Funded loan report for Encompass

Blend requires customers to provide a report of the total number of completed transactions on a monthly basis within ten days of the end of the month.

 Note: If you are an Encompass customer and live with the NextGen integration, talk to your Deployment Lead about automating your funded loan reporting using APIs.

 Note: When you generate this report, it will now pull full applications (funded and non-funded) from the previous 180 days, along with all the Blend requested fields. Please email this to reporting@blend.com within ten business days after the first of the month. If you have any questions you may email customeradvisor@blend.com

 Note: Send the funded report to the deployment lead who helped with the Blend onboarding process. 

To easily comply with this request, Encompass users can set up the below report which provides all requested loan information. This report, in accordance with basic Encompass functionality, does not run automatically every month but customers are encouraged to set up any recurring and/or automatic reporting their external systems can support. Blend is happy to work with you and your systems to receive your information in the easiest fashion for your company.

1. In Encompass, navigate to the Reports tab.

 2. Click the new icon and create a new report with whatever title you’d like. (Suggestion: Completed Transaction Report for Blend).

3. Select the report you just created.

4. In the Fields tab, click new icon and begin to add the fields.

a. Click the magnifying glass icon.

b. Search for the fields by field number in the search bar.

c. Click OK after each field is found to add to the report.

  Note:  Repeat step 4 to add each field.

 5. Add the following fields (by searching their field numbers) using the steps in Step 4.

  Note: Your funding date field may differ from the example shown (1997 - funding funds sent date). Please select the Encompass field(s) you use to identify a funded loan (e.g., 1997, 2553 with filter, 1999, etc.).

6. To include the report run date you need to add a different type of field. Click the new icon.

a. Select Excel Calculation Field radio button.

b. Enter Run Date in the Field Description.

c. Enter =Today() in the Excel Formula section.

d.  Click OK. 

Completed report sample 

Add report filters

7. Click Filters tab. 

8. Click new icon to add a new filter. 

a. Add your funding date field (Field 1997 - Funding Funds Sent Date in this example).

b. Select Last 180 days for Operator.

c. Click OK. 

9. Click new icon to add another new filter. 

a. Add Field 3142 (GFE Application Date).

b. Select Last 180 days for Operator.

c. Click OK. 

10. Make sure the Joint column shows Or. 

11. Add any additional filters you use to identify funded loans (e.g., Field 1997 is not null, Field 1393="Loan Originated", etc.)

12. Click Folders tab.

13. Click Select loan folders manually radio button. 

14. Select all folders which may contain funded loans from the prior month. 

    Tip: Make sure to include the Pipeline, Closed Loans, and any Prospect folders. DO NOT include Test folders. 

15. Click Milestones tab. 

16. Make sure Include all loan files without regard to milestones is selected. 

 Note: Please do not email any borrower PII as per Blend's information security policy. If borrower PII needs to be shared, contact Support directly via email at support@blend.com for additional instructions on securely transferring the data.

DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (support@blend.com) for more information on what features are enabled for your use.