Custom Documents Built Within Encompass®

Are you still using your own institution's forms in conjunction with documents produced by Encompass? 

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Many institutions are not aware that a wide range of your internal forms can be built directly within Encompass and integrated into existing document sets — custom documents with preliminary disclosures, custom documents as part of your closing package -  all data populated automatically from the system.

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In some cases, institutions are already using basic custom documents. In others, this capability remains largely or partially untapped.  

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As part of my advisory engagement, I work directly with management, lenders, processors, underwriters, and closers to  automate and implement custom documents within Encompass — no third-party provider required.

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This may include:

• Welcome and onboarding letters

• BSA / CIP acknowledgment forms

• First payment letters and payment coupon documents

• Institution-specific disclosures and internal forms that your compliance team may want in addition to what Encompass provides.

 

These documents can be:

• Automatically populated with loan, borrower, and institutional data

• Incorporated seamlessly into existing document packages and workflows

• Can include your institutions branding/logo.

 

The result is improved consistency, reduced manual effort, and a more professional borrower experience — while maintaining control within the institution’s existing system environment.

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The goal is to have every document needed come straight from the Encompass system!

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