Encompass Updates and Enhancements to Features - 23.2 June Service Pack

This section discusses the updates and enhancements to existing forms, features, services, or settings that are provided in this release.

Forms & Tools Enhancements

The GSE Additional Provider Data form has been updated to add several fields and update existing field labels. Many of these changes are being implemented to ensure that the web version of Encompass stays in parity with the desktop version of Encompass. The following changes have been made to this form:

Updated Field Labels:

  • Blend Borrower field label updated to Blend Asset (Bor).

  • Blend Co-Borrower field label updated to Blend Asset (CoBor).

  • CoreLogic FactCheck (Bor, CoBor) field label updated to CoreLogic Income Analysis (Bor, CoBor).

  • Day 1 Certainty provider Experian (Bor, CoBor) field label updated to Experian(Bor, CoBor).

  • Advanced Data (4506-T, VOE, VOI) (Bor, CoBor) field label updated to Advanced Data Income Tax Verif (Bor, CoBor).

Added Fields:

  • Blend Income (Bor, CoBor) (field ID GSEVENDOR.X49)

  • Truework (Bor, CoBor) (field ID GSEVENDOR.X48)

In addition, a new Halcyon field (field ID GSEVENDOR.X51) has been added to the GSE Additional Data form. This update enables users to capture Halcyon's income verification report ID so that when loans are submitted to Freddie Mac Loan Product Advisor (LPA), the borrower’s assets can be automatically reviewed, without needing to send additional supporting documentation.

ENCW-91225, ENCW-92428

The Other field (Field ID URLA.X143) in the Loan Features section on the Application View / Loan Information page has been converted from a free entry field to an editable drop-down field. The following options are available:

  • Affordable LTV - FNMA

  • Standard LCOR (Limited Cash-Out Refinance) FNMA

Users can also enter data in this field if needed.

ENCW-92258

Fixed Issues

Why we made these updates: The following issues were fixed to improve usability and to help ensure the web version of Encompass and the Web Input Form Builder is operating as expected. The issues that are chosen to be fixed are based on the severity of their impact to clients and client feedback.

An issue was discovered where the field search icon was unavailable for some users following the 23.2 Major Release update. This issue has been fixed, and now users can access the field search icon as expected.

ENCW-91574

An issue was discovered where some fixes that were applied in a previous update were not applied to the 23.2 Major Release of the web version of Encompass. To address this issue, the following fixes have been reapplied:

  • Users are now able to view calculation windows in the web version of Encompass by selecting the Edit icon.

  • Title will be vested in field (field ID 1497) on the VA Management / Basic Information form has been updated with the following options:

    • Veteran

    • Veteran and Veteran

    • Veteran and Spouse

    • Veteran and Non-Veteran

    • Other

ENCW-92467

 

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