The FFIEC Lookup Tool in Lender Toolkit’s Toolshed enables users to quickly and accurately pull FFIEC data into a loan file with a single click. It leverages official FFIEC APIs to automatically populate the loan with census and income data—saving time and reducing manual entry errors.

 

Benefits

  • Time Savings: Automates data retrieval, reducing manual entry and speeding up loan processing.
  • Accuracy: Uses official FFIEC APIs to ensure reliable census and income data.
  • Error Reduction: Eliminates manual entry mistakes by populating data directly into the loan file.
  • Improved Workflow: Simplifies compliance-related tasks and enhances operational efficiency.
  • Faster Closings: Streamlined data integration helps move loans through the pipeline more quickly.

 

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 Expert, Optimized or Enterprise Tier.


3. Click Settings > PowerTools™ Expert tab.

4. Turn on the FFIEC 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. Open the loan file in Encompass®.
  2. Navigate to the Admin – FFIEC custom input form.
  3. Click Update from FFIEC to pull in all available data for the property.
  4. To view detailed census data, click Census Data. Additional FFIEC-related information can be accessed through other buttons on this form.
  5. A field trigger rule can also be created to automate pulling this data.  Set [CX.FFIEC.TRIGGER] = “X” in the rule.  If the address is invalid or missing, a popup alert will appear.

      6.  

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


      Note: If the property address is not recognized by FFIEC’s Geocode Lookup (common with new builds or recently developed areas), the tool won’t return data. In these cases, consult with internal teams for guidance.
      For more details on FFIEC data collection, visit the FFIEC Website:


eFolder

A document with the data returned by FFIEC will also be added to the eFolder.

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

 

Installed Components

  • Custom Form: Admin – FFIEC
  • Codebase Assemblies: None
  • Custom Data Objects: None
  • Plugins: FFIECPlugin.dll 

Custom Fields Created:

Fields:

Description

Format/Type

Max Length

CX.FFIEC.TRIGGER 

FFIEC Field Trigger

Check Box

 

 Additional fields found in the link here: FFIEC Field Definitions.xlsx