Prerequisites
Please note that before these tools can be activated,
clients must be able to access the Toolshed Portal and have obtained API
credentials.
Toolshed Portal
If the primary Encompass® Administrator does not have access
to the Toolshed Portal, please email support@lendertoolkit.com with
the administrator's name, email address, phone number and the Encompass® Client
ID. Our support team will be happy to assist with setting up access.
API User and Persona
Please note that the API versions of our PowerTools™ and
automations require an API user to be created in each instance where the
PowerTools™ are installed. Lender Toolkit can submit a request to ICE to
generate the Client ID and secret key pair.
If credentials have not yet been obtained, use the link
below to request credentials.
Request
API Credentials for PowerTools and Automations
Activation
FEMA Disaster Search - API is activated through
the Toolshed Portal.
- Sign
in to Toolshed Portal with an administrator account. Select the correct
Encompass® instance.
- Open Settings > Enabled Products.
- Locate FEMA Disaster Pro. Move the switch to On.
Important: The API and SDK versions of the
PowerTool™ cannot be active at the same time. Companies currently
using the SDK (desktop) version must turn off and uninstall it before
activating the API version.
How to Use the Tool
- KPI cards — total impacted loans, states
affected, disaster types, and counties impacted.
- Declaration type — All Types, DR (Major
Disaster), EM (Emergency), FM (Fire Management).
- Lookback Period (Live pipeline mode) — 90 days,
180 days, 365 days, 548 days / 18 months (default), or 730 days / 2 years,
measured from each declaration date.
- Folders — multi-select filter on Encompass® loan
folders (Live pipeline mode).
- Search — loan number, borrower name, city,
state, ZIP, or folder.
- Loan table — borrower, loan amount, subject
property location, closing date, and the matched disaster records (disaster
number, declaration type, incident type, and declaration date). Expand a row
for detail.
- Map — impacted property locations, with a
per-state drawer for drilling into affected loans.
- Export — downloads the filtered FEMA results as
a CSV file.
- Pipeline — opens a modal listing every pipeline
loan with no disaster filter applied, useful for confirming coverage and folder
selection.
- Risk Level — minimum risk score: Low (2), Watch (4), Warning (8), or Severe (10).
- Risk Day — Today, Tomorrow, Day 2, or Day 3. Forecast days apply to the outlook products; when the ALERT (National Weather Service) source is selected, only Today is available.
- Alert Source — All, ALERT (NWS alerts), ERO (excessive rainfall), SPC (severe convective), NHC (hurricanes).
- Alerts table — loan and borrower details, county, alert category and name, headline, source, and risk score, searchable by loan number, borrower, location, county, alert name, or headline.
- Maps — alert polygon overlays on your loan locations, plus hurricane track maps for active tropical systems.
- Read-only — FEMA Disaster Pro does not write to Encompass® loan fields and does not add documents to the eFolder. Use FEMA Disaster Search when per-loan field writes and a PDF report in the eFolder are required.
- Live pipeline mode requires an Encompass® session. When the tool is opened outside Encompass®, the dashboard automatically shows Closed loans instead.
- Results are paged (300 loans per page by default). Search and filter selections apply to the loans retrieved for the current page, and displayed totals adjust accordingly.
- If a partial-data warning appears in Live pipeline mode, some pipeline requests did not complete — use Refresh to retry.
- FEMA and NOAA are the authoritative sources for declaration and alert data. Disaster and alert matching is geographic (state, county, and alert area) and is intended to prioritize review, not to replace a property-level inspection or investor requirement.