Knowledge Base

Before proceeding, the customer’s IT team must ensure that the following three domains are added to the company’s outgoing firewall. Failure to do so may result in issues with product registration, validation, and updates:

1. https://www.lendertoolkit.com
   
2. https://api.lendertoolkit.com
   
3. https://toolshed.s3-us-west-2.amazonaws.com/
   

For a complete list of domains to whitelist review the official help documentation.

For detailed Encompass® System Requirements, visit the Resource Center:

1. Download the PowerTools™ Encompass® package from:
   
   https://www.lendertoolkit.com/powertools.empkg
   
2. Open Encompass® Input Form Builder and log in with a Super Admin account.
   
3. Navigate to Tools > Package Import Wizard.
   
4. In the popup, click Browse… and locate the downloaded package file from Step 1 (LTK-ToolShed.empkg).
   
 

5. Select the file and click Open.
   
6. Click Next >  through the prompts. If prompted with “Overwrite Data” popups, select Apply this decision to all and click Yes. Loan data will not be affected.
   
7. Review the Import Package - Summary, and then click Import.
   
8. When the import completes, click OK on the confirmation popup.
   
9. When asked to open imported forms in the editor, click No.
   
10. Exit Input Form Builder by selecting File > Exit.
    

 

1. Log in to Encompass® as a Super Administrator.
   
2. From the main menu, select Encompass® → LTK PowerTools….
   
3. Complete the product registration form and click Submit.
   
4. If registration succeeds, a popup will display the license number. Click OK.  
   
• If registration fails, note the error and send it to support@lendertoolkit.com.
  
5. By default, PowerTools™ is visible only to administrators and super admins. To make it visible to all users:
   
• Go to Settings > Access.  Access can be granted to certain users or all users with specific personas.
  

1. Ensure PowerTools™ is activated (see previous section).
   
2. Log in as a Super Administrator.
   
3. Open PowerTools™ via Encompass® → LTK PowerTools….
   
4. Click Settings in the top-right corner.
   
5. Turn on each desired PowerTool™ by clicking On. Be sure to wait a few seconds for popup status messages.
   
6. After installation, click OK on the confirmation popups.
   
7. Close the PowerTools™ Dashboard and restart Encompass®.
   

1. PowerTools™ checks for updates when the first Super Admin logs in (once per day).
   
2. If an update is available, click Yes on the “New Version Update” popup.
   
3. After installation, click OK on the confirmation popup.
   
4. Restart Encompass® for changes to take effect.