Email Tracking.

Move an email and its attachments from Outlook into the loan file, without leaving Outlook.

Mortgage Messaging Outlook Add-In screenshot
The Only Outlook to Encompass Integration

No Desktop. No Detour.

The traditional route out of Outlook runs through the desktop: save the attachment, switch to Encompass, find the loan, open the eFolder, browse back to the file, upload, delete the copy. The add-in removes every step of that. Open the email, pick what to send, confirm the loan, upload — the message converts to PDF automatically on the way in.

  • Over 1,600% faster than the traditional method of importing.
  • Nothing is ever saved to the user's desktop.
  • Certified Microsoft Store application, ready to deploy.

Microsoft Add-In App

Certified and published in the Microsoft Outlook add-in store, deployed to your mailboxes by your own Microsoft 365 administrator.

One-Time Registration

The add-in recognises the user's Outlook primary address and emails a registration key to it — once. After validation it opens straight to the upload screen every time.

Auto-Discover

The add-in looks up the loan automatically from the sender's email address and shows the loan number and borrower last name to confirm before anything is sent.

Manual Loan Search

Search by loan number, borrower last name, or both. Results list the loan number, the date the loan was started, and the borrower's last name.

Email, Attachments, Or Both

Send the message on its own, the attachments on their own, or both together. Eligible attachments are pre-selected with a checkbox beside each one.

eFolder Assignment

Choose where the upload is filed. Your organization controls which eFolder documents appear in the list; the default places the item in the loan's File Manager.

72-Hour Retry Queue

If the loan is open in Encompass, the upload queues itself and keeps attempting the import for 72 hours as soon as the loan frees up. Users are notified by email if it cannot complete.

Loan Number Masking

Loan numbers display only their last five digits throughout the add-in, in both Auto-Discover and search results.

Tracked On The Timeline

Every upload appears on the loan's Communications Log as an Email entry with a link to open the resulting PDF — audited like every other communication.

Speed

Significantly reduces the time a user spends moving material from Outlook to Encompass — by over 1,600%.

Roles

Built for the whole operations team: originators, assistants, processors, underwriters, closers, funders and shippers.

Supported Attachment Formats

PDF, Word (DOC/DOCX), TIFF, JPEG/JPG, Text/Plain, HTML, EMF and XPS, up to approximately 19.5 MB per attachment.

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