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Encompass Integration

Encompass Integration

How to Use IncomeXpert from the Encompass Services And the Blueprint Website

This training video walks you through the process of using IncomeXpert within the Encompass services tab. It is designed for...

Using Encompass Partner Connect (EPC) with Income Expert using two Encompass Instances

Please note this link to the Quick Reference Sheet. This PDF guide outlines the steps demonstrated in the video....

Accessing the Encompass e-folder and Services Tab

When using IncomeXpert within Encompass Partner Connect, it’s important to be aware of a known system limitation in Encompass: the...

Encompass & IncomeXpert Workflow Within Encompass Partner Connect

You can now conveniently access and use IncomeXpert directly within your Encompass system via Encompass Partner Connect. This seamless integration...

Encompass & IncomeXpert Workflow with Document Upload

The IncomeXpert and Encompass Partner Connect integration simplifies your underwriting and processing workflow by allowing you to upload, review, and...