Export It enables administrators to easily export loan lists and related field data to a spreadsheet or database.  Borrower and business contact information can also be exported. Exports may be run on demand or scheduled to automatically run.

 

Prerequisite

Before using Export It, ensure the following requirements are met:

  • The Encompass® SDK is installed and activated on the workstation 
  • The installed SDK version matches the Encompass® version in use

The SDK can be downloaded from the Ellie Mae Resource Center.

 

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 Enterprise Tier.


3. Click Settings > PowerTools™ Enterprise tab.

4. Download Export-It by clicking Download.

5. Open the downloaded ZIP file and run the Installer: Export-It 360

6. Follow the on-screen installation prompts.  Security warnings may require approval.

 

Using Export It

After installation, Export It can be launched from the PowerTools™ Dashboard. From the left navigation menu, select PowerTools™ Enterprise, then click Export It.


 

Upon launch, a login screen will appear. Log in to continue.

When logging in, the server must be entered in one of the following formats:

https://BExxxx.ea.elliemae.net$BExxxx  

OR

https://TEBExxxx.ea.elliemae.net$TEBExxxx


 

At the top of the form, the user selects the type of information to export:

  • Loan Export (Data)
  • Borrower Contacts
  • Business Contacts


 

Note: The instructions below apply to Loan Data exports. Contact exports use different elements.


Overview

There are 6 tabs:

  • Manual Export
  • Event Setup
  • Automation
  • Logs
  • EM Fields Lookup
  • About

 

Manual Export Tab

The Manual Export tab is used when automation is not enabled. The user enters search criteria, clicks Search, selects the loans to export, then clicks Export and chooses an Event template.

The selected Event determines which fields are exported and their destination. Events can be run once or scheduled to run automatically, as configured in the Automation tab



 

Event Setup Tab

An Event serves as a template that defines:

  • Which loans to export (when using Automation)
  • Which data fields to include
  • Where the exported data is sent

To create an Event, click Add and assign a name.

 

Search Criteria

The user selects the Encompass folders and defines criteria to determine which loans will be included in the export


 

Fields to Export

Click Add to choose the specific fields or data elements to export.



Destination

Click Destination to specify where the exported data will be delivered. Data can be exported to a spreadsheet or database.


After completing the setup, click Save.

If the Event will be automated, it must be added to Events for Automation (located in the right column).


 

Automation tab

The Automation tab allows users to schedule exports or run them once.

Before starting automation, the Event must be selected under Events for Automation in the Event Setup tab (see previous section). Only one Event can be automated at a time.

Available options include:

  • Start – Begins the automated export process
  • Run Once – Executes the selected Event a single time
  • Timer Setup – Schedules the export to run at user‑defined intervals
  • Clear Log – Clears the log of previously executed Events


 

Logs tab

The Logs tab displays a history of all completed exports, including loan data, borrower contacts, and business contacts.


EM Fields Lookup tab
The EM Fields Lookup tab allows users to search for Encompass fields by category, field ID, or description, making it easier to identify and select the correct fields for export.

 

Installed Components

  • Custom Form: None
  • Codebase Assemblies: None
  • Custom Data Objects: None
  • Plugins: None

Custom Fields Created:

Fields:

Description

Format/Type

Max Length

N/A