There are many things that are tracked in Encompass that can be difficult to export or view. Encompass Administrators may be limited in how well they can diagnose issues without spending hours reviewing complicated logs or manually copying information out of Encompass and into spreadsheets. Specifically, companies that might want to track usage of Encompass by IP address and Username, there is no tool available built into Encompass to Export this information for review or analysis.
The Activity Log plugin in Lender Toolkit’s Toolshed provides an easy to use interface for reviewing, analyzing, and exporting Loan Open and Close events and includes the UserID, IP address, Computer Name, and Loan Folder. It includes an Export to Excel feature, and can be easily searched from within the tool’s user interface.
Security and permissions to Encompass are one of the highest time-spends for Encompass Administrators in an industry that is full of regulation. This tool makes it easier for administrators to monitor who is accessing loans and where from a high level. This information can be used to determine how to best improve the security of their environment.