This document provides loan officers using the Encompass Select Integration with information on how to select product and pricing, request locks, manage loans in the pipeline, and set price alerts.
Encompass Select Originator User Guide
This video instructs the originator how to run a search and request a lock through the Encompass integration.
Copy this link to share with originators: Originator Training for Encompass Users
This document describes how secondary users can use the Encompass Select Integration to manage lock requests, review loan-level details such as loan history and pricing trace, and view historical rate sheets.
Encompass Select Secondary User Guide
This document outlines important information all Encompass Select integration users should know.
Encompass Select Things to Know
This document contains important information about custom field mapping.
Configuring Custom Field Mapping for Encompass Select