Deliver Loans to Partners via Encompass Investor Connect

Use the Loan Delivery Services option on the Encompass Pipeline menu to submit data and documents to partners for selected loans. In order to use this feature, your partner must be integrated into the Encompass Investor Connect service, and your administrator must configure partners in the Services Password Management setting and grant personas permission to access the feature in the Personas setting, among other settings requirements.

Encompass Investor Connect is a service that enables lenders to establish a secure system-to-system workflow partners, ensuring the delivery of accurate, compliant, and tamper-proof loan data and documents. Encompass Investor Connect is bundled with Encompass Banker Edition and is accessible by any Encompass user from the Encompass Pipeline menu at no additional charge. The service enables authorized Encompass users to select loans on the Encompass Pipeline and generate a package that includes the following data and documents for the selected loans:

• Supporting documents in a specified stacking order

• A loan data file (ULDD, UCD, or custom data set)

• Additional Encompass fields can be added to the package on request in a JSON file

Encompass then saves the package to a secure, configurable network location accessible to the partner.

For detailed information and instructions on configuring Encompass Investor Connect and completing the loan delivery workflow, please refer to the Encompass Investor Connect Lender User's Guide or visit the Encompass Investor Connect online help.