Encompass LO Connect Updates and Enhancements to Features - 21.2 July Service Pack
This section discusses the updates and enhancements to existing forms, features, services, or settings that are provided in this release.
Task Based Workflow Updates
Users are now able to update a tasks priority from the tasks details page in Encompass LO Connect. If a user has the Update Task Priority option enabled on their persona, the user is now able to select the Edit icon next to the priority option for a task and edit the priority level. This change is an enhancement on the priority update capabilities which were added in the Encompass LO Connect 21.2 Major Release which enabled users to update the priority from the Tasks Pipeline.
Note: To enable this functionality, administrators must configure the users persona to enable the Update Task Priority persona. For more information on the LO Connect persona settings, click here.
To Update a Tasks Priority From Task Details
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From Encompass LO Connect, select a loan with assigned tasks.
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Select Tools from the left navigation menu, and then select Workflow Tasks.
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On the Tasks tool, select a task to view the details.
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Select the Priority drop-down and select the new priority for the task.
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Select Save.
ENCW-57168
Users are now able to update the due date on a task from the task details page. If the administrator has enabled the Show due date/time option on the Global Task Settings page in the Encompass Admin Portal, and the user has the Modify All Task Groups/Tasks persona setting enabled, the user can now update the Due Date on the task.
For information on configuring a persona in Encompass, click here.
Note: In a future release, additional persona settings will be introduced to provide more granular control over this feature.
To Update the Due Date for a Task
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From Encompass LO Connect, select a loan with assigned tasks.
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Select Tools from the left navigation menu, and then select Workflow Tasks.
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On the Tasks tool, select a task to view the details.
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Enter an updated due date and time in the Due Date field, or select the Date Picker icon to select a date.
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Select Save.
ENCW-62186
Services Updates
A new Closing Fees section has been added to the Services Management page in the Encompass Admin Portal. This initial category introduction will enable administrators to configure services management setups for closing fee vendors when they are added to the platform in a future release. At this time, there is nothing to configure in this category.
ASO-8775
The list of available vendors in on the Select provider window for manual, one-click, and automated orders has been increased from 25 to 100. This change is to support the growing number of partners that are available in Encompass LO Connect.
ASO-8665
An AUS Reissue label has been added to the credential management provider list in the credit category for provider entries required for reissuing credit through automated underwriting. This label enables administrators to identify and configure credentials in order for their users to reissue credit when ordering automated underwriting on a loan. The labels enable administrators to distinguish the credentials for automated credit ordering from the credit reissue credentials for AUS.
ASO-8603
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