You can customize Encompass® settings to better fit the needs of your organization. By default, all data fields and documents listed in the Encompass® Settings window will be retrieved back into Encompass®, but you can adjust these to suit the needs of your company. For instance, if the appraisal XML is unnecessary for the loan file, you can unselect this option to minimize clutter in Encompass®. Or, if you do not want the appraisal fee to be populated, you can disable it to keep it from appearing within Encompass®. Any field that you disable on the Encompass® Settings window will prevent it from being populated in Encompass® when the user retrieves.
Administrator users can view and adjust the Encompass® fields and documents by accessing the gear icon in the upper left-hand side of their account and maximizing the option for Encompass® Settings.
Please note: The ability to view and edit your Encompass® Settings is controlled by your account manager. If you do not have the Encompass® Settings option after clicking the gear icon, contact your account manager to have it enabled.
Encompass® is a registered trademark of ICE Mortgage Technology® Inc.