Encompass Error: An Error has occurred while processing your request. This error has been logged in the ABC Mortgage system. If this Problem persists, please contact your ABC Mortgage representative.

The error occurs when LO or Secondary is attempting to perform a Change Request (example below is from a specific customer).


Things to Check: 

1. Does customer have auto-accept turned on? 

2. If no to #1, please open a TR. 

3. If yes to #1, did the Lock Request or Accept occur in Encompass? 

4. If no to #3, please see “Cause” below and proceed to “Send to Customer” 


LO lock request did not get accepted by Encompass therefore, the lock request and auto-accept of the loan does not exist in Encompass. The LO did not receive the pop-up screen displaying imported fields when they requested the lock. The screen most likely froze on the LO. This is not an SDK error. It is noticed more as Secondary is working from the Secondary Queue in Optimal Blue. In non-SDK customers are launching out from Encompass from the Secondary Lock Tool on the Lock Requested lock which would not exist if the lock request was not pushed to Encompass 

Delete above and send to Customer: 

Optimal Blue did not receive the retrieve call from Encompass when the LO requested the lock therefore the lock request and auto-accept action in Encompass did not occur. A Secondary user can send the lock request to Encompass which will push the lock request or set the loan status back to Registered in Optimal Blue which will allow the LO to request a new lock on this loan. 

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