Document Sync

The Blend - Encompass First Party integration supports document mapping from Blend to Encompass. Customers provide the mapping instructions (e.g. which Blend document type corresponds to which Encompass eFolder document name), and the configuration and setup of these mappings will be performed by Blend's internal teams. Documents can be exported in real time from Blend to Encompass and mapped to the Encompass eFolder. Document mapping currently is supported for Borrower Follow Up documents and signed disclosures.

The following configurations are available for Document Sync for follow ups:

• (Default option) Import all documents as attachments to the file manager (no mapping to document) 
• Import all documents to a single document name
• Import all documents to multiple document names (including unassigned in file manager)

The following configurations are available for Document Sync for disclosures:

• (Default option) Import all documents as attachments to the file manager (no mapping to document) 
• Import all documents to the existing document name in Encompass for the disclosure document

Blend can also update a custom field with the current date/time at the time of exporting a document.

Note: Documents can be added to the file manager while another user is accessing the loan via the Encompass SmartClient but the operation of attaching a file to a document is not supported if another user is in the Encompass SmartClient.  Blend will retry the attachments using a schedule when a user is in the loan to complete the attachment at a later time.