Guides and Documents
This Guides and Documents page contains the latest versions of Encompass documents, including user guides, white papers, and field reference guides.
The following guides and resources provide complete instructions and requirements for setting up and using Encompass eClose, along with helpful tips, frequently asked questions, and more.
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Encompass eClose User Guide: This guide incorporates role-specific responsibilities and an overview of what steps must be taken by members of your organization to perform an eClosing. This guide also includes an overview of the steps required by settlement agents in Simplifile when performing an eClosing.
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Encompass eClose Quick Start Setup Guide: This guide, intended for Encompass administrators, describes the System Requirements and Encompass persona settings that must be met and configured to enable users to utilize the eClose workflow.
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Encompass eClose Project Management Guide: This is a best practices guide for implementing hybrid eClosing across your organization. The key message provided here is that buy-in across the organization is required for success with eClose. A checklist of activities and change management milestones are also included in this guide.
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eClose FAQs: This document provides answers to Frequently Asked Questions around Encompass eClose.
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eClosing with Simplifile Tip Sheet: Intended for settlement agents in Simplifile to explain how to access the loan, download the document package, and managing the documents based on their eSign status.
Please visit the Encompass eClose page in the Resource Center for access to these guides and resources, on-demand webinars, videos, and more helpful information for using Encompass eClose.
Restricting User Access To Legacy Service Providers (new!)
All MI Center Documents (new!)
Using the Encompass Compliance Service
Setting Up the Appraisal Ordering Process
How to Add an 'Order Appraisal' Button to an Input Form
Encompass Partner Connect™ for Credit (EPC Credit) User Guide
Encompass Investor Connect User's Guide
TQL Services Reportable Fields
Encompass Integration with Essent Guaranty Mortgage Insurance
Encompass Integration with Enact
Encompass Integration with MGIC
Encompass Integration with National Mortgage Insurance
Encompass Integration with Radian
Encompass Mortgage Insurance Service: Automatic Ordering and Allocation
Transitioning to the New Version of CoreLogic LoanSafe Risk Manager and Fraud Manager
Working with the Encompass Flood Service Powered by ServiceLink National Flood
Working with the Encompass Flood Service Powered by CoreLogic
LoanSafe Risk Manager Suite User Manual
Provided by CoreLogic; ICE Mortgage Technology does not control content or provide updates to this manual.
Working with the eSignable 4506-C Form
ICE Mortgage Technology Partner Network Service Provider eSignable 4506-C Form
Delivering Encompass Loan Data to Wells Fargo Funding
Encompass GSE Integrations & Services API Guide
iLAD Mapping Guide (Available as Knowledge Article Number 000037009 in the Resource Center)
Rep and Warrant Tracker Mapping Document downloadable MS Excel file
ULDD Phase III Updates in Encompass
Automated Service Ordering in Encompass
Registering and Getting Started with Fannie Mae’s UCD Collection Solution in Encompass
Day 1 Certainty® Support in Encompass
Configuring and Using the Fannie Mae Automated Workflow in Encompass
Using Fannie Mae Services in Encompass
Working with Encompass and Fannie Mae’s Day 1 Certainty Income, Employment, and Asset Verification
Freddie Mac Loan Quality Advisor® Mapping Guide
Freddie Mac Loan Product Advisor® Mapping Guide
LPA Known Issues for URLA 2020 Loans
Freddie Mac LPA Batch Administrator and User Guide
Asset and Income Modeler (AIM) Available Through Freddie Mac Loan Product Advisor®
How to Maximize Borrower Outcomes by Running Loan Product Advisor® on Every Loan
Using Freddie Mac’s Loan Product Advisor System to System Integration in Encompass
Using Freddie Mac Loan Assignment Service in Encompass
Registering and Getting Started with Loan Closing Advisor in Encompass
Freddie Mac Order Alert Workflow
Using Automated Collateral Evaluation (ACE) Alerts in Encompass
Working with UCD Data in Encompass
Using the Encompass Product and Pricing Service
Working With Historical Pricing
Encompass Guide to the New URLA
Working with Enhanced Conditions Setup and User Guide
Working with Home Equity Loans and Lines of Credit
Processing Construction Loans in Encompass
Processing FHA 203(k) Loans in Encompass
Using the Encompass Docs Solution
AllRegs State Disclosure Samples & Matrices versus Encompass State Disclosures & Matrix
Working with Configurable Loan Workflows
Configure and Send eDisclosure Packages
Loan Estimate and Closing Disclosure Tracking Dates
Fee Variance Violated Alert Scenarios
REGZ-TIL Interest and Payment Summary Tables
Managing Loan Originator Compensation
Disclosing Lender-Paid LO Compensation to Brokers
Working With 2015 RESPA-TILA Regulations
Working With 2010 RESPA and MDIA Regulations
Working with Ability-to-Repay (ATR/QM) and HOEPA Regulations
Working with Rate Lock Requests
Guide to Generating & Uploading NMLS Report Data
Ordering the NY CEMA in Encompass
Authorization for the SSA to Release SSN Verification (SSA-89) Custom Form
Processing USDA Loans in Encompass
Encompass Admin Checklist for the New URLA
Implementing Your HMDA 2018 Data Collection Process Guide
Encompass Operational Checklist for HMDA 2018
Setting Up HMDA 2018 Data Collection Quick Reference Guide
Encompass Admin Checklist for Construction Lending
Persona Access Required for Encompass Settings
Closed Loan Confirmation Report
Encompass Performance Troubleshooting Basics
Encompass TPO Connect Administration Guide
SDK Programmer's Guide
For use with Encompass 8.0 or later