Module 4: The eFolder

The eFolder provides a central location for Electronic Document Management (EDM) within Encompass, allowing you to access and manage the electronic files, documents, and conditions associated with a loan.

Using the eFolder, you can:

  • Request documents and settlement services

  • Retrieve returned documents and attach them to a loan

  • Send eDisclosure packages to borrowers

  • Send documents to borrowers and authorized third parties

  • Submit a loan to a lender

  • Create conditions and import conditions from Fannie Mae DO and Fannie Mae DU submissions

  • View a detailed history of changes to electronic files, documents, and conditions for a loan

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