Quick Reference Guides are one-page, easy-to-follow workflows of common
Encompass tasks and processes.
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NEW: Encompass Contacts
Learn about the tools in Encompass that help you access and manage your borrower and business contacts. |
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NEW: Managing Documents Electronically
Use the electronic document storage features in Encompass to easily track and locate documents electronically while eliminating storage requirements for printed documents. |
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Ellie Mae Self-Help Resources
Ellie Mae's wide range of self-help options (including in-product help, a knowledge base, and video tutorials)
make it easy for you to quickly find answers to your questions, learn best practices, or locate step-by-step
instructions for Ellie Mae products. |
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Connecting to ePASS Partners
The ePASS transaction platform allows you to order and receive services electronically by selecting from a
comprehensive list of online lenders and service providers. |
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Creating and Using Business Rules
Use the five types of business rules to define and manage business requirements that must be met by
Encompass users as they move loans through the process. |
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Encompass CenterWise
Encompass CenterWise combines Encompass WebCenter and Electric Document Management (EDM), enabling borrowers to submit a loan application online that a loan
officer can then import directly to their Pipeline. |
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Encompass Loan Templates
Save time and ensure accuracy by creating loan templates for frequently used loan scenarios. Templates are
used to populate preconfigured data and associate sets of documents with a particular type of loan. |
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Encompass Title Center
The Encompass Title Center enables Encompass users to order title reports electronically from providers who are not in the Encompass default directory at no charge
to the user or the title provider. |
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Getting Started with Encompass Standard and Professional Editions
Use this guide to complete the installation and set up of your Encompass Standard or Professional system and begin originating loans. |
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Managing Marketing Campaigns with Encompass
The Campaign Management capabilities in Encompass make it easy to create and manage marketing campaigns to
acquire new leads or maintain communication with existing contacts. |
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Ordering Appraisals from Encompass
The Encompass Appraisal Service enables Encompass users to order appraisals electronically from providers
at no charge to the user or the appraiser. |
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Processing Construction Loans in Encompass
Construction loans are used to finance the construction of property improvements. These loans are typically short-term in nature, requiring interest-only payments during construction and
final payment when construction is complete. |
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Processing FHA 203b Loans
Encompass provides a comprehensive set of tools and forms for FHA 203b loans. This guide describes the
required entries for a 203b FHA loan. |
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Rate Lock Requests
Encompass Banker Edition provides a set of tools
and features for requesting and managing rate locks. Use these to search for and review rate lock requests, enter lock and pricing details, and enter
lock rates. |

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The Underwriting Process in Encompass
Encompass includes a set of tools and features that supports the requirements of the
underwriting process, enabling the underwriter and loan processor to exchange information
and easily work together to complete the underwriting process. |