We’re excited to share an update that brings greater flexibility and efficiency to document organization within Encompass. EPC Document Mapping has been expanded to support additional integrations, giving customers more control over how critical documents are routed within their eFolder workflows.
EPC Document Mapping is now live in production for the following Encompass integrations:
This enhancement builds on existing EPC document mapping capabilities previously available for Credit, PCM, and AccountChek, extending consistent document routing functionality across more services.
With this update, Encompass administrators can now create custom document mappings for each supported integration. This allows returned reports to be automatically placed into the appropriate eFolder containers, helping teams:
By ensuring documents land in the correct folders from the start, teams can maintain cleaner files and a more efficient loan process.
Encompass administrators can enable document mapping by following these steps:
Each supported integration offers a defined set of document types available for mapping, allowing administrators to align document placement with internal workflows.
These enhancements are already live in production and available to Encompass customers today. If you have questions about enabling EPC Document Mapping or would like guidance on best practices, your Informative Research team is ready to help.