Updates to Features and Enhancements for 19.1 Major Release

View or print the PDF version

Security Updates

Why we made this update: These security updates enables administrators to manage the locations from which a user can log in to Encompass LO Connect. With Encompass, you could already configure IP Restrictions and apply them to the Smart Client log in. No you can apply these restrictions to Encompass LO Connect.

In the Encompass 18.4 December Service Pack, a feature was added which enabled Encompass administrators to indicate specific IP addresses from which users are allowed to access Encompass LO Connect. When this was released, users who logged in from an unauthorized IP address were redirected to the log in screen. Now, users also receive the following message: Access Denied - Contact System Administrator

ENCW-15531

A new Paired Device(s) feature has been added which enables administrators to view and unpair any devices that are paired to a user account. Previously, when an LO Connect user needed to change devices, the administrator sometimes had to call ICE Mortgage Technology Technical Support to unpair the original device. Now the administrator can make this change without contacting ICE Mortgage Technology Technical Support.

To Unpair a Device

  1. From the Encompass LO Connect Admin Portal, select System Administration.
  2. Select Paired Device(s).
  3. On the Paired Devices page, enter a user ID, first name, or last name in the Search field and select Search .

  4. Select a user from the search results to view paired devices. To unpair a device, select Unpair Device.

  5. On the pop up window, select Yes to unpair the device or No to return to the Paired Devices page.

ENCW-34678

Services Landing Page

The Services Landing Page is the new location for all current and future services in Encompass LO Connect for Desktop and Tablet views. With this initial release, Encompass LO Connect users are able to order credit, automated underwriting, and product and pricing from this page. While the process to order a specific service has not changed, the Services Landing Page offers information about ordered services on cards that are accessible without having to move to a new page.

The Appraisal card, while displayed, is not active with this initial launch. This service will be available in a future update.

To Access the Services Landing Page

  1. From a loan, select Services.

  2. To order a service, select the Order button on the service card.

Once you select the Order button you will be guided through the existing ordering workflow for the selected service. When an order has been successfully placed, the card for that service is updated on Services Landing Page.

To expand the details of a service card, select the Blue Arrow . The order details for the ordered service display to provide a summary of the order.

To View Order Details

  1. On the Services Landing page, select the Menu icon next to a completed order.
  2. Select View Details. 
ASO-3560

Request eConsent

Why we made this update: The request eConsent feature enables users to request eConsent from borrowers while in the office or on the go. Obtaining eConsent upfront facilitates compliant eDisclosures and reduces time and cost of origination.

Before borrowers can receive loan documents electronically, they must review and accept the disclosure agreement. Encompass LO Connect users can now use the new Request eConsent feature to send borrowers an email with a link to the eDisclosures Agreement form.

There are two ways to send an eConsent request to borrowers in Encompass LO Connect:

  • When enough loan information has been collected to require that an eDisclosure package (initial disclosures) be sent to the borrower, an eConsent Not Yet Received alert displays in Alerts & Messages tab. Select the alert to view the eConsent status or request eConsent.

    Note: The Encompass administrator can determine whether this alert triggers based on the Application Date (Encompass field 3142) or when the loan file is started.

  • On the Documents page, select Request eConsent from the Document Actions drop down.

On a Mobile device, the Request eConsent option is available from the Alerts and Messages page and from the floating Menu on a loan.

In order to send an eConsent request, a Consumer Connect site must be assigned to the users persona. For more information, see the Setting Up a New Encompass Consumer Connect Site document.

To Send a Request From an Alert on Desktop or Tablet

  1. From a loan file, select Alerts and Messages from the left menu.
  2. Select the eConsent Not Yet Received alert.

  3. Select Request eConsent.

    • To check eConsent Status on a loan, select eConsent Status.
  4. On the Request eConsent page, select the borrower you wish to send a request to.
  5. Enter an authentication code between four and 10 digits in the Authentication Code field.

  6. In the Email section, select a template from the Subject field. You can edit the Subject after selecting a template.

    • You can edit the contents of the email in the rich text editor below the Subject field.

  7. Select Request to send the eConsent request. A confirmation message displays when the request has been successfully sent.

To Send a Request From the Documents Page on Desktop or Tablet

  1. From a loan file, select Documents from the left menu.

  2. Select Document Actions, and then select Request eConsent.

  3. On the Request eConsent page, select the borrower you wish to send a request to.
  4. Enter an authentication code between four and 10 digits in the Authentication Code field.

  5. In the Email section, select a template from the Subject field. You can edit the Subject after selecting a template.

    • You can edit the contents of the email in the rich text editor below the Subject field.

  6. Select Request to send the eConsent request. A confirmation message displays when the request has been successfully sent.

To Send a Request From an Alert on Mobile

  1. From a loan file, select Alerts and Messages.
  2. Select the eConsent Not Yet Received alert.

  3. Select Request eConsent.

    • To check eConsent Status on a loan, select eConsent Status. You can request eConsent from the eConsent Status page by selecting Request eConsent.
  4. On the Request eConsent page, select the borrower you wish to send a request to.
  5. Enter an authentication code between four and 10 digits in the Authentication Code field and then select NEXT Compose Message.

  6. In the Email section, select a template from the Subject field. You can edit the Subject after selecting a template.

  7. Select the Personalized message field to enter a short message to the recipient(s), if needed. This message will be delivered as one line of text.

  8. Select Request to send the eConsent request. A confirmation message displays when the request has been successfully sent.

To Send a Request From the Loan Summary on Mobile

  1. From the Loan Summary page, select the floating Menu , and then select Request eConsent.
  2. On the Request eConsent page, select the borrower you wish to send a request to.
  3. Enter an authentication code between four and 10 digits in the Authentication Code field and then select NEXT Compose Message.

  4. In the Email section, select a template from the Subject field. You can edit the Subject after selecting a template.

  5. Select the Personalized message field to enter a short message to the recipient(s), if needed. This message will be delivered as one line of text.

  6. Select Request to send the eConsent request. A confirmation message displays when the request has been successfully sent.

 

ENCW-29738, ENCW-29746

Custom Tools

A new Custom Tools feature has been added to Encompass LO Connect. The Custom Tools feature enables you to embed secure (https) custom HTML pages within the Encompass LO Connect product. These HTML pages, which are hosted externally, are displayed in an iFrame so that the user doesn't need to leave the loan application to access them. The Custom tool feature can be used with any external website. To use this feature to interact with data from a loan file you must develop and host your own HTML page that utilizes the Ellie Mae Scripting Framework and the page must be hosted on a secure (https) location. For information on creating an HTML page that utilizes the Ellie Mae Scripting Framework, see the Encompass LO Connect Custom tool Implementation Guide.

Any application that is loaded as a Custom Tool can potentially access data on a loan. You should only use custom tools for trusted pages and applications.

To Add a Custom Tool

  1. From the Encompass Admin Portal, Select the Custom Tools category.

  2. Select the Custom Tools link in the Custom Tools category.

  3. Select New Custom Tool.

  4. On the New Custom Tool window, enter the name of the tool in the Name field.
  5. Enter a description of the tool in the Description field.
  6. Enter the web address where the custom tool is hosted in the URLfield. Note that this web address must be a secure (https) address.
  7. Select the Device Type that the tool will be available for in the Device Type field.
  8. Select Save.

Once a custom tool has been added and activated in the Encompass Admin Portal, the tool can be accessed by an Encompass LO Connect user from within a loan.

To Access a Custom Tool From a Desktop or Tablet View

  1. From Encompass LO Connect, select a loan.
  2. From the left Menu , select Tools and then select Custom Tools.
  3. Select a custom tool.

To Access a Custom Tool From a Mobile View

  1. From Encompass LO Connect, select a loan.
  2. Select the Menu , and then select Custom Tools.
  3. Select a custom tool.

 

ENCW-34655

Features and Enhancements

The “admin” user and users with super administrator persona can now access the pipeline and open, modify, and save changes to loans. Previously, these users were taken to the Ellie Mae admin portal to configure settings and could not access the pipeline. With this feature, these users can now manage settings and also access the pipeline.

To Access the Pipeline

  1. Log into the Encompass LO Connect Admin Portal.

  2. Select the Pipeline option to view the Pipeline

  3. The pipeline displays and the user can view and edit loans.

The Encompass LO Connect Admin Portal is only accessible for Desktop and Tablet views. If a user with the administrator or super administrator persona logs into the mobile view, they are now able to view the pipeline.

ENCW-16115

Encompass LO Connect users can now view documents in their native format when document conversion is enabled. When a user views a document on a loan file, they are now able to select the View Original button to view the document in the file's native format in a separate tab.

To View a Document in Original Format

  1. From the Documents page, select a document folder and then select the document attachment.

  2. The document displays. Select the View Original button to view the document in the file's native format.

  3. The document displays in a new tab and the file name is displayed on the tab. To return to Encompass LO Connect, close the tab.

ENCW-30398

Support for Custom Alerts has been added to Encompass LO Connect. When a custom alert is triggered, the alert displays in the Alerts and Messages menu and displays the alert name, description, alert date, and the fields that triggered the alert.

Example of a custom alert:

ENCW-29741

The order of the custom forms list has been updated to display in alphanumeric order, starting with numeric characters, then special characters, and then alphabetic characters.

ENCW-16833

Encompass LO Connect users can now submit a Change Request for Optimal Blue Requests in Encompass LO Connect. When an Encompass LO Connect user needs to submit a change request for an OB Lock Request, they can select the new Change Request button on the Product and Pricing services page.

To Submit an Optimal Blue Change Request

  1. From a loan, select Services.

  2. On the Services Landing page, select the Menu icon next to the Product and Pricing details and then select View Details.

  3. Select Change Request and then log in with your Optimal Blue credentials.

  4. On the OB Change Request page, select the type of change you would like to make.
  5. Follow the on screen instructions from Optimal Blue to complete the change request.
  6. Select OK to confirm the change request.

  7. On the Submit Change Request page, select Apply Change.

  8. To return to the loan, select the X in the top right corner.

  9. On the confirmation message, select OK to return to the loan.

ENCW-16833

 

Go Back to Start Page

Learn About the New Encompass Web Input Form Builder