or multiple applications in addition to Encompass.
- The minimum 8 GB memory recommendation assumes the customer's computer memory utilization is below 85%.
- If your computer is utilizing 85% or more memory, Encompass performance and features may be negatively impacted.
- Consider closing other applications or upgrading your computer's memory capacity if utilizing more than 85% with Encompass open.
Random Access Memory (RAM) is a type of volatile memory that allows for fast read and write access to data. It temporarily holds data for the operating system, applications, and active processes, improving overall system performance. Unlike permanent storage, RAM loses its contents when the power is turned off, making it essential for the efficient operation of computing devices.
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Network Security |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE® Data & Document Automation™ Admin Site |
ICE® Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE® Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan® Program |
Velocify® |
Velocify Pulse® |
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Firewall Settings
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Allow List
- To access detailed information about client-facing domains, you have two options:
- Select View Allow List under the Resources heading on the left side of the page. This button opens a window with additional details.
- Alternatively, you can securely access the ICE Mortgage Technology Client Facing Domains document.
Write Access Permissions
It is recommended that users have write access to the local machine, local public folder, and the Windows Program Data directory to ensure optimal functionality. Additionally, access to a local printer is recommended for certain features.
Write Access Permissions may be restricted based on your organization's network security policies and user roles to protect sensitive data. These permissions are designed to ensure that only authorized users can modify, delete, or create content, which helps maintain data integrity and security. Effective management of write access permissions is crucial for preventing unauthorized alterations and ensuring compliance with organizational policies, as these permissions can vary based on system configuration and security protocols.
Write Access Permissions refer to the specific rights granted to a user or system that allow them to modify, delete, or create content within a particular file, directory, or database.
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Operating System |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE® Data & Document Automation™ Admin Site |
ICE® Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE® Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan® Program |
Velocify® |
Velocify Pulse® |
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Apple Mac OS |
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Chrome & Safari |
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Microsoft |
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Windows 11 (version 23H2) |
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Chrome, Firefox & Edge |
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Windows 11 (version 22H2) (64-bit) |
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Chrome, Firefox & Edge |
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Windows 10 and Windows 11 (32-bit and 64-bit)
Windows 7 and Windows 8.x |
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Windows 10 (version 22H2) (64-bit) |
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Chrome, Firefox & Edge |
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Windows 10 and Windows 11 (32-bit and 64-bit)
Windows 7 and Windows 8.x |
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Encompass®
Standard Encompass Installations
- Workstation Operating Systems (64-bit only)
- The Windows 10 and Windows 11 versions here have been tested with the most current version of Encompass and are supported.
- Earlier Windows versions (21H2, 20H2, 1809, 1607) are not tested with the most current Encompass version but are supported with previous Encompass versions.
- Older Windows versions have been known to work with the most current Encompass version, but it is recommended to upgrade to a supported Windows version for full Encompass compatibility
Non-Standard Encompass Installations
- Server Operating Systems (64-bit only)
- Only 64-bit versions are supported for all listed Operating Systems. Operating system virtualization software, such as Parallels for Mac and VMWare, is not supported.
- Earlier versions of Microsoft .NET framework and Windows operating systems previously listed in this Matrix are removed when they have reached their end of lifecycle according to Microsoft policies.
For more information on past and current Windows 10/11 and Windows Server releases, refer to the following resources:
For advanced installations, explore the detailed procedure for installing the Smart Client in Citrix and Terminal Server environments. This resource provides essential steps and considerations to guide you through the installation process effectively.
Web version of Encompass®
In order to utilize the web version of Encompass, you must also be using Encompass Banker Edition. The web version of Encompass is not supported for use with Encompass Broker Edition.
Velocify®and Velocify Pulse®
Velocify products are not formally tested or supported on Mac OS. That said, no issues have been observed with users using LeadManager on Mac OS X 12.x or above
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Third-Party Framework |
AllRegs® |
Encompass®24.2 Desktop Interface |
Encompass®24.3 Desktop Interface |
Encompass® Web Interface |
Encompass Consumer Connect® |
Encompass Data Connect® |
Encompass TPO Connect® |
ICE® Data & Document Automation™ Admin Site |
ICE® Data & Document Automation™ Guest |
ICE® Data & Document Automation™ Web |
ICE® Mortgage Analyzers™ |
ICE PPE |
Loan Officer Insights™ |
Simplifile® |
Total Quality Loan® Program |
Velocify® |
Velocify Pulse® |
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Citrix |
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Microsoft Terminal Services |
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To ensure proper access to Encompass SmartClient starting with version 23.1, it is essential to have Microsoft .NET Framework 4.8 (full) installed on your client systems. This framework is not included in the Encompass installation package, so it must be installed separately before upgrading.
