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