Locksmith provides a quick, streamlined way for team members to request access to a loan currently being worked on by someone else. Instead of sending emails, making calls, or messaging in chat, users can send a courteous alert directly within Encompass® with a single click. Once the loan becomes available, the requester receives a notification right away.

Benefits

  • Saves Time - Eliminates the need for back‑and‑forth communication to access a locked loan.
  • Improves Workflow Efficiency - Team members are automatically notified when it’s their turn, reducing delays and bottlenecks.
  • Enhances Communication - Provides polite, automated alerts—helping teams stay coordinated without extra manual steps.
  • Simple and Seamless - Works directly inside Encompass®, requiring no additional tools or complicated setup once enabled.

 

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 Locksmith 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®.

 

Email Notifications (Optional)

Locksmith uses the email settings configured in PowerTools Core > General Settings.

  • If SMTP settings are already configured, Locksmith uses those.
  • If not, it defaults to Lender Toolkit’s SMTP server.

There is also a Test Email button to verify your configuration.


Once activated, the Locksmith button will appear on the Encompass pipeline.

 

How to Use Locksmith

When attempting to open a loan that is currently locked by another user, Locksmith makes it easy to notify them.

  1. On the Encompass pipeline, click the loan that is currently locked.


  1. Click the Locksmith Button.


  1. A popup confirms that the notification has been sent.


  1. The user currently in the loan will receive a popup letting them know someone is waiting.


  1. As soon as they exit the loan, an email is sent to the user that requested access.


 

Admin Settings

Administrators can manage who receives Locksmith notifications:

  • Navigate to PowerTools > PowerTools Expert > Locksmith to open the Locksmith settings window.
  • Choose specific Users, Personas, or Groups to exclude from receiving popups. Click Save.

For example, an administrator may choose to exclude the admin user and the Closer persona from receiving notifications.


 

Installed Components

  • Custom Form: None
  • Codebase Assemblies: None
  • Custom Data Objects: None
  • Plugins: LTK-Locksmith.dll 

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