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Home :  Services :  Encompass

Encompass/Ellie Mae 1098 Filing Solution

Gameplan Page 1 of 9
Solution Overview
1099 Pro software is the preferred solution for Encompass users.

We've made it easy to generate your Ellie Mae export file and import it into 1099 Pro. You can then print, mail & file your 1098 Mortgage Statements from your 1099 Pro Software or have 1099 Pro print, mail and/or electronically file on your behalf.

Here’s how it all works:
  1. Determine which solution is right for you, 1099 Pro Professional or Enterprise.
  2. Download 1099 Pro Professional or Enterprise software.
  3. Download our 1098 Filing XML template file.
  4. Install 1099 Pro, enter your filer(s) (issuers of 1098)
  5. Run 1098 report from Encompass
  6. Save the report/xls file as a .txt file from Excel.
  7. Import your data into 1099 Pro Software.
  8. Verify your data by browsing forms, running control total reports.
  9. Print & mail your forms or Upload your data to 1099 Pro’s Service Bureau
The following features make 1099 Pro software the preferred solution for Ellie Mae users:
  • Data transfer communication is via 128-bit AES encrypted files which are then zipped together in a password protected format. This helps you comply with the FTC Consumer Protection Act, GLBA and California Senate Bill 1386.
  • User-friendly and robust software with hundreds-of-thousands of users worldwide.
  • Critical features that extend beyond 1098’s such as:
    • Corrections.
    • W-9 Generation.
    • Encrypted PDF generation of Forms & Statements.
    • Wizard Driven Software.
    • Extensive Data Import Features.
    • Login & Password Security, audit trails, backup utility, state compliance materials.
    • A Service Bureau Option to outsource the printing, mailing & IRS filing of forms.
    • Forms sales for envelopes imprinted “Important Tax Return Document Enclosed” and other paper supplies such as laser perf paper & IRS Red Copy A’s for paper filers.
    • Multi-User options.
    • Great value for your dollar.
    • Complimentary, Intelligent Technical Support available toll free.
  • Complimentary Technical Support






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