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™ (Finally! Complete Encompass User Analytics)
  • Control Panel FX™ (Bulk File Edit and Bulk File Move)
  • ToolBox FX™ (Customizable 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)


  • Borrower Pair Highlighter Plugin™ (Never Miss the Co-Mortgagors again)
  • Conditions FX™ (Makes Conditions Manageable)
  • Current User Profile in a Custom Form (Helps Write User and Rights Based Rules)
  • Disable ALL Order Doc Buttons Plugin (Even the one under the Audit button)
  • ePrint Button Plugin™ (Capture, Save and Print your Entire Form)
  • Home Counselor Plugin (Are you still doing this Manually?)
  • Pipeline Highlighter™ (Stylish Business Intelligence)
  • Triggered & Round Robin Assignment (Helps Balance your Company Workload)
  • Triggered Loan Folder Management (Keeps Your Loans in the Correct Folders)

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

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

Third Party Tools

Code Wizard (Intelligent Code Editor & Error Checker for Calculations and Field Triggers)
Loan Debugger (Quickly see which field triggers change which fields in real time)
Biz Rule Analyzer (Instantly search all business rules, field triggers and form code)
Field Explorer (Quickly find and filter all standard, virtual, custom and indexed fields)
Form Debugger (Bridge Encompass and Visual Studio to write and fix Input Form Code 100x Faster)

Third Party Admin Forms

Check for  Duplicates (Checks for Duplicate Loan Numbers. Process List of GUIDs into Loan Numbers) 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
LO State Licenses (Complete LO State License Summary / Detail export to Excel)
Locked Fields (Quickly see all “locked” fields (where the blue lock was clicked by a user) free source code

Third Party Plugins

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
eFolder Document Popup Plugin  (Popup eFolder Docs from a Custom Form)
Exit Encompass at 4:AM (Makes for consistent customization and plugin rollout across entire company) free source code
Macro Exec Plugin (Call Macro.ExecAction() and Macro.ExecSignature() inside Field Triggers)
Merge eFolder Docs (Merges multiple documents into one destination doc)
Number Words (Converts Numbers to Words) free source code
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)
UW Conditions Trigger (Automatically add Underwriting Conditions inside Field Triggers)
[CX.NOW] At Open / Save (Helps to execute Field Triggers that use Virtual Fields)  free source code