<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager </aside>

Integration of MLOFLO with Encompass

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 MLOFLO allows 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:

1. 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.
2. 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.
3. 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.
• Phone: Borrower’s contact phone number.
• Status: Current status of the loan.
• Created On: The date the loan was created.

Functionalities:

1. Refresh: Updates loan information to reflect the most current data.
   • Usage: Click the "Refresh" button to reload loan details.
2. Show on System: Displays loan information within the MLOFLO interface.
   • Usage: Turn on the "System" button to view loan details within MLOFLO.
3. Encompass: Provides a direct link to view the loan in the Encompass system.
   • Usage: Click the "Encompass" button to access the loan in Encompass.

3. Roles Management

The Roles feature enables Super Admins to manage role-specific details within Encompass.

• Details:
  • ID: Unique identifier for each role.
  • Name: Role name.
  • Roles: Permissions and functions associated with each role.

4. User Management

The Users feature allows Super Admins to view and manage user-specific details within Encompass.

• Details:
  • Name: Full name of the user.
  • Phone: User’s contact phone number.
  • Email: User’s email address.
  • Encompass ID: The unique Encompass identifier for each user.
  • Roles: Roles assigned to the user within Encompass.

5. Syncing Loans with Encompass

After activating the Encompass account, leads added to the MLOFLO pipeline can be synced with Encompass as follows:

• Syncing Loans:
  • Once a lead is added and the loan application process starts, MLOFLO displays options like "Sync Encompass Loan."
  • Initially, only the sync option is available.
  • As the borrower's application milestone progresses to "Application Completed," the "Pushed to Encompass" button becomes visible to the loan officer.
• Pushing Loans to Encompass:
  • Clicking the "Pushed to Encompass" button pushes the loan data to the Encompass system for further processing.

Pushing Loans and Organizing Them in Encompass

1. Push Loan to Encompass:
   • After the loan reaches the milestone where the borrower’s application is completed, you’ll see the "Pushed to Encompass" button in MLOFLO.
   • Click this button to push the loan details from MLOFLO to the Encompass system.
2. Loan Details in Encompass:
   • Once the loan is pushed, the details will become visible in Encompass. You can now categorize and organize these loans for better management.
3. Categorize Loans with Folders:
   • In Encompass, you have the option to create folders to categorize your loans. This allows you to sort and organize loans based on specific criteria.
   • For example, you can create a folder for a particular loan type and ensure that all similar loans are stored in that folder, separate from other loan categories.
   • To do this:
     • Go to the Encompass platform.
     • Select the option to create or manage folders.
     • Sort your loans accordingly, so they are neatly organized for easy access.

Viewing and Managing Loans in MLOFLO

1. Viewing Pushed Loans:
2. System Button for Folder Selection:
3. Sorting by Folders:

Roles and Users in Encompass

1. Viewing Roles:
2. Viewing Users:

These steps ensure a seamless integration between MLOFLO and Encompass, allowing you to manage and categorize loans effectively across both platforms.