Clients using Encompass® Partner Connect (EPC) by ICE Mortgage Technology® Inc. have access to new features that provide further customization to Settings options.
Content Includes:
Import Credit Report Pricing
Encompass® Partner Connect (EPC) offers a streamlined approach to give clients the ability to import their credit report pricing, which includes scores and liabilities. Clients can do the following:
- Leave the Import Credit Fee checkbox unchecked to keep the template Loan Estimate price.
- Enable the Import Credit Fee checkbox to import the credit report price and override the Loan Estimate price.
To enable the Import Credit Fee option, follow these steps:
- Open a loan and go to Services, then select Order Credit Report.
- Choose the EPC connection. Look for your CRA's name with dash (-) EPC appended to the name.
- When the Credit screen opens for the selected CRA, click the Settings button at top right.
From the Settings screen, look for the Import Settings section. By default, the Import Credit Fee setting will be disabled. When this feature is disabled, the credit report fee will not be imported, and it will not override the value within the Loan Estimate field.
- If Import Credit Fee is enabled, the fee will be imported and override the Loan Estimate credit report fee on the Fee Itemization form (field ID: 805), shown below.
Pre-Approval Indicators
From Encompass's main credit ordering screen, XpertOnline will automatically identify any products that are classified as Pre-Approval products in the background. Through this automation, lenders can easily identify loan files with pre-approval products from the EPC pipeline, similar to the Prequal Credit Report feature released earlier in 2025. This indicator can be found within the Borrower Summary - Origination form. NOTE: Pre-Approval product types are classified as any product that is a soft, trended-data credit product.
Encompass® is a registered trademark of ICE Mortgage Technology® Inc.