Contact Names & Login:
Encompass Welcome Letter and Helpful Information:
Setup/Install and User Guides: (Screen Shot at Bottom Of Page)
Consumer Connect Instructions:
Each LO has their own link. The highlight on the right side of the picture is key.
Info Needed for Setting Up A New Bank LO - used mostly in Missouri Branch.
Instant Messaging In Encompass
Creating Custom Print Forms:
Encompass Training & Instructions:
How To Input New Mortgages - Coming Soon
Can't Retrieve Documents From The E-Folder - Click Additional Services, E-Doc Mgmt and check the box for the user
If a borrower has trouble filling out the application on a Mac: Works on macOS Catalina version 10.15.6 & recent versions. Link of what computers can be updated to this OS (copy & paste): https://support.apple.com/en-us/HT210222
Need more research on what OS the application does not work on.
Contact Information & Helpful Links:
Encompass Cost Sheet:
2019: $132.00 per loan
2020: $134.50 per loan
Required Steps for Encompass User Setup:
New Users must have their user ID and password established by the Red Diamond Encompass Admin. Once this is completed it must be loaded into the users login screen along with the Red Diamond Encompass Server Name. The server name appears on each user's login page.
