Automated Encompass Disclosure Deadline Flags
Through the day, WebRun opens Encompass, finds new and recently changed loans whose initial disclosures are not yet sent, flags the ones approaching their disclosure deadline, posts a Slack alert to the compliance channel, and logs each at-risk loan in Google Sheets. WebRun flags loans for a person to action and never sends a disclosure itself.
How do I stay within mortgage disclosure send deadlines?
Through the day, WebRun opens Encompass and finds new and changed loans whose initial disclosures are not yet sent, comparing each against its disclosure deadline. It flags the loans approaching the deadline, posts a Slack alert to compliance, and logs each at-risk loan in Google Sheets. WebRun flags loans for a person to action and never sends a disclosure itself.
- At-risk disclosures surface within minutes of a loan starting
- Compliance acts before the deadline, with hours remaining shown
- Disclosures are never auto-sent, a person always actions them
Built for loan officers · compliance teams · mortgage processors · lenders
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.encompassloconnect.comin a real browser with your saved login - no setup, no API keys. -
1
Encompass - find loans nearing the deadline
icemortgagetechnology.com
WebRun finds loans in Encompass whose disclosure deadline is approaching. - Open Encompass and find loans with a new or changed application date and disclosures not yet sent
- Compare each against the disclosure deadline that follows application
- Flag any loan whose deadline is approaching and capture the borrower, application date, and hours remaining
Done when Every loan with disclosures due soon and not yet sent has been flagged.
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2
Slack - alert compliance
slack.com
WebRun posts compliance an alert of loans nearing the disclosure deadline. - Post the compliance channel an alert listing loans approaching their disclosure deadline
- Lead with the hours remaining so the most urgent files are actioned first
- State clearly these are flagged for a person to send. WebRun never sends a disclosure itself
Done when Compliance has the current at-risk disclosure alert in Slack.
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3
Google Sheets - log each at-risk loan
google.com
WebRun logs each at-risk loan with its disclosure deadline and hours remaining. - Open the disclosure tracker and add or update a row per at-risk loan
- Record the application date, the deadline, hours remaining, and whether it has been actioned
- Sort so the soonest deadlines sit at the top
Done when Every at-risk loan is logged with its deadline in the sheet.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it send the disclosures itself?
No. WebRun never sends a disclosure. It only flags loans whose deadline is approaching and alerts compliance to action them. Sending disclosures stays with a person inside Encompass, so a regulated step is always handled by your team.
How does it know a loan is at risk?
It reads each loan's application date in Encompass and the disclosure deadline that follows, then flags any loan with disclosures not yet sent and the deadline approaching, reporting the hours remaining so the most urgent are actioned first.
Why run it every few minutes?
Disclosure deadlines are time-sensitive, so WebRun checks frequently through business hours to catch a newly started or changed loan quickly. You set how close to the deadline it should start alerting compliance.
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Put this on autopilot.
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