Who is Encompass?  

Ellie Mae is a leading provider of innovative on-demand software solutions and services for the residential mortgage industry. Ellie Mae’s Encompass digital mortgage solution provides one system of record that enables banks, credit unions and mortgage lenders to originate and fund mortgages and improve compliance, loan quality and efficiency.

Contact Encompass via https://www.elliemae.com.


Integration type: LOS 


What will the Floify—Encompass Integration support? 

When the integration is configured and active:


  • Documents uploaded to Floify will be synced the the loan folder within Encompass
  • Encompass loan files can be automatically created upon the start of a loan flow in Floify
  • Seamless importing of Fannie Mae 1003 loan data will be available
  • One-way sync of milestones from Encompass to Floify and triggering of Floify-based automated email/SMS updates will be available
  • Borrower electronic consent (eConsent) will be uploaded into Encompass


How to Set Up and Use

The set up for this integration is handled completely by our onboarding team on behalf of the customer. This integration does require a subscription at our Enterprise level. If you have questions regarding our Enterprise plans, please contact our sales department at sales@floify.com or 720.316.8343.


This section describes the Floify Encompass integration implementation details for two-way data communication between Floify and Encompass.


The steps detailed in the articles in this section are typically performed by your Encompass Administrator.




Apply Now Encompass Fields eConsent and Borrower Credit Authorization Encompass and 1003 Fields

When Floify’s Encompass integration is enabled, once the borrower submits the loan application, the following occurs:


  1. An Encompass loan file is created.
  2. The LO is assigned ownership on that Encompass loan file.
  3. The “Source of File” field is set in Encompass on that loan file.
  4. The LO Team is notified by email.
  5. The loan application is added to the LO Team’s Prospects page, along with the eConsent and Credit Auth in PDF form.

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