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      Automating Document Requests

      Supercharge your POS with seamless, Encompass-integrated workflows

      Collecting borrower documentation doesn't have to be a time-consuming, manual process. With LiteSpeed's Document Request Automation, you can simplify the experience for your loan team and your borrowers — without compromising on clarity, compliance, or brand consistency.

      A Smarter Way to Request Documents

      Thanks to our tight integration with Encompass, LiteSpeed takes full advantage of Encompass's workflow automation tools. That means your team can trigger document requests automatically based on specific loan events, milestones, or field updates — without lifting a finger. All powered by Encompass automation rules.

      What It Looks Like for Your Borrowers

      The borrower experience is identical to what they already know from disclosures:

      1. They receive a branded email notification from your team.

        Borrower Email Notification

      2. They’re directed to their Needs List in LiteSpeed.

        New Task Presented On Needs List

      3. Each borrower sees separate signing links for their required documents.

        Needs List Separates Task Into One Item For Each Borrower

      4. After logging in (or creating a password if they haven’t yet), they complete the DocuSign experience.

        Borrower Creates Password and Logins
        Borrower Tasks Action To Sign
        Normal DocuSign Experience

      5. Once signed, the task is automatically removed from their Needs List.

      This keeps the process simple and familiar — no surprises, no learning curve.

      Setup Support? We’ve Got You Covered.

      Our team can help you set up the automation rules directly within Encompass, and even provide a custom result set that allows for:

      • Bundled or single-document requests

      • Branded email notifications instead of Encompass defaults

      Let us help do the heavy lifting so your processors, LOs, and compliance teams can focus on more impactful work.

      Real-World Use Cases

      Here are just a few common documents lenders are now requesting through this LiteSpeed automation:

      • Borrower’s Certification & Authorization 

      • Credit Authorization

      • State-specific disclosures

      • Appraisal Acknowledgment 

      With automation, documents are collected sooner and more consistently, and nothing gets missed. Lenders tell us it’s freed up hours of manual follow-up — and improved borrower satisfaction along the way.

      Helpful Resources

      Borrower's Certification & Authorization - Internal Communication