Guides & Documents
The Guides & Documents page provides the latest Encompass Investor Connect documents.
Lender Documentation
The content in this section provides guidelines for lenders working with partners via Encompass Investor Connect.
Encompass Investor Connect Lender User's Guide - This guide provides configuration and workflow instructions for setting up and using Encompass Investor Connect.
Addenda to the Encompass Investor Connect Lender User's Guide
These addenda provide configuration or data entry information specific to individual Encompass Investor Connect partners. This information should be used in addition to the configuration and workflow instructions provided in the Encompass Investor Connect Lender User's Guide.
Investors
Colorado Housing & Finance Authority
Northpointe Bank Correspondent Lending
Warehouse Lenders
Due Diligence
Encompass Investor Connect Feature Grid - View the Encompass Investor Connect features offered by each investor.
Encompass Investor Connect Best Practices Guide - Best practices for loan delivery efficiency.
Partner Documentation
The content in this section provides guidelines for Encompass Investor Connect partners, including investors, warehouse lenders, and due diligence providers.
Getting Started: Guide for Encompass Investor Connect Partners - Helpful tips and resources for getting started as an Encompass Investor Connect partner.
Encompass Investor Connect Partner User Guide - This guides describes feature in Encompass that can be configured by Encompass Investor Connect partners for use with lenders that submit loans via Encompass Investor Connect.