Validate Addresses in Seconds

With the click of a button, or automated with a simple trigger rule, validating the address against the USPS website manually is now a thing of the past! The utility also takes a screenshot of the USPS findings and stores them in your designated eFolder bucket.

Worth its weight in diamonds

Dynamic, intelligent, data management, and field/business rule control. Worth its weight in diamonds, there are a thousand reasons it's called the Admin's BFF. Eliminate all of your templates, control closing costs and fees, eliminate hundreds and hundreds of trigger rules, and on and on...

Streamline and automate your appraisal review and intake process

The Appraisal Assistant automatically reads your XML data and maps key data points into fields you can control, report on, or write rules around. It also flags potential issues or discrepancies, allowing underwriters to prioritize their review without having to examine everything in detail.

Our basic Batch Utility (Pro version available)

A crowd favorite and the ultimate time-saver tool for admins, compliance, or just about anyone who has to modify more than one loan. Manage 100's or 1000's of file and field changes all in a simple excel sheet, drag it in and hit "go". The Batch Update Utility does the rest.

Saves Time and Smells Delicious

Add more features to the already powerful Batch Update Utility and run other KMT plugins in Batch Utility Pro. For starters, batch assign, reassign, or clear out loan file contacts. Then come the big guns - batch import/export of eFolder documents.

A MUST for every system, for every admin.

This simple, but incredibly powerful utility allows you to maximize native business rule-writing by opening up loan and session events you can base your logic on. Create trigger rules that fire when a loan is opened, saved, closed... or when a milestone is completed, a document added, or condition added, etc. With more than 200 lenders already relying on Catch-It every day, this one is a must-have!

Reportable, searchable, exportable record of your system changes

We all talk about it, Auditors want to see proof of it, and you should do it... BUT, it's a pain, and no one does! This embedded utility allows easy change management documentation and builds you a reportable, searchable, exportable record of your system changes, with as little effort from you as possible.

Automatic, real-time, duplicate loan checks

With Dup Check, sales and operations managers, as well as compliance staff, can stay on top of the messy business of duplicate loan files. Recapture revenue and enjoy peace of mind by maintaining compliance once credit has been pulled. Avoid adverse file restructuring when time to close matters, detect and prevent fraud, improve loan origination system efficiency, reduce user latency issues, find hidden discrepancies, and provide a smoother borrower experience.

Quickly find any loan field's value or property within the current Encompass loan file

An essential administrator toolbelt assistant to write business rules using field actual values versus displayed text, identify borrower pair or multi-instance indexed fields, troubleshoot if a locked field is preventing a loan recalculation. Enter any field ID in Encompass and hit the Get Field Data button to save hours of frustration searching for that hidden information!

Saves 2,631 clicks and 9 hours per 100 loans

Remembering to, then manually populating the Home Counseling Disclosure is sooo 2018. Eliminate 2631 clicks and 9 1/2 HOURS per 100 funded loans each month your staff is spending on this today. ROI, ROI, ROI.

Eliminate the need to open loans for interim servicing

This tool provides a way to update loans with payment & escrow disbursement entries in batch or automatically.  It virtually eliminates the need to go into individual loans for any interim servicing tasks, including the printing of a 1st payment letter or other documentation.

Control WHEN & WHO Creates a Loan Copy

All the buzz words here... Dynamic, flexible, automated, streamlined, etc! Create as many unique copy 'scenarios' as needed, which not only allow you to control WHEN and WHO can create a loan copy, but also what specifically gets copied or not based on those rules. But wait, there's more... ALSO COPIES YOUR EFOLDER DOCUMENTS!

Run Any Encompass Executive Action

Run any Encompass executive (Button Action) action using a field trigger (popup the get mi window, run the geocode button, run get index button). Populate one of the supported executive actions into the specified field and the action will run. Very popular with getmi, ccprog (Closing Cost Template Picker), and geocode.

A Single Configuration

This intelligent tool allows for the configuration of Persona / User on a global level to then be able to dynamically assign at the pipeline level.

A powerful, agile quality control solution

QC Regulator is your comprehensive solution for audits, pre-fund & post-fund QC reviews, now packed with enhanced features. Whether you require random/discretionary, targeted, or our latest static selection (specific # of loans), QC Regulator has everything you need. It seamlessly integrates the entire external review process within the Encompass loan file, saving you significant time and effort.

Protect your loan files

This a great tool to enable loan officers to play with various loan scenarios in a file without impacting the actual loan file…like playing in a sandbox. The plugin allows a loan file to be set to Read-Only via a pipeline menu item or a business rule.

Control User Access to All Services

You might know how to write a rule to stop someone from pulling credit or ordering an appraisal from the button... but you can't stop them from accessing it through the services tab, right? Well, now you can. Completely based on your rules, this allows you to completely control access to all services. Take the power back!

A made for you personal assistant to help see all your settings

The Settings Windows Assistant utility provides the ability to export the data details of multiple Encompass Settings with a single button click in just a few seconds! Individual Settings toolbar search filters (not natively available) provide the capability to search for that needle in a haystack, saving hours of scroll time. Settings will be exported as a .csv data grid, providing a requisite list for users. Additionally, business rules can be exported with batch capability, separating the rules into individual XML zip files for later individual importing.

All the data you can handle at your fingertips

Manually scrolling through countless Encompass settings, reports, and code to find where a single field is referenced? Our System Analytics Utility tool simplifies your workflow by consolidating data into a centralized hub, offering streamlined search functionality and allowing you to navigate through fields and lines of code with unmatched ease, even in complex scenarios. Smoothly navigate to business rules with a simple right-click!

Control Who Can See What Documents

A must-have for every system and Admin! This powerful tool transforms document access control, allowing you to manage permissions at the individual document level. While Encompass natively limits control to the role level for all documents, our solution empowers you to specify access for each document and user. Protect your sensitive information effortlessly - no more remembering to set permissions for every loan, every day.

This little assistant streamlines your eDisclosures

On one side it's a friendly assistant, and on the other a management utility that records when an eConsent was sent out, received, and returned. Then add the ability to assign and retrieve documents by auto-pressing the retrieve button in the efolder (on loan open & loan save) and assigning users to documents automatically.

An ingenious and user-friendly way to manage and view documents

Tired of having to jump out of the input form you’re working on to access documents hidden in the eFolder? Put an end to workflow disruptions with eFolder Doc Viewer, offering a seamless and efficient way to view and manage documents and conditions right from any custom input form! Effortlessly create shortcuts and quick links, ensuring instant access to the documents you need without the hassle of navigating away from your work.

Automated Underwriting for Enhanced Conditions

Just like our Condition Manager tool but fully supports Enhanced Condition Automation! This incredible tool adds the appropriate conditions, removes those that do not apply, eliminates and checks for duplicates AND fills in the blanks!

Your Underwriters and Investors Will Thank You

eFolder mishaps can cost your business time and frustrate processors, underwriters, LOs, and investors. eOrganizer handles the clean-up for you! With just a single click, you can eliminate duplicate files, control versions, empty placeholders, and consolidate attachments into one master document. eOrganizer’s automated processes mean no more misplaced files, no more missing attachments, and no more messes! Your underwriters will enjoy a smoother handoff process and your investors will thank you for the tidy documentation.

Snapshot custom and standard forms to the eFolder

Allows the printing (snapshot) of both custom and standard forms to be captured in the eFolder without having to map a custom output print form. Many, many use-cases for evidencing iterative forms, checklists, screengrabs, data at certain parts of the process, quick-print for review, etc.

Screen Shot from the Web Directly to your eFolder

Now you have the ability to browse to any website and take a screen capture directly into the eFolder. The KM Browser allows for the ability to specify which eFolder bucket to place the attachment. Tool comes with 2 fields. One is the field to specify where the attachment should go and what to name the attachment. The other is the URL.

Update Purchase Advice Information Without Entering a Loan

Allow for users to quickly give the system all needed information when entering purchase advise information without needing to enter the loan.

Streamline and automate your appraisal review and intake process

The Appraisal Assistant automatically reads your XML data and maps key data points into fields you can control, report on, or write rules around. It also flags potential issues or discrepancies, allowing underwriters to prioritize their review without having to examine everything in detail.

Gain unparalleled visibility and control over your loan data

Advanced auditing capabilities and a user-friendly interface let you easily track changes and compare values and ensure the accuracy and integrity of your loan information. Customize audit scenarios and create snapshots at various loan stages. Instantly view side-by-side comparisons of old, new, and current values, along with user and date information. Streamline underwriting by quickly identifying changes since the last review.

Our basic Batch Utility (Pro version available)

A crowd favorite and the ultimate time-saver tool for admins, compliance, or just about anyone who has to modify more than one loan. Manage 100's or 1000's of file and field changes all in a simple excel sheet, drag it in and hit "go". The Batch Update Utility does the rest.

Saves Time and Smells Delicious

Add more features to the already powerful Batch Update Utility and run other KMT plugins in Batch Utility Pro. For starters, batch assign, reassign, or clear out loan file contacts. Then come the big guns - batch import/export of eFolder documents.

TRULY. AUTOMATED. UNDERWRITING!

We've combined our Condition Manager and Condition Formatter products to create one tool providing truly automated conditions for Underwriting, Preliminary, and Post-Closing. This incredible tool dynamically adds the appropriate conditions, removes those that do not apply or are eliminated, checks for duplicates, AND fills in the blanks! Users can customize and dynamically update specific condition lists in a print form or email. There are multiple configuration options to build into a print form or an email, including standard and HTML-ready linked field assignments and format preview.

Your Processors', Post Closers', Disclosure Desk's Favorite Tool

No more stare and compare coupled with endless clicking by your Disclosure Desk or Post Closers as they work through the file. In a single, user-friendly screen, critical information about each disclosure (right down to the fee-level if you want) is tracked, presented side-by-side, and compared to the current values, highlighting in red anything that doesn't match!

Automatic, real-time, duplicate loan checks

With Dup Check, sales and operations managers, as well as compliance staff, can stay on top of the messy business of duplicate loan files. Recapture revenue and enjoy peace of mind by maintaining compliance once credit has been pulled. Avoid adverse file restructuring when time to close matters, detect and prevent fraud, improve loan origination system efficiency, reduce user latency issues, find hidden discrepancies, and provide a smoother borrower experience.

This little assistant streamlines your eDisclosures

On one side it's a friendly assistant, and on the other a management utility that records when an eConsent was sent out, received, and returned. Then add the ability to assign and retrieve documents by auto-pressing the retrieve button in the efolder (on loan open & loan save) and assigning users to documents automatically.

Automated Underwriting for Enhanced Conditions

Just like our Condition Manager tool but fully supports Enhanced Condition Automation! This incredible tool adds the appropriate conditions, removes those that do not apply, eliminates and checks for duplicates AND fills in the blanks!

Simplify Escrow Management

Finally, a much sought after solution to automate your aggregate escrow details setup. The Escrow Manager utility allows the system administrator to “set it and forget it” to ensure escrow date ranges are completed on time, every time.

Set it and forget it

Automate intent to proceed upon opening the loan based on the eSignature of one or all borrowers. No more manually going through the packages in disclosure tracking to indicate ITP based on data that is already in the system. Set it and forget it! This utility allows automation based on the Disclosure Tracking audit trail and is compatible with any integration that populated the eDisclosure tracking details. Manual overrides are enabled to allow Integrations with other 3rd party origination systems through custom field mapping. Appraisal ordering compliance is solved!

Saves 7 hours per month for every 100 loans.

Did you know how many clicks your staff averages a month moving loans between folders? 4,210 per 100 loans. Not to mention all of the "oh, I forgot to move it" emails! Loan Folder Automation moves loans to the appropriate folder, in real-time, based on whatever rule(s) you need. RESPA 6 pieces? Go to the pipeline folder. Adverse status changed, loan funded... etc etc etc. Simple and awesome.

Saves 6 hours per month for every 100 loans

900+ clicks, and more than 6 hours a month, for every 100 funded loans... all goes away! Put your MERS Registration on autopilot. This utility allows for either event or milestone-based automation OR batch registrations! Easy controls and preferences, easy setup, and saves hundreds of clicks and hours of manual efforts per month.

Goodbye Manual Transfers, Hello Automation: Be First in Line!

Just what it sounds like... a powerful solution that not only streamlines, but completely automates your MERS transfer process! This time-saving tool fully automates the otherwise VERY manual task on every loan, ensuring seamless MERS management when loans change hands and freeing up your Post-Closers' time to work on more important tasks. Whether you're selling to institutions or transferring rights to a sub-servicer, MERS Transfer Automation handles the process with precision and efficiency.

A powerful, agile quality control solution

QC Regulator is your comprehensive solution for audits, pre-fund & post-fund QC reviews, now packed with enhanced features. Whether you require random/discretionary, targeted, or our latest static selection (specific # of loans), QC Regulator has everything you need. It seamlessly integrates the entire external review process within the Encompass loan file, saving you significant time and effort.

Quickly Find Duplicate SSNs

A one-click, in-loan solution that allows users to query the entire system, regardless of borrower position, for any duplicate SSN's and borrowers. A simple 'report' is produced, which you can have added to the efolder, evidencing a successful dup search.

Blend Integration Tools & Automation

Blend’s Integration with Encompass Banker unlocks a mortgage process that is simpler, faster, and safer, while improving conversion and customer satisfaction with seamless lending experiences across digital, phone, and in-branch channels. The Blend integration is available for purchase as a one-time fee, or monthly subscription.

Saves hours of headaches and frustration

Doorbell is an indispensable tool, delivering efficiency day in and day out. If an LO steps away with a loan open or you need immediate access to review or lock a loan, ring the Doorbell. The user in the file receives a real-time popup notifying them you're requesting access, and if they have sound on, a 'ding-dong' to go with it! As soon as the file becomes available for editing, you'll receive a notification (and optional email) with a quick link to jump right in. Simple, effective communication and a huge time-saver. Period. Plus, with our latest enhancements, things just got cooler.

Keep Track of Your BE & TE Windows

When dealing with multiple versions of Encompass open at the same time it might be difficult to remember which window belongs to your BE and TE. With this utility you can customize the title in the top bar of Encompass which will also show in your hover thumbnail in Windows.

Dynamic color control for your pipeline

Remember when TV was black and white? Nope, neither do we. Your Pipeline, in dynamic color, based on whatever rules you desire. Suspended loans red? Loans past 3 days in the queue orange? TPO loans blue? Whatever you want, brings complete clarity to your team, and helps easily identify files needing a call to action.

Add more info or fields to the Loan Banner

Why can't I add more info or fields to the Loan Banner? Well, now you can. Drive productivity, streamline workflow, and save hair follicles. Whatever fields or even hyperlinks (internal or external) you need to quickly access.

TEXT UPDATES FOR YOUR BORROWERS, REALTORS & MORE - INTEGRATED AND AUTOMATED

Loan Messenger™ is just one of the powerful features INCLUDED in our Infinity Solutions™ suite of web tools - call for details!

FINALLY, a completely dynamic texting service that integrates with most LOS platforms, including Encompass. You get text alerts for the weather, game scores, dental appointments, even early dismissal for your kids. So, why aren't your borrowers getting text updates about the most important financial process of their life?

THAT GIANT WHITEBOARD HANGING IN THE CLOSING DEPARTMENT WE ALL KNOW AND LOVE...JUST GOT A MAKEOVER!

Maestro is just one of the powerful features INCLUDED in our Infinity Solutions™ suite of web tools - call for details!

Maestro provides a web-based, dynamic and integrated Calendar Solution, which provides real-time file status, alerts, tracking and BI, from anywhere in the world you have an internet connection.  CD and Funding Status, Color Coding, and Admin Controls such as; Same-day Cut-off Requests, Max File Load, Multiple Queues, and much more.

Sometimes it’s the simple things in life!

As you navigate through your loan file, simple back and forth buttons allow you to return to screens you were just working on, toggle back and forth, and bounce between tools and forms. No more "show all" and "alphabetical order" to find the form you need!

Never worry about plugins running again

The Session Automator gives you unparalleled, dynamic control of your Encompass automation needs, providing an intelligent, live admin session to run your plugins and trigger-based logic without having to manually log in multiple times a day or worry about a lost connection.

Alert Smart Client Users from Outside Encompass

Web Doorbell is an extension to the original smart-client-only doorbell utility. This utility allows TPO and Encompass Web users (from outside the Encompass smart client) to request a smart client user to exit a file. Once the user is out of the file, the requester gets a notification back. The web doorbell can also be loaded on any third-party site to allow for ringing. Set up SMTP credentials in Infinity Solutions to provide email notifications from third-party users to Encompass users. The user requesting access will also get a notification advising that the loan is available for edits if configured via SMTP.