Overview
Email Triggers
Tracks the number of LP-added conditions at the time of Conditional Approval for each loan. Loans waiting to be written are shown in the Pending queue below and are retried automatically every 2 minutes.
Pending
History
Reports
Run History
Document Triggers
Automatically checks Encompass on the configured interval. When a loan's documents and field conditions match, an email is sent once per trigger/loan pair. Use Test Run on any trigger to test without activating it.
New Document Trigger
Loan field conditions that must all pass before the email sends. Leave empty to fire on any matching document upload.
Upload a .docx Word file. Place {FieldID} tags (e.g. {364}, {LoanNumber}) to merge live loan data.
Add email addresses, Encompass roles, or loan field IDs that hold an email address.
Use [FieldID] or [LoanNumber] placeholders in the subject or body.
Document Readers coming soon.