Helping Mortgage Companies with Technology since 1995

Make Encompass Work Harder For You

Automate tedious procedures, reduce errors and create an amazing user experience. Anything is possible with MortgageTech’s suite of plug-ins and utilities.

Each program is designed to simplify day-to-day tasks, enforce your business rules and create consistency throughout the organization.

MortgageTech Tools, Admin Forms and Plugins

(All Products come with a 30 day No Questions Asked return policy)


  • User Touches FX™
    Complete Reportable Encompass User Analytics
    Tracks Number of User Touches
    Total Time in File & All Field Change History
  • Control Panel FX™ (Bulk File Editor and Bulk File Folder Mover)
  • ToolBox FX™ (Customizable Windows Forms Slide-In Panels)


  • Alert Tracker
  • BizDays Between Dates
  • Formatted Emails with Attachments
  • One Click Attach Documents to eFolder
  • Export Settings and Dedupe eFolder and Tasks
  • Named TeamMembers
  • Templates Used on This Loan File
  • User Maintenance (unlock users and reset passwords)


  • Alert Tracker (Counts and Lists All Alerts in a Custom Field to be used in Trigger Rules)
  • Borrower Pair Highlighter™ (Never forget the Co-Mortgagors again – UI Enhancement)
  • Conditions FX™ (Sub Groups of Conditions to be Displayed and Managed on Custom Forms)
  • Current User Profile in a Custom Form (Helps to Write User and Rights Based Business Rules)
  • Disable ALL Order Doc Buttons Plugin (Even the one under the Audit button)
  • ePrint Button Plugin™ (Capture, Save and Print your Entire Form – UI Enhancement)
  • Home Counselor Plugin (Are you still doing this Manually?)
  • Pipeline Highlighter™ (Stylish Business Intelligence – UI Enhancement)
  • Triggered Loan Folder Management (Keeps Your Loans in the Correct Folders)
  • Triggered Role Assignment (Automates the assignment of Users and User Groups to Milestones)
  • USPS Address Validation (VB Button Code, NO Plugin Required, Easy Setup for any Address)


Third Party Tools, Admin Forms and Plugins We Use and Endorse

(All Products have Free 100% Functional 30 Day Trials)

Third Party Tools (available for purchase through Mortgagetech)

(included with most AOD Subscriptions*)

  • Biz Rule Analyzer (Instantly search all business rules, field triggers and form code**)
  • Code Wizard (Intelligent Code Editor & Error Checker for calculations and Feld Triggers***)
  • eFolder Document Popup Plugin  (Popup single and multiple eFolder Docs from a Custom Form**)
  • Field Explorer (Quickly find and filter all Standard, Virtual, Custom and Indexed Felds***)
  • Form Debugger (Bridge Encompass and Visual Studio to write and fix Input Form Code 100x Faster***)
  • Loan Debugger (Quickly see which Field Triggers change which Fields in real-time***)

*No charge while your AOD Subscription is active. May be purchased at anytime.
** Installed, maintained and supported in all AOD Subscriptions.
*** Installed, maintained and supported only in 20, 30 & 40 hour AOD Subscriptions.

Third Party Plugins (available for purchase through Mortgagetech)

  • LO State Licenses (Complete LO State License Summary / Detail export to Excel)
  • Macro Exec Plugin (Call Macro.ExecAction() and Macro.ExecSignature() inside Field Triggers)
  • Merge eFolder Docs (Merges multiple documents into one destination doc)
  • Read Only Loan Access (Prevent Users from modifying and saving loans after specific Milestones)
  • Ready For UW Conditions (Syncs Document ‘Ready For UW’ status with Condition ‘Fulfilled’ status)
  • Remove Services Tab (Prevent running incorrect services. Sequence services & requirements)
  • Ship Ready Protect Doc (Prevent LPs from modifying docs which Underwriters mark as Ship Ready)
  • Time Check Plugin (Ensures that all Encompass Clients are within 5 minutes of Encompass Server)
  • Triggered & Round Robin Assignment (Helps Balance your Company Workload)
  • UW Conditions Trigger (Automatically add Underwriting Conditions inside Field Triggers)

Free Plugins, Tools and Administration Forms (includes source code)

  • Check for  Duplicates (Checks for Duplicate Loan Numbers. Process List of GUIDs into Loan Numbers) free source code
  • Custom Encompass Title (Customize Encompass title bar to show data from currently opened loan) free source code
  • Disable EscF5 Plugin (Disables ESC and F5 in Input Forms IE Control. Prevents data loss) free source code
  • Exit Encompass at 4:AM (Makes for consistent customization and plugin rollout across entire company) free source code
  • Export Audit Fields (Export all Audit Trail Field Changes) free source code
  • Field Descriptions (Export all Field IDs, Types and Descriptions to a File) free source code
  • Field Values (Quickly see all field values used in a Field Trigger code or condition) free source code
  • Locked Fields (Quickly see all “locked” fields (where the blue lock was clicked by a user) free source code
  • Number Words (Converts Numbers to Words) free source code
  • [CX.NOW] At Open / Save (Helps to execute Field Triggers that use Virtual Fields)  free source code