Encompass is a comprehensive Loan Origination System (LOS) designed to centralize and streamline mortgage operations
Encompass Sub-Tab in Mloflo
The Encompass sub-tab within the Integration section of Mlofloallows users to manage user-specific and role-specific details related to Encompass. The sub-tab provides access to loans, user roles, and settings needed for account activation.
1. Activation of Encompass Account
Steps for Activation:
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Access the Activation Option:
- Navigate to the integration section in Mloflo.
- Locate the "Click Here..." option on the Encompass page to begin the activation process.
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Enter Encompass Credentials:
- You will be directed to the settings page within the Encompass tab.
- Enter the following details:
- Instance Id: Your unique Encompass instance identifier.
- Client Id: Provided by Encompass.
- API Secret Key: The secret key for API access.
- User Name: Your Encompass username.
- Password: Your Encompass password.
- Base URL: The base URL for the Encompass API.
- All States Licensed User Id: User ID for state licensing.
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Activate Encompass Account:
- Save the credentials.
- Your Encompass account will now be activated, allowing access to the integration features.
2. Loan Management
Once the Encompass account is activated, the Encompass sub-tab allows users to view and manage loan details. Key features include:
Loan Details:
- Loan Number: Unique identifier for each loan.
- Borrower’s Name: The name(s) of the borrower(s).
- Email: Borrower’s contact email.