The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to enable Encompass conditions to Floify document requests. This allows for LO teams to sync up conditions requested from Floify directly to their Encompass conditions.

Read about using this feature here: Sending Encompass Conditions to Floify

From the Company Dashboard, navigate to Company Settings and then Basic Settings:

Scroll down to LOS Settings and locate the option Conditions from Encompass.

Select the option to Manage on the right:

Select the option to Enable Automatic Conditions from Encompass and choose if you prefer to allow or require use of the automatic conditions:

Select which type(s) of conditions you would like to pull into Floify:

If you would like to use custom enhanced conditions, enter the name(s) of the custom types here, separated by a comma:

Select the options for the type of document requests, automatic or manual approval into Floify, and the upload location:

Choose whether to allow Manual Conditions Requests via Add New Doc:

Select Save and you are all set to request conditions via Encompass in Floify:

Depending on the company settings, there may also be team-level configurations needed.

From your loan pipeline, navigate to Settings and select the Template Docs tab:

Scroll down to the Automatic Conditions from Encompass section and select the option to Edit Automatic Conditions from Encompass:

Select the option to Enable Automatic Conditions from Encompass for your team. You can then select if you'd like the names, descriptions, and request types to require approval before appearing in the borrower portal:

Choose the location that you'd like the accepted borrower requests to be sent to. Make sure you select Save to confirm your changes: