Encompass by Ellie Mae

This is how to do an EDI link from Encompass.

1.  You will need to log into Trakker™.

2.  Go  to menu item Review/ Loan/ New.

3.  Click on EDI link button 

4.  Click on the button labeled Encompass.

5.  This will launch the Encompass login.

6.  Put in your Encompass Username, password and server IP number.

7.  This will launch the Encompass Loan import.

8.  Look for the file and click on it

9.  Click on the Import button.

10. Once this is done click next and verify information.

11. Information not transferred or required by Trakker™, may be entered into the appropriate fields.