Updates to Features and Enhancements for 19.2 Major Release

To Upload a Plugin:

1. From the Plugins page, select Upload.
2. Select Browse to browse to and select the Plugin (JavaScript file), or drag and drop the Plugin to the file drop area.

• The file is uploaded to the Plugins page.

To Delete a Plugin:

1. From the Plugins page, select the Plugin you wish to delete.
2. Select the Delete (trash) icon.

To Edit a Plugin’s Description:

1. From the Plugins page, in the Description column, hover over the description of the Plugin.
2. Select the Edit (pencil) icon, and then enter a new description.
3. Press the Enter key, or click away from the description, to save.

To Export a List of All Plugins to CSV:

1. From the Plugins page, select Export to CSV.
2. When asked to save the CSV file, select Yes.
   The CSV file is downloaded to your local harddrive.

To Add a New Manual Service Setup

1. Log into Encompass LO Connect as an Administrator.
2. From the Encompass Admin Portal, select COMPANY/USER SETUP.
3. Select Services Management, and then select Services Overview.
4. Select a service category on the Services Overview page, and then select New Manual Setup.

5. On the Add New Manual Setup window, select a provider.

   Note:The evaluation level does not impact manual setup and will be removed in a future release.

6. Select Create. The New Service Setup page displays.
7. Enter a unique name for this setup in the Service Setup Name field.
8. Enter a description in the Description field.

9. In the Users section navigate through the Organization hierarchy or the users list to select the Users who will use this setup. To move to a folder in the Organization, select the Down Arrow icon. To move a folder in the hierarchy, or an individual user to the Added Users column, select the Move Arrow icon. To search for a specific user, select the Search icon.

   

10. To activate the new services setup, select the Activate toggle.

    

    Note: Only one manual service setup can be activated for each service provider. If you try to activate a second manual service setup for the same provider, an error message displays. All users for that service provider must be included in one manual service setup

    

11. When you have selected all of the users who will use this service setup, select Save.

    

Note: Product and Pricing is configured in Encompass Smart Client under Settings > Secondary Setup > Product and Pricing.

To Add a New Credentials For a Manual Service Setup

1. Log into Encompass LO Connect as an Administrator.
2. From the Encompass Admin Portal, select COMPANY/USER SETUP.
3. Select Services Management, and then select Services Overview.
4. Select a service category on the Services Overview page.
5. Select the Menu icon in the actions column for a Manual Service, and then select Edit.

6. On the Edit Service Setup page, select New Credentials.

   Note: To edit an existing credential setup, select the check box for the credential setup and then select the Edit icon. To delete an existing credential setup, select the checkbox for the credential setup and then select the Delete icon.

7. On the Credentials page, select New Credentials.

8. Enter a unique name in the Credential Name field.
9. Enter a description in the Description field.

10. In the Users section Navigate through the organization hierarchy or the Users list to select the users who will use the credentials in this setup. To move to a folder in the Organization, select the Down Arrow icon. To move a folder in the hierarchy, or an individual user to the Added Users column, select the Move Arrow icon. To search for a specific user, select the Search icon.

    

11. In the Credentials section, enter the credentials provided by the service vendor, and then select Save.

    Note: To add another set of credentials, select New Credentials and repeat steps 8 - 11.

12. Select Continue.

Note: Credentials for the Automated Underwriting System, Credit, and Product and Pricing categories are configured in the Encompass Smart Client.

Optimal Blue Credentials

Optimal Blue Credentials are still managed in the Encompass Admin portal but the location for the Optimal Blue Credential Management page has changed.

To Enable and Configure Affordability Controls:

1. From the Encompass Admin Portal, select Opportunities Setup.
2. Select Affordability Management.

3. On the Affordability Controls page, set the toggle to On to enable these controls or Off to disable them.

   Note: This option controls the availability of the Check Eliigibility button, Cash-to-Close tab, and Affordability tab for all Encompass LO Connect users.

4. Set the maximum Housing Ratio and Debt Ratio limitations for each product type. The selection is saved after you enter the value.

To Enable and Configure Eligibility Letter:

1. From the Encompass Admin Portal, select Opportunities Setup.
2. Select Eligibility Letter Management.
3. On the Eligibility Letter Management page, set the toggle to On to enable these controls or Off to disable them.
4. In the Type field, enter a title for the Eligibility Letter.

5. Use the editor to create an eligibility letter that is used when an LO Connect user sends an eligibility letter.

6. To add a custom field to the letter, select Insert Custom Field <>. This option is used to automatically populate the message with specific fields from the scenario data.
7. Select a field name to insert into the letter, and then select Add. When the letter is sent, these fields display the details from the specific scenario.
8. When you are finished editing the letter, select Save.

To Edit Eligibility Letter and Scenarios Comparison Email Templates

1. From the Encompass Admin Portal, select Opportunities Setup.
2. Select Email Templates.
3. On the Email Templates page, select the Eligibility Letter tab to edit the eligibility letter template or the Scenarios Comparison tab to edit the scenarios comparison template.
4. In the Subject field, enter the subject for your letter.
5. Use the editor to create an email for the Eligibility Letter or Scenarios Comparison that is emailed to borrowers when an eligibility letter or scenario comparison is sent from the Scenario Comparison Tool.
6. To add a custom field to the letter, select Insert Custom Field <>. This option is used to automatically populate the message with specific fields from the scenario data.
7. Select a field name to insert into the letter, and then select Add. When the letter is sent, these fields display the details from the specific scenario.
8. When you are finished editing the letter. Select Save.

To Check Eligibility on a Scenario

1. From the Scenario Comparison page, select Check Eligibility on a scenario card.

   

2. The Check Eligibility window displays.

   

3. Select Costs to enter loan costs information, and then select Update.
4. Select Income to enter the borrower's monthly income details, and then select Update.
5. Select Assets to enter the borrower's assent details, and then select Update.
6. Select Liabilities to enter the borrower's monthly liability details, and then select Update.

7. Once all four section are updated, the Check Eligibility window indicates whether or not the borrower is eligible for this scenario.

   

8. To send an eligibility letter to a borrower for a specific scenario, select Issue Eligibility Letter.

If the borrower is ineligible for a scenario you can use the new Cash-To-Close and Affordability tabs discussed below to identify the reason the borrower is ineligible.

To Create an Opportunity From a Loan File

1. From the Encompass LO Connect Pipeline, select a loan.

2. On the Loan Summary bar, select the ... menu.

   

3. Select Create Opportunity.

4. On the confirmation message, select Yes.

   

5. The Create Opportunity window displays.

Note: The Total Bank Deposits field (Encompass field 979) and the Other Income section on the 4. Monthly Income & Combined Housing Expenses page are not carried over to an opportunity that is created from a loan.

To Use The Apply Loan Template Set Option on Desktop And Tablet

1. From an existing loan, select the ... menu.

   

2. Select Apply Loan Templates, and then select Apply Loan Template Set.

3. On the Select Loan Template Set window, select the new template that you want to apply.

4. To append the data from that template, and overwrite existing data in those fields, select Options and then select the Append template data check box.

   Note: This option is enabled by default.

   

5. Select Apply.

To Use The Apply Loan Template Set Option on Mobile

1. From an existing loan, select the menu and then select Apply Loan Templates.

2. On the Apply Loan Templates menu, select Loan Template Set.

3. On the Select Loan Template Set window, select the new template that you want to apply.

4. To append the data from that template, and overwrite existing data in those fields, select Options and then select the Append template data check box.

   Note: This option is enabled by default.

   

5. Select Apply.

To Use The Apply Closing Cost Template Option on Desktop And Tablet

1. From an existing loan, select the ... menu.

   

2. Select Apply Loan Templates, and then select Apply Closing Cost Template.

3. On the Select Closing Cost Template window, select the new template that you want to apply.

4. To apply only template fields which contain values, select Options and then select the Only apply template fields which contain values check box.

   Note: This option is enabled by default.

   

5. Select Apply.