Solution Template – Encompass

This solution template can be used to exchange information with Encompass LOS origination system through API connection. Automate is capable to generate the connection and execute instructions needed to retrieve and send information to this application.

You can use this solution template to:

  • Create Loans
  • Update Loans information
  • Generate Pipeline’s reports and send it via email
  • Retrieve Loan’s attachments


    Ready to start using this solution template?



    A member of our team will follow-up to discuss your unique needs and requirements to help build and implement this solution template.

    This task is compatible with:

    • Automate Ultimate 11.2 and higher
    • Automate Plus 11.2 and higher
    • Automate Desktop 11.2 and higher
    Fortra's connectors, solution templates, and digital coworkers are the result of our experience training and implementing automation initiatives for our customers. All the configurations are maintained by Fortra Professional Services. If you need our help to configure a connector, please complete the form here.