The Document Lookup tool in Lender Toolkit’s Toolshed enables users to quickly locate the correct document name when working in the eFolder. Instead of scrolling through lengthy lists or guessing, users can simply search by keyword and instantly see the most relevant options.

This means:

  • Less time searching, more time validating and collecting loan information.
  • Fewer mistakes from misnamed documents.
  • Hundreds of hours saved each month across your team.

 

Activation

To turn this tool on:

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

2. Open LTK PowerTools™ from the Encompass® menu. Confirm the license includes the Optimized or Enterprise Tier.


3. Click Settings > PowerTools™ Optimized tab.

4. Turn on the Document Lookup by clicking On.

Important: 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 It

  1. In the eFolder, click the Magnifying Glass icon next to the document name dropdown in the Details window.

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  1. A search window will open. Users can scroll through the list or use the search (filter) textbox.

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  1. Type keywords into the Filter textbox. It searches both the document name and description.

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  1. Select the document name and click OK or just double-click to apply it instantly.

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A screenshot of a computer screen AI-generated content may be incorrect.

Installed Components

  • Custom Form: None
  • Codebase Assemblies: None
  • Custom Data Objects: EFolderLookupButtonPluginLicenseKey.txt
  • Plugin: EFolderLookupButtonPlugin.dll

 

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