Step One: Click on the Gear icon in the bottom left corner of the page.

Step Two: Click on Company Profile or, if you are a Loan Officer, just click on My Profile from the menu. Choosing the Company Profile will set up Encompass from the company level, My Profile will only give you options to set the integration up from the individual Loan Officer level.

Step Three: Click on Integrations in the upper left corner under under Settings. This step is the same for both Company and Loan Officer settings.

Step Four: Click on Configure Integrations under Encompass. This step is the same for both Company settings and Loan Officer settings.

Step Five: After you complete the previous step, a box will pop up called Encompass Loan Sync Configuration. Fill in all of the information the box requires.

Step Five: After filling in all of the information required in the Encompass Loan Sync Configuration box, click on the Test Connection to Encompass button near the bottom of the Encompass Loan Sync Configuration box. This step is the same for both Company settings and Loan Officer settings.

Step Six - for Loan Officers: Choose if you want to automatically sync new loan applications to Encompass or not. This will only sync the files that have been created by your borrower using your Smart 1003 link. Click the Save button.

Step Six - for Company Setup: After testing the connection and getting a successful message back, identify which folder the loan applications are going to be put into, type the folder name into the box under Encompass Sync Folder. If you do not put the folder name in the indicated field, the loans will be placed into the default folder, known as the Pipeline.

Step Seven: Select the you would like paired with the indicated loan type under Encompass Loan Template Mapping. Click the Save button.