Knowledge Base

The USPS Address Verification tool, included in the PowerTools™ Free Tier, enables Encompass® users to quickly confirm and correct the subject property address in a loan file. With a single click, the tool sends the address to the official USPS database and returns a verified version. Encompass® user can then choose to update the loan with the corrected address—eliminating the need for manual lookups.

Benefits

• Reduces errors than can lead to compliance issues or delays in processing
  
• Eliminates manual lookups
  
• Allows customization of settings for Zip Code length and eFolder placeholder name
  

Activation

To turn this tool on:

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

2. Open LTK PowerTools™ from the Encompass® menu and click Settings.

3. Go to the PowerTools™ Free tab.

4. Turn on USPS Address Validation by clicking On.

Note: 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®.

Admin Settings (Super Admins)

By clicking the Settings button at the bottom of the form, Super Admins can configure:

• Zip Code Length – Choose 5 or 9 digits
  
• eFolder Placeholder Name – Customize the name of the saved verification PDF (default: “USPS Address Verification”)
  

How to Use It

Required Fields

Before running the verification, ensure the following fields are filled in:

• Address Line 1 – Field ID: [11]
  
• City – Field ID: [12]
  
• State – Field ID: [13]
  

Optional Field

• Zip Code – Field ID: [15] (Not required by USPS API)
  

Running the Verification

1. Go to the LTK-USPS Validation form.
   
2. Click Verify Address.
   
3. If USPS finds a match, a popup will display the verified address.
   
4. Choose:
   
• Yes – Copy the verified address into the loan file.
  
• No – Keep the original address.
  

After verification, a PDF is automatically generated and saved in the eFolder under USPS Address Verification or the placeholder name that is defined in the Admin Settings. Only the most recent version is marked as current.

Tracking and Audit

The tool populates custom fields to track when and by whom the verification was performed:

• CX.LT.USPS.VERIFIED.DATETIME – Date & time of verification
  
• CX.LT.USPS.VERIFIED.BY – Encompass® user ID
  
• CX.LT.USPS.VERIFIED.ADDRESS – Verified address returned by USPS
  
• CX.LT.USPS.VERIFIED – Y/N indicator confirming verification
  

Optional: Automate with a Field Trigger

Verification can be triggered automatically using the custom field:

• [CX.LT.USPS.RUN] = “Y”
  

This is useful for automation or business rules. Required fields must still be completed for the plugin to run correctly.

Installed Components

• Custom Form: LTK – UPSPS Validation
  
• Codebase Assemblies: None
  
• Custom Data Objects: None
  
• Plugins: LTK-USPSVerification.dll  
  

Custom Fields Created: