Encompass® permits lenders to customize which documents (once provided) get deposited in which document folder. This ensures lenders can route their specified documents to their customized folder automatically, streamlining the Appraisal Firewall X and Encompass integration. Follow these steps to create your customized document folders. 

1. From the Services Management overview list, find Appraisal Firewall. Select the vertical ellipses and choose Document Mapping. 

 

2. By default, the appraisal report will automatically be routed to the Appraisal folder and does not need to be configured for document mapping.

A screenshot of a document Description automatically generated

Select the + Add Another to enter the name of the Document Types and the name you want to display within the eFolder Document Folder. The Document Types column MUST match the exact document type in Appraisal Firewall X to ensure the documents map to Encompass appropriately, while the eFolder Document Folder column is how you want the eFolder name to be displayed. 

Once the appraisal order reaches a ‘Done’ status in Appraisal Firewall X, this triggers the automation process for all eligible documents to be delivered back to their respective custom document folders. If the Send Documents when Delivered setting is enabled within Appraisal Firewall X, documents will automatically be pushed to their respective eFolder. No manual retrieval is necessary in Encompass. 

A screenshot of a computer Description automatically generated

3. Below is the list of Appraisal Firewall X document types. Enter these names under the Document Types column exactly as they are presented, depending on which document you want mapped to its own folder. Under the eFolder Document Folder column, create or select a folder name. The name entered or selected will be the title of said eFolder, where the specified Document Type(s) will be delivered. 


DOCUMENT TYPES

  • Appraisal 
  • Appraisal XML
  • 2nd Appraisal 
  • 2nd Appraisal XML
  • Reinspection Delivery
  • Reinspection Delivery XML
  • 2nd Reinspection Delivery
  • 2nd Reinspection Delivery XML
  • Scorecard
  • 2nd Scorecard
  • Appraiser Invoice
  • Attachments
  • Borrower Delivery
  • 2nd Borrower Delivery
  • Comm Log
  • 2nd Comm Log
  • Completeness Check
  • 2nd Completeness Check
  • Independence Cert
  • 2nd Independence Cert
  • System Invoice
  • 2nd System Invoice
  • Payment Auth
  • 2nd Payment Auth
  • SSR
  • 2nd SSR
  • Verisite Collateral Data

4. Once the document types and folders are in place, select SAVE. Selecting Cancel will direct the user to the Services Management screen, while Delete All Mappings will remove all document mappings in place. 

Please note: If no customized document folders are set up, all documents will be directed to the Appraisal document folder, whereas the Appraisal Firewall X system generated invoice will be directed to the Invoice folder. 

Encompass® is a registered trademark of ICE Mortgage Technology® Inc.