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 to title providers
  4. Automated contact / assignment updates with title providers
  5. Automate workflow with updates from title providers


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