Custom Encompass development, from input forms to full apps
Custom input forms for Encompass Web, business-rule automation, borrower portals, internal tools — built by engineers who ship production lending software every day, and documented so your team owns it.
What we build inside (and around) Encompass
Custom input forms for Encompass Web
The desktop forms your team lives in, rebuilt for Encompass Web — field logic, conditional sections, calculations, role-based views. Rebuilt screen-for-screen or redesigned properly, your call.
Business rules & custom fields
Audit, consolidate, and rebuild. We map what actually fires in your instance, kill the dead weight, and document the rules that run your pipeline so they stop being tribal knowledge.
Workflow automation
Milestone-driven automation on Developer Connect: assignment routing, condition management, disclosure triggers, task creation — the manual steps your ops team repeats fifty times a day, automated with audit trails.
Borrower portals & intake
Modern application intake, document upload, and status-tracking experiences that write directly into Encompass. Your brand, your domain, no clunky embeds.
Internal tools & dashboards
Lock desk boards, pipeline dashboards, QC checklists, reporting tools — purpose-built screens for the jobs Encompass screens weren't designed for.
Document & e-sign workflows
Document rules engines, e-sign routing, eFolder automation — the paper layer of your operation, made programmable.
Consultants who are also builders
We operate our own mortgage lending platform — CRM, document engine, e-sign, LOS integrations. When you hire us you get engineers who've already made (and fixed) the mistakes most shops make on your dime.
Production-tested patterns
Encryption, audit trails, role-based access — compliance-grade by default, because our own platform demands it.
Weekly demos
Working software every week. If the direction's wrong you find out in days, not at the end of a quarter.
You own everything
Source code, documentation, infrastructure — handed over clean. No license fees, no hostage situations.
Common questions
Do desktop custom input forms work in Encompass Web?
No — desktop custom input forms built with the Input Form Builder for Smart Client do not carry over to Encompass Web. They must be recreated as web input forms. We rebuild them screen-for-screen where that is right, and redesign them where years of field sprawl deserve cleanup.
Can you build custom input forms for Encompass Web?
Yes — this is one of our core services. We build web input forms with proper field logic, conditional visibility, calculations, and role-based behavior, tested against your actual loan scenarios before rollout.
Can you clean up our business rules and custom fields?
Yes. Most mature Encompass instances carry hundreds of business rules and custom fields nobody remembers creating. We audit what fires, what conflicts, and what is dead — then consolidate, document, and rebuild the ones worth keeping.
Do you build borrower-facing tools too?
Yes. Borrower portals, document upload flows, status trackers, and application intake experiences that write straight into Encompass via Developer Connect — modern web apps, not iframe embeds.
Have a workflow Encompass doesn't do out of the box?
That's the job description. Describe the workflow on a free call and we'll tell you the cleanest way to build it — and what it costs, fixed-scope, before we start.