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®.

There are few key concepts and terms with Encompass that are important to understand and distinguish.

Concept or Term	Overview
Encompass Desktop	The Windows Desktop application version of Encompass, formerly known as Encompass SmartClient.
Encompass Web	The web version of Encompass, formerly known as LO Connect.
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 with GridBase® is quick and easy. Here are some guides to get your team started!

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.