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LB Encompass Integration - Quick Reference Guide & User Guide

     LoanBeam is available through Ellie Mae's Encompass mortgage management solution. The seamless integration allows lenders to order LoanBeam's solutions directly through Encompass to drive quality and efficiency in the loan origination process. 

     With this integration, submitting a borrower's financial information and tax documents to LoanBeam is easier than ever. There are no unnecessary downloads and uploads to use both systems.  Instead an API connection allows information to easily flow between both systems.

Attached please find 2 guides:

  • A Quick Reference Guide to get started
  • A User Guide for more detailed instructions on how to use the Encompass LoanBeam Integration