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.
Automatically calculates HMDA rate spread (APR minus APOR) for rate-locked loans and writes the result to HMDA.X15. Runs every 30 minutes when active.
Status
Recent Runs
Test Run — Rate Spread
Enter a loan number to run the rate spread calculation for that loan only.
Geocodes property addresses on loans that are missing census tract (field 700) and writes HMDA geography fields — 699 (MSA), 700 (Census Tract), 1395 (State FIPS), 1396 (County FIPS). Runs every 15 minutes when active.
Status
Recent Runs
Test Run — FFIEC / Census Tract
Enter a loan number to geocode and update HMDA geography fields for that loan only.
SMTP Settings
Configure a custom SMTP server to send Email Trigger and Document Trigger emails directly from your own domain.