Smarter eFolder mapping with dynamic container logic for Encompass
Dynamic Container Mapping: Flexible eFolder organization for Encompass lenders
Manually managing folders in Encompass slows down processing and increases errors—especially when handling complex loan files. Ocrolus’ new dynamic container mapping feature automates how documents are grouped and placed inside Encompass eFolders, using values like borrower name, property address or financial institution.
In this Product Pulse, the Ocrolus team demos how it works and explains how lenders are using it to improve speed, accuracy and file clarity.
Key takeaways
- Automatically group documents in Encompass eFolders using contextual values (e.g., borrower name, address or institution)
- Separate borrower and co-borrower documents for income and asset files
- Route REO vs. subject property documents into the correct folders with address-based logic
- Standardize attachment naming conventions for better stacking order compliance
- Use the self-service dashboard tool to map and update folder rules—no support ticket needed
- Enable via support ticket today; deeper configuration controls coming soon
Next steps: Strengthen your document workflow in Encompass
Manual folder management creates delays, errors and compliance risks—especially as loan volumes rise. Ocrolus’ dynamic container mapping automates document grouping and routing to help lenders streamline processing and reduce manual work.
Interested in seeing how dynamic container mapping can enhance your Encompass workflow? Request a demo to explore how smarter folder logic and automation can save time, improve accuracy and keep your team focused on high-value tasks.
