Automate Encompass with Caddi
Built for professional services teams.
Encompass runs the loan origination process, but moving data in and out, from application intake to conditions and disclosures, still consumes processor time. Caddi automates the loops around Encompass so loans move faster with fewer touches.
Automating Encompass takes one screenshare.
Show Caddi the Encompass workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Encompass task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Encompass
Why teams automate Encompass
Origination toil is in the document and condition chase. Caddi captures data, tracks conditions, and updates the loan file automatically.
Loops Caddi runs against Encompass
Application & document intake
Recommended patternCaddi extracts borrower data and documents from email and portals and updates the matching Encompass loan file.
Conditions & status updates
Recommended patternCaddi tracks outstanding conditions, chases missing documents, and updates loan status in Encompass.
Where professional services teams use it
Inbound triage
Watch Encompass for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep Encompass in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Encompass alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Encompass update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Encompass
Does Caddi have a real Encompass integration?
Yes. Caddi runs verified code against Encompass's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Encompass is reviewed before it runs in production.
Do I need engineering help to automate Encompass with Caddi?
No. You demonstrate the workflow once — clicking through Encompass the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Encompass data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Encompass with no model in the loop.
Can Caddi connect Encompass to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Encompass, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Encompass?
Drop your work email and we'll show you Caddi running end-to-end against Encompass and the rest of your stack.