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Direct Encompass Integration

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Direct Encompass Integration

Direct Encompass Integration

The CoesterVMS Direct Encompass Integration provides clients the tools and features necessary to manage their appraisal pipeline directly from Services View in Encompass.Our development team designed the integration to mirror the Cloud Control System and include many of the tools requested on our previous interface by client users. We believe this tool will provide significant efficiency gains to clients utilizing the Encompass Platform.

Features

The information below details the exciting feautres available through the new interface: 

Feature

Description

Population of Loan File Fields to Order Screen

  • Nearly all fields required to request an appraisal now populate directly to the order form

User Association

  • Staff members placing orders may now associated additional users with an order to ensure they receive all necessary updates

Multiple Document Upload

  • The updated interface allows ordering users to upload multiple documents during order placement

Comprehensive Pipeline Management

  • Users can access, monitor and update all orders available through their profile in the Pipeline screen

Status Update Feed

  • This feature provides real time status updates in an easily accessible log from the Pipeline screen

Get Started Today!

Click the link below to download instructions on using the Direct Integration:
Download Integration User Guide