Custom Input Forms and Encompass WorkBooks™
Take your business to the next level with Next Generation EncompassWorkbooks, Input and Admin Forms
Join the FX Revolution!
- User Friendly & Touch Enabled*
- Single Input Screen Solutions
- Improved Compliance
- Reduced Inefficiency
- Define Procedures
- Drive Workflow
A Better User Experience
Origination
Tired of bouncing from form to form? Gain a competitive edge by making data collection simple.
Origination Workbooks™
Simplify the collection of borrower, subject property and loan information and reduce the number of forms to review.
Enhanced Borrower Summary Input Form
Start collecting borrower data from the first contact to better manage a file through origination.
Origination Center
Standardize communication between loan officers and processors and assign their responsibilities.
Loan Scenario & Comparison Tool
Build up to four unique loan scenarios—including payment, rate and closing costs and more—so borrowers can shop and compare.
Processing
Our Processing Workbooks™ for Encompass ensure smoother borrower verifications, appraisal orders and milestone management.
The Initial Review Checklist
Track all requirements for conventional, FHA and VA loans, as well as all external sources of information.
The Self-Employed Verification
Get help collecting and validating self-employment data, tracking verifications and printing custom borrower letters for external underwriters.
The Processing Worksheet
Gain a concise view of everything your staff needs, including transaction management and an appraisal center for tracking appraisal orders.
Milestone Management
Finish milestones on brokered or investor-underwritten loans from submittal to funding
Underwriting
Our Underwriting Workbooks™ Lenders large and small trust our underwriting workbooks for Encompass to streamline mortgage decisions.
Underwriting Decision
Track all conditions and condition statuses and print directly to eFolders.
The Underwriting Worksheet
Consolidate all the information required to underwrite in a single 4-page form.
Compliance Center
Track changes to critical data by processors when the loan is resubmitted—and save the results with one click.
Closing
Our Closing Workbooks™ for Encompass help Protect every sale by ensuring you have the right forms and pre-closing conditions are met.
Closing Docs Order Form
Request closing figures and documents and set and clear pre-closing conditions.
The Closing Audit Worksheet
Works with the Closing Docs Order Form to provide a more efficient view while safeguarding data entry
Post-Closing
Our Post-Closing Workbooks™ help you follow up on closed loan package stips and registrations and ensures processes are followed according to policies and procedures
Closing Docs Order Form
Request closing figures and documents and set and clear pre-closing conditions.
The Closing Audit Worksheet
Works with the Closing Docs Order Form to provide a more efficient view while safeguarding data entry.
Compliance
Meeting complex regulations just got easier with our compliance forms and worksheets made for Encompass.
LE/CD History Tracking
Capture the last 10 disclosure events, change circumstance events and add document track change of circumstance fee changes on one Custom Form.
Certification of Valuation Delivery
Manage appraisal orders and certify deliveries of appraisals, AVMs, desk and field reviews and more.
User Touches Management Utility
