Migrated, Archived, and Updated Forms
Encompass Docs Solution Form Migration FAQs
The Encompass Docs Solution team started a project in 2015 where we began "migrating" Encompass forms from their current location in Encompass into the Encompass Docs Solution. The purpose of this project is twofold. First, having these documents generated from the Encompass Docs Solution will provide us the ability to ensure ALL of our documents are kept current in a timely manner. Second, the migration will bring consistency to our document library and allow us to leverage additional form level flexibility that the Encompass Docs Solution enjoys today.
As part of this process all existing standard forms have been reviewed one by one by Ellie Mae Compliance and Legal teams, and with the result of that review the following approaches have been employed:
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Migration – Single Page form (No changes, the existing form is current and up to date)
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Migration – Multiple Pages to Single Page. Old multiple page version of the form moved to Archived forms folder, new single page document added. (No form changes, the existing form is up to date. This does require the user to “add” the new form and update the form source)
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Update – Single Page. New updated form is added, old version of the form is moved to the Archived forms folder. (This does require the user to “add” the new form and update their form source)
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Update – Multiple Pages to Single Page. New updated single page form is added, old multiple page version of the form is moved to the Archived forms folder. (This does require the user to “add” the new form and update their form source)
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Archive– The form is no longer required. Form is moved to the Archived forms folder.
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New – A new required form. Single page is added to the appropriate Standard forms folder.
To help ensure the Standard Forms tab in the Print window contains the most up to date and useful forms, old or out-of-date forms have been moved to the Archived Forms folder. The Archived Forms folder contains old versions of forms that have been archived (unless otherwise noted). The most up to date versions of these forms are still provided in the applicable form group on the Standard Forms tab (unless otherwise noted). To print archived forms, navigate to the Archived Forms folder, add the forms to print to the Selected Forms list, and then click Print.
Here's what we mean when we say "migrated", "archived" or “updated”:
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Migrated: The output form has been consolidated from a multi-page form into single-page forms in the Encompass Print window provided when you click the Print icon from the Pipeline or from within a loan file. The content of these forms have not been changed (unless otherwise noted). This is simply a change in how the forms are listed in the Print window. For example, when printing the HUD-56001 Property Improvement form in earlier versions of Encompass, you would see HUD-56001 Property Improvement Page 1, HUD-56001 Property Improvement Page 2, HUD-56001 Property Improvement Page 3, and HUD-56001 Property Improvement Page 4 listed on the Standard Forms tab in the Print window. You would then need to manually add all of these pages to the Selected Forms list in order to print the entire form. But once this form was migrated into the Encompass Docs Solution, this form is listed only once as HUD-56001 Property Improvement and it includes all four pages of the form.
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Forms that have been migrated into the Encompass Docs Solution are indicated by this green icon
that displays next to the document name in the Print window.
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Archived: The output form has been archived and moved from the Standard Forms tab to the Archived Forms folder in the Print window provided when you click the Print icon from the Pipeline or from within a loan file.
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Updated: The output form has been reviewed and updated to the most current version.
| Standard Forms Migrated/Archived | |||
|---|---|---|---|
| Form Name | Print List | Migrated or Archived | Internal Ellie Mae Tracking # (JIRA) |
| Encompass 15.1 | NDE-3846 | ||
| Privacy Policy (Affiliate Opt-Out) | General | Migrated | NDEF-17909 |
| Encompass 15.1.4.6 | NDE-4962 | ||
| HUD-92564CN Get a Home Inspection | FHA/USDA-RHS | Migrated | NDEF-24991 |
| Encompass 15.2.0.1 | NDE-5239 | ||
| HUD 92800-5B Appraised Value | FHA/USDA-RHS | Migrated | NDEF-25001 |
| RD 3555-21 Request for Single Family Housing Loan Guarantee | FHA/USDA-RHS | Migrated | NDEF-25051 |
| VA 26-1817 Unmarried Surviving Spouses | VA | Migrated | NDEF-26884 |
| Anti-Steering Safe Harbor Disclosure | General | Migrated | NDEF-26548 |
| Encompass 15.2.0.3 | NDE-5453 | ||
| Flood Hazard Notice | General | Migrated | NDEF-28068 |
| FHA Counseling Certification | FHA/USDA-RHS | Migrated | NDEF-24964 |
| Encompass 15.2.0.4 | NDE-5520 | ||
| HUD-54114 Direct Endorsement | FHA/USDA-RHS | Migrated | NDEF-24985 |
| Encompass 15.2.0.6 | NDE-5617 | ||
| RD 410-4 Additional Information Required for RHS Assistance | FHA/USDA-RHS | Migrated | NDEF-25042 |
| RD 1980-19 Guaranteed Loan Closing Report | FHA/USDA-RHS | Migrated | NDEF-25085 |
| VA 26-1805 Reasonable Value | VA | Migrated | NDEF-26877 |
| Encompass 16.1.0.1 | NDE-5818 | ||
| IRS8821 - Tax Info Authorization | General | Archived | NDEF-29192 |
| FHA Loan Underwriting and Transmittal Summary | FHA/USDA-RHS | Migrated | NDEF-24972 |
| HUD-92051 Compliance Inspection Report | FHA/USDA-RHS | Migrated | NDEF-25171 |
| HUD-92564HS Homebuyer Summary | FHA/USDA-RHS | Archived | NDEF-25464 |
| HUD-92564VC Notice | FHA/USDA-RHS | Archived | NDEF-25465 |
| HUD-92900-PUR-MCAW | FHA/USDA-RHS | Archived | NDEF-25010 |
| HUD-92900-WS | FHA/USDA-RHS | Archived | NDEF-25033 |
| File Contacts | Tools | Migrated | NDEF-28267 |
| Profit Management | Tools | Migrated | NDEF-28271 |
| Rent vs. Own | Tools | Migrated | NDEF-28273 |
| Trust Account | Tools | Migrated | NDEF-28274 |
| CA Privacy Policy Disclosure | State-Specific | Migrated | NDEF-24919 |
| Encompass 16.1.0.2 | NDE-5877 | ||
| HUD Settlement Cost Booklet | General | Migrated | NDEF-28095 |
| DIS - ECOA | General | Migrated | NDEF-20030 |
| Non-Standard to Standard Refinance Eligibility | General | Migrated | NDEF-28108 |
| Insurance Evidence Flood | General | Migrated | NDEF-28102 |
| Insurance Evidence Hazard | General | Migrated | NDEF-28104 |
| RD 1980-86 Request for Reservation of Funds | FHA/USDA-RHS | Migrated | NDEF-25039 |
| VA 26-0286 Loan Summary | VA | Migrated | NDEF-26873 |
| VA 26-1843 Cert Reas Value | VA | Migrated | NDEF-26886 |
| VA 26-8923 Rate Reduction | VA | Migrated | NDEF-26902 |
| Cash-toClose | Tools | Migrated | NDEF-28252 |
| Encompass 16.1.0.6 | NDE-5963 | ||
| HUD 92700 203(k) Max Mortgage WS | FHA/USDA-RHS | Archived | NDEF-24996 |
| FHA 203(k) Purchase Agreement Addendum | FHA/USDA-RHS | Archived | NDEF-25463 |
| Encompass 16.2 | NDE-6135 | ||
| 1084A & 1084B Cash Flow Analysis | General | Migrated | NDEF-28098 |
| Privacy Policy (No Affiliate Opt-Out) | General | Migrated | NDEF-29959 |
| Privacy Policy (Affiliate No Opt-Out) | General | Migrated | NDEF-29960 |
| Privacy Policy (No Affiliate No Opt-Out) | General | Migrated | NDEF-29963 |
| Loan Submission | General | Migrated | NDEF-28097 |
| FHA Amendatory Clause and Real Estate Certification | FHA/USDA-RHS | Migrated | NDEF-24948 |
| FHA Appraised Value Disclosure | FHA/USDA-RHS | Migrated | NDEF-24959 |
| FHA Informed Consumer Choice Disclosure | FHA/USDA-RHS | Migrated | NDEF-24970 |
| HUD-92900-B Important Notice to Homebuyers | FHA/USDA-RHS | Migrated | NDEF-25043 |
| HUD-92561 Borrower's Contract with Respect to Hotel and Transient Use of Property | FHA/USDA-RHS | Migrated | NDEF-25046 |
| HUD-92700-A 203(k) Borrower's Acknowledgement | FHA/USDA-RHS | Migrated | NDEF-25048 |
| RD 1980-21 Request for Single Family Housing Loan Guarantee | FHA/USDA-RHS | Migrated | NDEF-25050 |
| FHA Identity of Interest Certification | FHA/USDA-RHS | Migrated | NDEF-24967 |
| FL Lender Disclosure | State Specific | Archived | NDEF-29190 |
| Encompass 16.2.0.1 | NDE-6216 | ||
| Notice of Right to Copy of Appraisal (HPML) | General | Migrated | NDEF-30021 |
| Notice of Right to Copy of Appraisal (ECOA) | General | Migrated | NDEF-30022 |
| FHA Borrower's Blanket Signature Authorization | FHA/USDA-RHS | Migrated | NDEF-24963 |
| VA 26-8978 Borrower Rights | VA | Migrated | NDEF-27044 |
| NY Application Log | State Specific | Migrated | NDEF-24923 |
| Encompass 16.2.0.4 | NDE-6354 | ||
| Federal Flood Cert | General | Migrated | NDEF-28099 |
| Special Notice for Balloon Mortgages | General | Migrated | NDEF-30026 |
| Insurance Confirmation and Authorization | General | Migrated | NDEF-30029 |
| DIS - RESPA Servicing | General | Migrated | NDEF-30059 |
| DIS - PMI High Risk | General | Migrated | NDEF-30060 |
| DIS - PMI ARM | General | Migrated | NDEF-30397 |
| DIS - PMI LPMI | General | Migrated | NDEF-30399 |
| Credit Authorization | General | Migrated | NDEF-30066 |
| FHA Alternative Documentation Checklist | FHA/USDA-RHS | Migrated | NDEF-24945 |
| VA 26-0551 Debt Questionnaire | VA | Migrated | NDEF-26875 |
| VA 26-8261 Veteran Status | VA | Migrated | NDEF-26901 |
| VA Amendatory/Escape Clause | VA | Migrated | NDEF-27062 |
| VA 26-1802A Addendum | VA | Migrated | NDEF-28528 |
| FL Mortgage Brokerage Fee Agreement | State Specific | Archived | NDEF-32707 |
| Encompass 16.2.0.7 | NDE-6622 | ||
| VA 26-0503 Federal Collection | VA | Migrated | NDEF-27064 |
| FHA SSN Certification | General | Migrated | NDEF-24976 |
| Home-Ownership Counseling Acknowledgment | General | Migrated | NDEF-31406 |
| TX Mortgage Broker Disclosure | State Specific | Migrated | NDEF-33035 |
| DIS - Affiliated Business (Classic) | General | Migrated | NDEF-30304 |
| TX Multiple Role Disclosure | State Specific | Migrated | NDEF-33036 |
| VA 26-8937 Verification of Benefits | VA | Migrated | NDEF-27042 |
| DIS - PMI Fixed | General | Migrated | NDEF-30398 |
| Encompass 16.3 Major Release | NDE-6532 | ||
| Mortgage Loan Origination Agreement | General | Migrated | NDEF-3028 |
| Appraisal Notice | General | Archived | NDEF-30116 |
| SSA-89 Social Security Number Verification | Verifications | Migrated | NDEF-27067 |
| VA 26-0825 Transmittal List | VA | Archived | NDEF-27039 |
| VA Rate Disclosure | VA | Archived | NDEF-27063 |
| Loan Comparison | Tools | Migrated | NDEF-28628 |
| Prequalification | Tools | Migrated | NDEF-28269 |
| NY High Cost Loan Pre-Application Aggregate Disclosure | State Specific | Archived | NDEF-24939 |
| NY High Cost Loan Application Addendum | State Specific | Archived | NDEF-24940 |
| FL Broker Contract w/o Commit | State Specific | Archived | NDEF-33010 |
| Privacy Policy | N/A | Archived | NDEF-30290 |
| FHA Assumption Notice | FHA/USDA-RHS | Migrated | NDEF-24961 |
| 16.3 November Service Pack (16.3.1.0) | NDE-6778 | ||
| DIS - Affiliated Business | General | Migrated | NDEF-31408 |
| HUD-56001 Property Improve | FHA/USDA-RHS | Migrated | NDEF-25306 |
| EEM Details | FHA/USDA-RHS | Migrated | NDEF-24943 |
| Fair Lending Notice | General | Migrated | NDEF-30031 |
| VA 26-1820 Loan Disburse Page 1-2 | VA | Migrated | NDEF-26885 |
| VA 26-0592 Military Checklist | VA | Migrated | NDEF-27065 |
| Annual and Repayment Income Worksheet Page 1-3 | FHA/USDA-RHS | Migrated | NDEF-24942 |
| Tax and Insurance Information Sheet | General | Migrated | NDEF-32095 |
| Acknowledgment of Intent to Proceed | General | Migrated | NDEF-31834 |
| Underwriter Summary Page 1 - 3 | Tools | Migrated | NDEF-31691 |
| Acknowledgement of Receipt of Good Faith Estimate | General | Migrated | NDEF-31835 |
| FL Mortgage Loan Commitment | State Specific | Migrated | NDEF-33055 |
| Credit Score Disclosure Exception Model H3 | General | Migrated | NDEF-31875 |
| Risk-Based Pricing Notice Model H1 | General | Migrated | NDEF-32028 |
| Encompass 16.3 December Service Pack (16.3.2.0) | NDE-7027 | ||
| VA 26-6393 Loan Analysis and Addendum | VA | Migrated | NDEF-26888 |
| Encompass 17.1 Major Release (17.1) | NDE-7029 | ||
| Aggregate Escrow Account Disclosure | General | Migrated | NDEF-34003 |
| 1008 - Transmittal Summary | General | Migrated | NDEF-24639 |
| VA 26-1880 Eligibility Cert | VA | Migrated | NDEF-27040 |
| Estimated Transaction Summary | General | Migrated | NDEF-31877 |
| HUD-92900-A Addendum Pages 1-4 | FHA/USDA-RHS | Archived | NDEF-25049 |
| VA 26-1802A Addendum to Uniform Residential Loan Application (GAUL1JEM) | VA | Archived | NDEF-25049 |
| GFE Broker | General | Archived | Per Compliance |
| GFE Broker Expanded | General | Archived | Per Compliance |
| GFE Lender | General | Archived | Per Compliance |
| GFE Lender Expanded | General | Archived | Per Compliance |
| GFE-Itemization | General | Archived | Per Compliance |
| Encompass 17.2 May Service Pack (17.2.0.5 Server Patch 6) | NDE-7086 | ||
| Net Tangible Benefit Disclosure Page 1 & 2(pur./refi.) | Tools | Migrated | NDEF-31723 |
| Net Tangible Benefit Worksheet Page 1 & 2(pur./refi.) | Tools | Migrated | NDEF-33297 |
| HUD-1 Settlement Statement Page 1 - 2 | General | Archived | NDE-7086 |
| HUD-1A Settlement Statement | General | Archived | NDE-7086 |
| Section 32 TIL Disclosure Page 1 - 2 | General | Archived | NDEF-33487 |
| Good Faith Estimate New Construction Disclosure | General | Archived | NDEF-33521 |
| Risk Based Pricing Notice Model H6 Page 1-2 | General | Migrated | NDEF-32027 |
| HUD-314 203(k) Escrow Commitment | FHA/USDA-RHS | Migrated | NDEF-24977 |
| Homeownership Counseling Organization List 1-2 | General | Migrated | NDEF-32420 |
| Disclosure Notices | General | Migrated | NDEF-30032 |
| Encompass 17.2 June Service Pack (17.2.0.6 Server Patch 7) | NDE-8128 | ||
| NY Pre-App Disclosure-Lender Page 1, 2, & 3 | State Specific | Migrated | NDEF-33039 |
| NY Pre-App Disclosure-Broker Page 1, 2, & 3 | State Specific | Migrated | NDEF-33040 |
| Amortization Schedule - Yearly Summary | Tools | Migrated | NDEF-33289 |
| Amort Schedule, Ending Summaries | Tools | Migrated | NDEF-33214 |
| Loans Where Credit Score is Not Available Model H5 | General | Migrated | NDEF-31988 |
| Statement of Denial | General | Migrated | NDEF-32035 |
| GFE CA-RE885 (MLDS) | General | Migrated | NDEF-33842 |
| Settlement Service List of Providers | General | Migrated | NDEF-32030 |
| Settlement Service List of Providers (Legal) | General | Migrated | NDEF-33486 |
| Encompass 17.3 Major Release (17.3) | NDE-8352 | ||
| 2010 GFE Page 1, 2, & 3 | General | Migrated | NDEF-35438 |
| 2010 HUD-1 Settlement Statement Page 1-3 | General | Migrated | NDEF-37752 |
| 2010 HUD-1A Settlement Statement Page 1-3 | General | Migrated | NDEF-37757 |
| 2010 Addendum to HUD Settlement Statement | General | Migrated | N/A |
| Encompass 17.3 September Service Pack (17.3.0.7 Server Patch 5) | NDE-8725 | ||
| FACT Act Disclosure | General | Migrated | NDEF-29784 |
| Debt Consolidation | Tools | Migrated | NDEF-33254 |
| Mortgage Loan Disclosure Statement (Borrower) Page 1 - 3 | General | Migrated | NDEF-33252 |
| 2010 Itemization | General | Migrated | NDEF-37790 |
| Ability to Repay | General | Migrated | NDEF-31403 |
| Mortgage Loan Commitment | General | Migrated | NDEF-31380 |
| Encompass 17.4 Major Release (17.4) | NDE-8994/NDE-7952 | ||
| 1003 (Legal) | General | Migrated | NDEF-42484 |
| NDEF-41670 | |||
| NDEF-41671 | |||
| NDEF-41672 | |||
| NDEF-41673 | |||
| NDEF-41673 | |||
| NDEF-41674 | |||
| NDEF-41681 | |||
| NDEF-41682 | |||
| NDEF-41998 | |||
| NDEF-42005 | |||
| NDEF-42009 | |||
| NDEF-42012 | |||
| NDEF-42013 | |||
| 1003 (Letter) | General | Migrated | NDEF-42487 |
| 1003 (Spanish) | General | Archived | NDEF-30313 |
| REGZ - Truth-In-Lending | General | Migrated | NDEF-34905 |
| NDEF-41439 | |||
| NDEF-41527 | |||
| NDEF-41577 | |||
| NDEF-41578 | |||
| NDEF-41579 | |||
| NDEF-41580 | |||
| NDEF-41587 | |||
| NDEF-41592 | |||
| NDEF-41602 | |||
| NDEF-41603 | |||
| NDEF-41604 | |||
| Encompass 17.4 November Service Pack | NDE-9424/NDE-9584 | ||
| VOM | Verification | Migrated | NDEF-26923 |
| Disclosure Tracking Details | Tools | Migrated | NDEF-33255 |
| Disclosure Tracking Summary | Tools | Migrated | NDEF-33258 |
| Funding Worksheet & Funding Worksheet Additional | Tools | Migrated | NDEF-33261 |
| Borrower Summary | General | Migrated | NDEF-31867 |
| Post-Closing Condition List | Tools | Migrated | NDEF-32895 |
| Post-Closing Condition Detail | Migrated | NDEF-32897 | |
| Preliminary Condition Detail | Migrated | NDEF-32916 | |
| Preliminary Condition List | Tools | Migrated | NDEF-33279 |
| GA Disclosure | State Specific | Archived | NDEF-34144 |
| GFE CA-RE883 Page 1 - 3 (MLDS) | General | Migrated | NDEF-43314 |
| Encompass 18.1 Major Release (18.1) | NDE-9507/NDE-9698/NDE-7963 | ||
| 2010 Disclosure Tracking Snapshots | Tools | Migrated | NDEF-37827 |
| 2015 Disclosure Tracking Snapshots | Tools | Migrated | NDEF-26389 |
| Amortization Schedule, Complete | Tools | Migrated | NDEF-33207 |
| Document List | Tools | Migrated | NDEF-33259 |
| Funding Balancing Worksheet | Tools | Migrated | NDEF-31494 |
| IRS4506 - Copy Request Page 1-2 (Classic) | Verifications | Migrated | NDEF-40965 |
| IRS4506 - Copy Request Page 1-2 | Verifications | Migrated | NDEF-40964 |
| IRS4506T - Transcript Request Page 1-2 (Classic) | Verifications | Migrated | NDEF-40967 |
| IRS4506T - Transcript Request Page 1-2 | Verifications | Migrated | NDEF-40966 |
| Itemized Fee Worksheet Page 1-2 | General | Migrated | NDEF-33940 |
| Payment History | Tools | Migrated | NDEF-33264 |
| Tasks List | Tools | Migrated | NDEF-33282 |
| VOD | Migrated | NDEF-26903 | |
| VOE | Migrated | NDEF-26905 | |
| VOL | Migrated | NDEF-26904 | |
| VOR | Migrated | NDEF-26924 | |