The CSV Loan Importer tool allows users to upload multiple loan files into Encompass® using a simple CSV file. Each row in the CSV represents a loan, and each column maps to an Encompass® field ID. This tool is ideal for bulk importing loans without manual data entry saving time and reducing errors.

Benefits

  • Upload multiple loans at once using a CSV file
  • Automatically creates the required folder: C:\EncompassLog\CSVImportUtility
  • Reduces manual data entry and minimizes errors
  • Supports optional loan folder and team member assignment

 

Activation

To turn this tool on:

1. Log in to Encompass® as a Super Admin.

2. Open LTK PowerTools™ from the Encompass® menu and click Settings.

3. Go to the PowerTools™ Free tab.

4. Turn on the CSV Loan Import by clicking On.

Note: After activation of the Tool, be sure to wait for the prompt stating that the download is complete prior to continuing.

5. Ensure a license number populated and restart Encompass®.

 

How to Use

(The first column must be loan template and the loan folder must be specified)

1. Prepare the CSV file:

  • First row = Encompass® Field IDs
  • First column = Loan Template (Field ID 2860)
  • Include a column for loanFolder to specify loan destination – be sure to spell as loanFolder (lower case “l”)
  • Optional: Add LoanTeamMember.UserID.Loan Officer to assign a Loan Officer
  • Remove all commas from fields and avoid duplicate Field ID columns

Example:

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2. Launch the tool from Encompass® > LTK PowerTools Dashboard > Free PowerTools™ > CSV Loan Importer.

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Note: Enter the Encompass® server URL

*An example would be "https://BE11122333.ea.elliemae.net$BE11122333"

   • ID: Use a Super Admin ID

   • PW: User’s password

3. Use the Browse button to select the CSV file and click Import CSV.

4. Check the Do Not Import Duplicates box if applicable.

5. Review the results CSV for successful imports and errors.

 

Other Features

Download Log
Click Download Log to save a record of all recent activity, including field IDs, values, and any fields that could not be set.


Translations
*This feature is intended for advanced users.
  • Click Translations to open the translations file for editing
  • Making changes here can affect how labels and messages appear in the tool. Proceed only if confident.

 

Installed Components

  • Custom Form: N/A
  • Codebase Assemblies: None
  • Custom Data Objects: None
  • Plugins: LTK-CSVImportUtility.dll

Custom Fields Created:

Fields

Description

Format/Type

Max Length

N/A