Are HELOC searches supported with the Encompass integration?

Yes, for Encompass Select (Smart Client) only at this time. When the Encompass Loan Type is HELOC and the Lien Position Type is First, we will search for HELOC first lien products in Optimal Blue, when the lien position type is Subordinate, we will search for HELOC second lien products.

Field Mapping:

Credit Limit (Field ID 4519) is mapped to HELOC Line Amount in Optimal Blue.

HELCO Drawn Total (Field ID 3846) is mapped to HELOC Drawn Amount in Optimal Blue.

First and Second Lien amounts are mapped as Field IDs 427 and 428 respectively.

Leave a Reply