Automating Encompass Workflows with GridBase

Automating Encompass Workflows with GridBase

Encompass is a very flexible and powerful system for automating lenders' workflows. The many points of configuration and flexibility means it can often be challenging to know where to start when configuring your environment as an Encompass admin. This article aims to present the variety of guides available that an Encompass admin can leverage to automate their workflows using GridBase®.

Key Concepts and Terms

There are few key concepts and terms with Encompass that are important to understand and distinguish.
Concept or Term
Overview
SmartClient
The Windows Desktop application version of Encompass.
LO Connect
The newer, web version of Encompass.
Partner SDK (PSDK)
The toolkit previously used for Encompass integration. Integrations built on the PSDK are only supported on the SmartClient, and will no longer after October 31, 2025. See https://mortgagetech.ice.com/explore/encompass-sdk-and-legacy-integrations-transition for details.
Encompass Partner Connect (EPC)
The newer toolkit used for Encompass integration, which is fully supported by both the SmartClient and LO Connect. See https://docs.partnerconnect.elliemae.com/partnerconnect/docs/what-is-encompass-partner-connect for details.
Encompass Developer Connect
A series of RESTful APIs that Lenders may leverage to further integration and automate complex workflows and integration with Encompass. See https://developer.elliemae.com/ for details.
eFolder
A loan-specific document repository managed by/in Encompass. An eFolder may have may "sub-folders" or locations underneath it, which is important for lender workflow automation.

Getting Started

Getting started with GridBase® is quick and easy. Here are some guides to get your team started!
  1. Configure GridBase® in your Encompass instance
  2. Mapping documents to your eFolders
  3. Mapping custom fields via "Data Extensions" to automate workflow

Advanced Automation

With GridBase®, advanced doesn't mean difficult! The additional guides below show how your organization can mostly or completely avoid any need for direct user interaction with GridBase® to manage your title orders.
  1. Configuring "Easy Order" options (for LO Connect only)
  2. Fully Automate Ordering
  3. Automate loan updates with title providers
  4. Automated contact / assignment updates with title providers


    • Related Articles

    • Understanding Authentication with Encompass, GridBase, and a TPS

      Encompass Service Authentication Overview ICE Mortgage Technology's loan origination system, Encompass, is a rich and complex system. As such, it offers its own learning and training materials, for which this article only intends to supplement and ...

    • How to configure Encompass workflows for automated loan contact updates

      This guide explains how a lender's Encompass administrator can configure fully automated notifications with GridBase® in Encompass to notify title providers when an assignment (such as loan officer, loan processor, loan closer) has updated on a loan. ...

    • How to configure Encompass workflows for automated loan updates

      This guide explains how a lender's Encompass administrator can configure fully automated notifications with GridBase® in Encompass to notify title providers when an important update has been made to the loan for which the title provider must be ...

    • How to enable GridBase in your Encompass environment

      This guide explains how a lender's Encompass administrator can configure their Encompass account to enable the GridBase® service for the first time. Getting Started To begin, open your web browser and navigate to the Encompass portal (EPC). At the ...

    • Configuring Document Type mappings for Encompass

      Understanding Document Mappings When subscribing to Order Management by GridBase® from Encompass, both Lenders and Title Providers can fully establish fully configurable document type mappings to accommodate any kind of workflows built around ...