Electronic Document Management isn't high tech. It's just good business sense.
Why go paperless? Cutting paper from your
business process doesn't just save precious natural
resources; it also saves you time and energy, and
makes life easier for your borrower. Imagine if you
could securely request and receive important
borrower documents with just a click of a button; if
your loan officers and processors could work on the
same file on the same day—even if they work in
offices miles apart; if you could store all of the
elements of a loan file in your software and easily
access them even years later. Think of the
convenience and the time you would save, not to
mention the peace of mind you'd gain knowing that
your clients' data was safe and secure.
All Borrower Documents—Electronically Managed in
Encompass
- Save time and keep client data secure by requesting,
receiving and storing all borrower documents within
Encompass
- Make the loan process easy and stress free for your
borrower by giving them one secure site to view document
requests and a toll-free fax that delivers the documents
right back into your loan file
- Give your borrowers the option to eSign or wet sign
disclosures
- Easily convert paper documents such as applications,
appraisals, bank statements and closing packages into
electronic images stored in your loan file
- Save money and shorten the time to close by
receiving critical loan documents faster—no more faxes
or postal mail
- Compare documents and loan data side by side and
make necessary changes to your file while the document
is still open on your screen
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One Updated Loan File
- Keep loan officers and processors connected—even if
they're in different cities or states—by allowing
everyone to access and work on the latest documents
right within Encompass
- Store everything in your loan file: borrower
documents, the 1003, GFE, all settlement services and
any paper documents converted to electronic images
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Initial eDisclosures
- Send and track federal and state disclosures for all
50 states directly from Encompass
- Track borrower acceptance or rejection of
disclosures via automated emails
- Ensure the right disclosures are ordered with
automated loan file auditing
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Support for the Life of Your Loan
- Work in the eFolder from origination, processing and
closing through underwriting and post-closing
- Track documents right from your loan file
- Easily collaborate with colleagues throughout the
process
- Manage preliminary, underwriting and post-closing
conditions
Learn More
Electronic Document Management is available as part of our Encompass CenterWise service. Please call us at 888.955.9100 to learn more.
