Product Hatching Ideas

Encompass Loan Options Disclosure Integration Request

Add to the Encompass integration coding that will allow us to pull our information from the anti-steering/disclosure section that will pull in Encompass's Loan Options Disclosure.  Hall Financial has sent over a sample Loan Options Disclosure with a lot of fields that would help in this process.

Currently customers who are sending this out, mainly Brokers, are having to enter this manually. 

  • Brett Schommer
  • Mar 14 2017
  • Moved to Prioritzation
Rating BOB-0
Revenue or Retention? Revenue
Workaround Present No
Impact to Existing Customers Multiple
Customer ID(s) 23hall01 and any broker customer
Business Value 2 - Important to a few, minor impact on brand, minor competitive advantage
Urgency 2 - Minimally time constrained
  • Attach files
  • Admin
    Lori Rezac commented
    March 16, 2017 19:49

    Does everyone using Encompass use this Loan Options Disclosure? Is it required for them to use? Have any other customers requested this be mapped? What percentage of our customers use Encompass?

  • Admin
    Lori Rezac commented
    March 20, 2017 19:38

    Ellie Mae - Encompass is used by approximately 43% of customers (132 total).