Overview
The Encompass Conditions Sync feature allows Floify to automatically pull loan conditions from the Encompass LOS into Floify as document requests.
When enabled, Floify retrieves conditions marked as “Requested” from Encompass and adds them as document requests in the Borrower Portal. Conditions can appear either automatically or after loan officer approval, depending on your configuration.
When synced, condition names and descriptions appear in the Borrower Portal as new document requests, ensuring a consistent borrower experience across both systems.
Read about setting up this feature here: Enable Encompass Conditions
Sending Conditions
Once a condition has been marked as requested in Encompass, if it is a condition type configured to be picked up, you should see it reflect automatically in the portal, either automatically or manually. See below for how to review these in Floify.
Automatic Conditions
Approval Required by Loan Teams
In the loan pipeline, you'll see a tab for Conditions Pending Review, which acts as a filter for any loan with outstanding conditions requests that need approval:
To view and approve the conditions, select the gray icon available in the view selected, either from the pipeline, or within the loan view:
From the Pipeline:
From the Loan Flow
The conditions modal will pop up:
Once opened, you will see the total number of conditions you have requiring approval:
Validate or edit the name of each request:
Validate or edit the description of each request:
Choose the Borrower Response Method:
Optionaly, you can upload a sample document:
Once completed, indicate you want to Add the Condition to Docs Owed:
Alternatively, you can delete any conditions no longer needed:
Once each condition has been reviewed, save your changes, which will deliver each condition reviewed and approved to the borrower:
Automatically Approved Conditions
If you are configured for automatically approved conditions, the documents will simply be delivered into the loan as document requests for your borrower to complete.
Manual Conditions
Navigate into the loan flow using the red, yellow, or green icons towards the left of the borrower's name:
Select the Add New Doc option near the right in blue:
Select the option to request an Encompass Condition:
Enter a condition name, select the Encompass conditions tab, upload a sample document (optional), enter a condition description, and the borrower response method. Make sure you select Submit to confirm:
FAQ
Q: Does Floify support Enhanced Conditions?
A: Yes, Floify supports both Standard and Enhanced Conditions from Encompass
Q: What is different with Standard Conditions
A: Yes, Floify supports both Standard and Enhanced Conditions from Encompass
In the Details section of the condition, Print should reflect whether you want to send it internally or externally.
Please note that you will need to have the corresponding Print configuration selected in your Settings. For example, if you choose to print an underwriting condition internally but you only have 'Print Externally' checked in Floify, it will not go out.
In the Tracking section > Status > 'Requested' or 'Re-requested' should be selected.
Q: Do conditions deliver back into the correct place in Encompass?
A: Borrower-uploaded docs get sent back and attached to the correct condition in Encompass