Sometimes we need to manually create a loan file in Encompass®. Can we still use the Needs List to securely collect documents from our borrowers?
Yes, one the great features of LiteSpeed is that our integration allows a Needs List link to be generated for any loan in Encompass®.
For no additional cost, LiteSpeed includes a custom form installed in your environment that allows you to customize the documents being requested or generate a Needs List link on any file.
Many of our lender customers use this approach to easily and securely collect documents and to prevent borrowers for sending Personal Identifiable Information (PII) over email.
