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Welcome to Encompass Unlocked

You found it — a community built by an Encompass admin, for Encompass admins.

Whether you've been managing Encompass for years or you're just getting started with customizations, you're in the right place. This site is here to help you build things you didn't think were possible — without needing a developer on speed dial.

Hi, I'm Beth

I've been working in Encompass for over 15 years. I know the platform inside and out — the quirks, the workarounds, the moments where you just wish you could make a button do that one thing.

Here's the thing though: I'm not a coder. Not even a little bit.

Everything you'll find on this site was built with the help of Claude AI. I describe what I need, Claude writes the code, and together we've created real, working Encompass customizations that I'm now sharing with you.

The Mission

Most Encompass admins are in the same boat — you know exactly what your company needs, but writing JavaScript from scratch isn't in your job description. That's where Claude AI changes the game.

Encompass Unlocked exists to show you that you can do this too.

You don't need to be a developer. You need to know your business, know your Encompass environment, and be willing to try. This site gives you real examples you can learn from, adapt, and make your own.

What You'll Find Here

  • Button click scripts — Make your buttons actually do things. Stamp fields, navigate to tools, trigger logic, show modals, and more.
  • Field logic — Conditionally color fields, enforce rules, and control what users can and can't do based on loan data.
  • Audit trails and field logging — Track who did what and when, directly inside the loan file.
  • Web code job aids — Step-by-step guides with the full code, plain-English explanations, and instructions for putting it to work in your environment.

Every page follows the same format: here's what it does, here's the code, here's how to use it. No fluff.

Coming Soon

Video tutorials are on the way! If reading through code isn't your thing, hang tight — walkthrough videos will be added to help you see exactly how to implement these customizations in your own Encompass environment.

You've Got This

If I can build this without a coding background, so can you. Dig into the guides, grab the code, and don't be afraid to experiment. That's how all of this got built in the first place.

Welcome to the community.

— Beth