How to request an MI quote in Encompass

How to request an MI quote in Encompass

Add all our providers to your “My Providers” list
  • Arch MI – Direct
  • Essent Guaranty, Inc
  • National MI
  • Radian Direct via Encompass 360
  • Genworth – Direct Connect

Open your loan and go to Services on the bottom left.  Click on “Order Mortgage Insurance”


The provider list will pop up. You will need to add our providers from the All Providers tab one at a time.



Go back to My Providers and select the provider for quote.



The quote screen will pop up next. The username, password, and Master Policy Number will be pre-populated for you. Just pick your options and click Rate Quote. Be sure to Pick Deferred Monthly, Monthly Advantage, etc.



    • Related Articles

    • Encompass stalls when attempting to print a custom form

      The text below is copied from Ellie Mae's knowledge base. (KB# 000011042) From the Start menu, type "regedit" and open the regedit.exe program. In the registry editor, navigate to one of the following key depending on the bit-ness of your OS: For ...
    • How to export a Fannie 3.2 file from encompass

      Within a loan, goto the Services tab and click on the Access Lenders button. In the pop up window, choose "Export file to other partners" and hit the Continue button. In the save screen, choose the destination for the file and give it a name.  In the ...
    • Error in OB

      1.  Make change request. 2. Mark note for the duration of the extension. 3.. Make sure that you have a selected who the extension should be charged to. Options: Branch or Borrower
    • "Form failure" error in Encompass when trying to print

      The error should look like this. - Looks to be the same root cause as the OpenDataSource200 error (MailMerge). - This is due to a WinWord.Exe issue the user is unaware of Resolution: SOLUTION: The error is to help notify the client they have a ...
    • Credit Request Upgrade

      If you receive the following message then a credit report was ran that either didn't reflect the spouse or additional person on the loan. This issue with credit report request is just due to having more then one borrower on the loan in tandem with ...