Encompass 22.1 Release Notes

What's In This Release

Product Rebrand

• Encompass LO Connect Rebranded to the Web Version of Encompass - As part of the 22.1 release, Encompass LO Connect is being rebranded to the web version of Encompass. With this update, we’ll begin referring to Encompass as a digital mortgage platform that offers two versions:

  • A desktop version which is installed on your computer - Which you and your teams know as “Encompass” today

  • And a web version that can be accessed on web browsers from any device - Which you and your teams know as “Encompass LO Connect” today

User Interface Redesign

• New App Launcher Introduced (ENCW-66669) - A new app launcher has been added as a central location for Encompass applications (Pipeline, Opportunities, etc.) and global custom tools.

• Updates to Website Header (ENCW-65945) - Several design changes have been applied to the topmost portion of the website, known as the header. These changes include additional options in the Help menu and updates to the Profile menu.

• New Look and Feel for the Left Navigation Menu and New Customization Options (NGENY-26138) - Loan team members working in loan files will notice a new look and feel for the left navigation menu and loan workspace. (See the example below.) In addition, administrators can now utilize the new Loan Left Navigation setting to tailor the left navigation menu for loan team members' workflows. In the Loan Left Navigation setting, administrators can: 

  • Elect to display or hide the Forms, Tools, Documents, Conditions, and Services options in the menu.

  • Add custom menu categories

  • Control if the left navigation menu is expanded or not expanded upon initial view

  • Control the users' default initial View upon opening a loan file (for example, Forms - Application View)

  • Control the order of the categories in the left navigation menu and the order of the options within a menu category

  Note that the persona access settings set up for forms and tools are still enforced for each loan team member just as in earlier versions of Encompass LO Connect.

• New Options to Display the Loan Summary Bar Based on Certain Conditions (NGENY-26841) - By default, the Loan Summary bar is provided at the top of all loans to enable loan team members to see pertinent loan information at a glance. Users can see loan details like the mid-FICO, subject property address, estimated value, net price, note rate, and more at a glance. In this 22.1 release, the Loan Summary Bar setting that the administrator users to determine if the Loan Summary bar is displayed or not has been enhanced with additional options. Administrators can now create and manage custom Loan Summary bars, control the information that is displayed in each Loan Summary bar, and control which Loan Summary bar is displayed based on the loan channel.

Form & Tool Enhancements

• Property Information Form Added (ENCW-66912) - Added support for the Property Information form which enables users to enter basic and preliminary property information for the loan.

• Compliance Review Tool Now Available in the Web Version of Encompass (ENCW-68244, CE-41695) - The Encompass Compliance Service (ECS) Compliance Review tool is now available in the web version of Encompass. When working in a loan file, the Compliance Review tool is now provided for all users from the Tools menu. Use this tool to order a compliance report at any point during the loan process. Note that the user permissions configured by the administrator in the Compliance Review Setup tool in Encompass (desktop version) determines if users can order a compliance review.

• Search for Field ID Option Added (ENCW-58363) - Added the ability for users to search for fields, by field ID, and navigate to a form where that field is located.

Workflow Automation Enhancements

• High Priority Option Added for Workflow Rules (ENCW-67342, ENCW-67341) - Added the ability to designate a rule as high priority. This feature enables administrators to define rules as a higher priority for automation to enable those rules to be processed sooner when triggered.

• Active Rule and High Priority Rule Count Added (ENCW-67806) - The number of active rules and high priority rules are now displayed next to the total rule count on the Workflow Rules page.

• Limit  Applied to Loan Updated Triggering Event (ENCW-67381) - To minimize the risk of performance degradation, administrators can now have up to 100 active business rules with the Loan Updated triggering event.

• Exporting Multiple Workflow Rules Now Download as One File (ENCW-68318) - Updated Workflow Rules export process to download multiple rules as one xml file rather than one for each rule.

Task Framework Enhancements

• Workspace Content Options Now Listed in Alphabetical Order (ENCW-60760) - The forms and tools listed in the Standard Forms, Custom Forms, and Custom Tools categories are now listed in alphabetical order when adding content to a workspace.

• Loan Workflow Tasks Tool View for Administrators Defaulted to All Tasks (ENCW-54613) - The default view for administrators accessing the Workflow Tasks tool on a loan has been changed from My Tasks to All Tasks.

• Workflow Tasks Tool in Encompass (Desktop Version) (NICE-37657) - The Workflow Tasks tool is now provided on the Tools tab on loans in the desktop version of Encompass. This initial release enables users to view workflow tasks on the loan, see who the tasks is assigned to, and comment on the tasks. In a future release, the ability to open the tasks and complete the task will be available in the desktop version of Encompass. Information on this feature can be viewed in the release notes for the Encompass 22.1 Major Release.