Keyboard Shortcuts Encompass Banker Edition

Keyboard Shortcuts

Encompass? Banker Edition

All keyboard shortcuts are described in the tables below. The options you can access will vary based on the settings in your user profile.

Some options are shown with two keyboard shortcuts. Shortcuts in the second, righthand column are "global" shortcuts. For example, no matter where you are in Encompass, if the print function is available, the global shortcut is Ctrl+P.

Some menus (such as the Forms menu on the Loans tab) contain duplicate shortcuts. Press the last key in the shortcut as many times as needed to locate the desired form, and then press Enter. For example, for the 1003 URLA input form, press Alt+F+U+1.

MENU BAR: Encompass (Alt+E)

Instant Messenger Loan Mailbox Calculator Settings Exit

Alt+E+I Alt+E+M Alt+E+U Alt+E+S Alt+E+X

Ctrl+I Ctrl+M Ctrl+U

Alt+F4

MENU BAR: View (Alt+V)

Home Pipeline Loan eFolder Trades > Security Trades Trades > Loan Search Trades > Loan Trades Trades > Master Contracts Trades > MBS Pools Trades > Correspondent Trades Trades > Correspondent Masters Contacts > Borrower Contacts Contacts > Business Contacts Contacts > Calendar Contacts > Tasks Contacts > Campaigns Dashboard

Alt+V+H Alt+V+P Alt+V+L Alt+V+F Alt+V+T+S Alt+V+T+N Alt+V+T+L Alt+V+T+A Alt+V+T+M

Ctrl+Shift+H Ctrl+Shift+P Ctrl+Shift+L Ctrl+Shift+F Ctrl+Shift+S Ctrl+Shift+N Ctrl+Shift+L Ctrl+Shift+A Ctrl+Shift+M

Alt+V+C+B Alt+V+C+U Alt+V+C+C Alt+V+C+T Alt+V+C+M Alt+V+D

Ctrl+Shift+B Ctrl+Shift+U Ctrl+Shift+C Ctrl+Shift+T Ctrl+Shift+M Ctrl+Shift+D

Reports

MENU BAR: Help (Alt+H)

Encompass Help HelpPad Tutorials Glossary Guides & Documents Encompass Training Technical Support Options Diagnostic Mode Feedback ICE Mortgage Technology Home Page Release Notes About Encompass

HOME: (Alt+M)

Home Page Back Forward Refresh Stop Print View Welcome Message

PIPELINE: (Alt+P)

New Loan Edit Loan Open Recent Duplicate Loan Import Move to Folder

Alt+V+R

Alt+H+H Alt+H+P Alt+H+T Alt+H+G Alt+H+U Alt+H+R Alt+H+O Alt+H+D Alt+H+F Alt+H+I Alt+H+N Alt+H+A

Alt+M+H Alt+M+B Alt+M+F Alt+M+R Alt+M+S Alt+M+P Alt+M+W

Alt+P+N Alt+P+E Alt+P+R Alt+P+U Alt+P+I Alt+P+M

Ctrl+Shift+R F1

Alt+Left Alt+Right F5 Ctrl+P Ctrl+N Alt+I Alt+M

June, 2022 ? 2022 ICE Mortgage Technology. All rights reserved. Encompass? and the ICE Mortgage Technology logos are trademarks or registered trademarks of ICE Mortgage Technology or its subsidiaries. Other company and product names may be trademarks of their respective owners.

Transfer Delete Loan Refresh

Export to Excel > Selected Loans Only Export to Excel > All Loans on All Pages Print Forms

Manage Alerts Customize Columns

Save View Reset View Manage Pipeline Views

Investor Services > Export ULDD to FannieMae > Selected Loans Only... Investor Services > Export ULDD to FannieMae > All Loans on All Pages... Investor Services > Export ULDD to FreddieMac > Selected Loans Only...

Investor Services > Export ULDD to FreddieMac > All Loans on All Pages... Investor Services > Export Fannie Mae formatted file Compliance Services > Export to LEF > Selected Loans Only...

Compliance Services > Export to LEF > All Loans on All Pages... Compliance Services > Generate NMLS Call Report Compliance Services > Generate North Carolina Compliance Report

LOAN: Loan (Alt+L)

New Loan

Save Loan Print Exit Loan File

Add Borrower Pair Manage Borrowers Manage Milestone Dates > Apply Manual Mode

Alt+P+T Alt+P+D Alt+P+F Alt+P+E+S Alt+P+E+A Alt+P+P Alt+P+A Alt+P+C Alt+P+E Alt+P+R Alt+P+W

Alt+L+N Alt+L+S Alt+L+P Alt+L+X Alt+L+A Alt+L+M Alt+L+D+M

Alt+T Alt+D F5 Ctrl+P

Ctrl+N Ctrl+S Ctrl+P

Manage Milestone Dates > Apply Automatic Mode

Manage Milestone Dates > Change Milestone Dates

Manage Milestone Templates > Apply Manual Mode

Manage Milestone Templates > Apply Automatic Mode

Manage Milestone Templates > Apply Milestone Template

Apply Loan Template Set

Apply Loan Program Template

Apply Closing Cost Template

Append Document Set

Append Task Set

Append Data Template

Apply Input Form Set Template

Apply Settlement Service Providers Template

Apply Affiliated Business Arrangement Template

Go to Field

Alt+L+D+A

Alt+L+D+C

Alt+L+T+M

Alt+L+T+A

Alt+L+T+T

Alt+L+T Alt+L+L Alt+L+C Alt+L+P Alt+L+K Alt+L+D Alt+L+F Alt+L+P

Alt+L+A

Alt+L+G

LOAN: Forms (Alt+F)

For URLA 2020 & RESPA-TILA 2015 LE and CD Form View:

1003 URLA - Lender 1003 URLA - Continuation 1003 URLA Part 1 1003 URLA Part 2 1003 URLA Part 3 1003 URLA Part 4 1098 Mortgage Interest 2015 Itemization Additional Disclosures Information Additional Requests Information Affiliated Business Arrangements Affiliated Business Disclosure Aggregate Escrow Account

Alt+F+U Alt+F+U Alt+F+U Alt+F+U Alt+F+U Alt+F+U Alt+F+I Alt+F+2 Alt+F+D Alt+F+Q Alt+F+A Alt+F+A Alt+F+A

Ctrl+G

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Appendix Q ATR/QM Management Bi-weekly Loan Payment Summary Borrower Information - Vesting Borrower Summary - Origination Borrower Summary - Processing Buydown Disbursement Summary Closing Conditions Closing Disclosure Page 1 Closing Disclosure Page 2 Closing Disclosure Page 3 Closing Disclosure Page 4 Closing Disclosure Page 5 Closing RegZ Closing Vendor Information Custom Fields Energy Efficient Mortgage Calculation FACT Act Disclosure Fannie Mae Additional Data FHA Management FHA Maximum Mortgage and Cash Needed Worksheet FL Broker Contract Disclosure FL Lender Disclosure FNMA Streamlined 1003 Freddie Mac Additional Data HELOC Management HMDA Information Home Counseling Providers HUD 1003 Addendum HUD-56001 Property Improvement HUD-928005b Conditional Commitment HUD-92900LT FHA Loan Transmittal Loan Estimate Page 1 Loan Estimate Page 2 Loan Estimate Page 3

Alt+F+A Alt+F+B Alt+F+B Alt+F+B Alt+F+B Alt+F+B Alt+F+C Alt+F+C Alt+F+C Alt+F+C Alt+F+C Alt+F+C Alt+F+R Alt+F+V Alt+F+C Alt+F+F Alt+F+D

Alt+F+M Alt+F+A

Alt+F+L Alt+F+C Alt+F+N Alt+F+F Alt+F+H Alt+F+M Alt+F+H Alt+F+H Alt+F+5 Alt+F+9 Alt+F+F Alt+F+L Alt+F+L Alt+F+L

Loan Submission MLDS - CA GFE NY Application Log NY Preapplication Disclosure Privacy Policy Property Information RegZ - CD RegZ - LE Request for Copy of Tax Return Request for Copy of Tax Return (Classic) Request for Transcript of Tax Request for Transcript of Tax (Classic) RESPA Servicing Disclosure Section 32 HOEPA Section 35 HPML Self-Employed Income 1084 Settlement Service Provider List Statement of Denial State-Specific Disclosure Information Transmittal Summary TX Broker Disclosure ULDD/PDD USDA Management VA 26-0286 Loan Summary VA 26-1805 Reasonable Value VA 26-1820 Loan Disbursement VA 26-6393 Loan Analysis VA 26-8261A Veteran Status VA 26-8923 Rate Reduction WS VA Cert of Eligibility VA Management Show All Forms

LOAN: Verifs (Alt+R)

VOD VOE

Alt+F+B Alt+F+D Alt+F+L Alt+F+Y Alt+F+P Alt+F+I Alt+F+R Alt+F+R Alt+F+Y Alt+F+R Alt+F+R Alt+F+R Alt+F+O Alt+F+H Alt+F+S Alt+F+S Alt+F+S Alt+F+N Alt+F+S Alt+F+A Alt+F+B Alt+F+U Alt+F+U Alt+F+0 Alt+F+6 Alt+F+V Alt+F+9 Alt+F+V Alt+F+8 Alt+F+I Alt+F+V Alt+F+O

Alt+R+D Alt+R+E

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VOL VOM VOR

LOAN: Tools (Alt+T)

Amortization Schedule Anti-Steering Safe Harbor Disclosure Audit Trail AUS Tracking Broker Check Calculation Business Contacts Cash-to-Close Co-Mortgagors Compliance Review Conversation Log Correspondent Loan Status Correspondent Purchase Advice Form Debt Consolidation Disclosure Tracking ECS Data Viewer Fee Variance Worksheet File Contacts Funding Balancing Worksheet Funding Worksheet Interim Servicing Worksheet LO Compensation Loan Comparison Lock Comparison Tool Lock Request Form Net Tangible Benefit Piggyback Loans Prequalification Profit Management Purchase Advice Form Rent vs. Own Secondary Registration

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Alt+R+L Alt+R+M Alt+R+R

Alt+T+A Alt+T+A Alt+T+A Alt+T+A Alt+T+B Alt+T+B Alt+T+H Alt+T+M Alt+T+C Alt+T+C

Alt+T+C Alt+T+E Alt+T+D Alt+T+E Alt+T+F Alt+T+F Alt+T+F Alt+T+F Alt+T+I Alt+T+L Alt+T+M Alt+T+L Alt+T+L Alt+T+N Alt+T+G Alt+T+Q Alt+T+P Alt+T+P Alt+T+R Alt+T+S

Secure Form Transfer Shipping Detail Status Online Tasks TPO Information TQL Services Trust Account Underwriter Summary Verification and Documentation Tracking Workflow Tasks Worst Case Pricing

LOAN: Services (Alt+S)

Additional Services Appraisal AVM Credit Report Doc Preparation Flood Certification Fraud/Audit Services HMDA Management Lenders MERS Mortgage Insurance Mortgage Signing My Custom Links Product and Pricing Title & Closing Underwriting Verifications Use New Encompass Docs Solution

TRADES: Security Trade (Alt+S)

New Trade Edit Trade Duplicate Trade

Encompass? Banker Edition Keyboard Shortcuts

Alt+T+S Alt+T+S Alt+T+O Alt+T+T

Alt+T+T Alt+T+T Alt+T+U Alt+T+V

Alt+T+W

Alt+S+N Alt+S+A Alt+S+V Alt+S+C Alt+S+D Alt+S+F Alt+S+I Alt+S+H Alt+S+L Alt+S+E Alt+S+M Alt+T+S Alt+S+K Alt+S+P Alt+S+T Alt+S+U

Alt+S+N Alt+S+E Alt+S+U

Ctrl+N 4

Delete Trade Export Trade to Excel > Selected Trades Only Export Trade to Excel > All Trades on All Pages Print Trade Lock/Unlock Trade Archive Trade

TRADES: Loan Search (Alt+L)

Search Loans Clear Search Export to Excel > Selected Loans Only Export to Excel > All Loans on All Pages Create Trade Create MBS Pool Assign to Trade Assign to MBS Pool Save View Reset View Manage Loan Search Views

TRADES: Loan Trades (Alt+L)

New Trade Edit Trade Duplicate Trade Delete Trade Export Trade to Excel > Selected Trades Only Export Trade to Excel > All Trades on All Pages Print Trade Lock/Unlock Trade Archive Trade Update Pending Loans

Alt+S+D Alt+S+E+A

Alt+S+E+S

Alt+S+P Alt+S+L Alt+S+A

Alt+L+S Alt+L+L Alt+L+X+S Alt+L+X+A Alt+L+C Alt+L+M Alt+L+A Alt+L+P Alt+L+E Alt+L+R Alt+L+W

Alt+L+N Alt+L+E Alt+L+U Alt+L+D Alt+L+E+S

Alt+L+E+A

Alt+L+P Alt+L+L Alt+L+A Alt+L+P

Alt+D Alt+P

Ctrl+N Alt+D Alt+P

TRADES: Master Contracts (Alt+M)

New Contract Save Contract Delete Contract Export Contract Print Contract Archive Contract Create Trade Create MBP Pool

Alt+M+N

Alt+C Alt+M+C

TRADES: MBS Pools (Alt+M)

New MBS Pool Edit MBS Pool Delete MBS Pool Duplicate MBS Pool Export MBS Pool to Excel > Selected MBS Pools Only Export MBS Pool to Excel > All MBS Pools on All Pages Print MBS Pool Lock/Unlock MBS Pool Archive MBS Pool Update Pending Loans

Alt+M+N Alt+M+E Alt+M+D Alt+M+U Alt+M+E+S

Alt+M+E+A

Alt+M+P Alt+M+L Alt+M+A Alt+M+P

TRADES: Correspondent Trades (Alt+C)

New Trade Edit Trade Delete Trade Duplicate Trade Export Trade to Excel > Selected Trades Only Export Trade to Excel > All Trades on All Pages Print Trade Lock/Unlock Trade Archive Trade Update Pending Loans

Alt+C+N Alt+C+E Alt+C+D Alt+C+U Alt+C+E+S

Alt+C+E+A

Alt+C+P Alt+C+L Alt+C+A Alt+C+P

Ctrl+N Ctrl+S Alt+D Ctrl+E Alt+P Ctrl+R

Ctrl+N Alt+D Ctrl+E

Alt+P Ctrl+L

Ctrl+N Alt+D Ctrl+E

Alt+P Ctrl+L

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