How it fits your workflow.
ICE Encompass supports mortgage origination and lending workflows. The application file, loan milestones, and eventual servicing handoff represent different operational states. A useful connection preserves the origination reference while clearly identifying when the ongoing borrower relationship moves to the designated servicing system.
WORKFLOW FOCUS
Mortgage origination milestones and servicing handoff context.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Does closing a mortgage make Encompass the servicing ledger?
Not necessarily. Confirm which system administers the booked loan and preserve the link from the origination file to that servicing record.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.