Updates and Enhancements to Features for 20.1 September Service Pack

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

New Release Notes and Online Help

 

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With this Service Pack release we are introducing a new look and user experience for release notes and online Help. We’ve made the new design easier to navigate and more user-friendly. Plus, we’ve added many feature upgrades that you have suggested, including:

  • New colors and styling aligned with Ellie Mae branding

  • Wider layout that allows for larger screen examples

  • Improved organization and grouping of menus and side navigation links

  • Easy to consume “at a glance” views of release notes items

  • Links to Persona-based release notes

  • Links to short videos on new features

  • And more…

While the look and feel of the release notes and the Help is different, the overall process you should follow to locate and read the release notes and find Help topics will not change. We look forward to your feedback about your experience with the new release notes and online Help.

Updates to Features and Enhancements

Enhancements to Services

A new Verifications category is now available on the Services Landing Page in Encompass LO Connect. With this release, support has been added for Finicity as an Asset Verification Service Provider. Once Finicity is configured and enabled by an administrator, LO Connect users can use Finicity to verify borrower assets on a loan.

Tip: As with any new service, Administrators need to configure the service before orders can be placed by users. For information on how to set up and configure a new service, see the Service Management help topic.

To Order Verification of Assets:

  1. From a loan, select Services.
  2. On the Services landing page, navigate to the Verifications section and select Order.

  3. On the Finicity page, review the details and then select Order in the Action column.

  4. Select Submit to submit the order.

  5. Once the order is complete, select Leave Page to return to the Service landing page.

A new Flood category is now available on the Services Landing Page in Encompass LO Connect. With this release, support has been added for DataVerify as a flood certificate provider. Once DataVerify is configured and enabled by an administrator, LO Connect users can use DataVerify to order a flood certificate for the loan's subject property.

Note: As with any new service, Administrators need to configure the service before orders can be placed by users. For information on how to setup and configure a new service, see the Service Management help topic.

To Order a Flood Certificate:

  1. From a loan, select Services.
  2. On the Services landing page, navigate to the Flood section and select Order.

  3. Enter your credentials for the partner, and select Submit.

  4. On the DataVerify page, review the details and select the type of order you want to place.

  5. To change credentials, select Change Credentials.
  6. To complete the order, select Place Order.

  7. If the order is submitted successfully, a message displays. Select OK,

  8. You can view the flood certification by selecting the attachment icon on the services landing page for the flood order.

EPCI-9058

A new pop-up window is available which displays any missing partner required fields at the time that the user submits and order for underwriting to Fannie Mae DU. Users can use this new pop-up to ensure that all required fields are populated prior to submitting the loan for underwriting results.

ASO-6474

A new missing fields indicator is available for users who are authorized to submit orders for Fannie Mae DU and Freddie Mac LPA underwriting results. This indicator notifies the user that data for partner required fields is missing from the loan. This indicator only displays if the administrator has enabled a service setup for the user for either Fannie Mae or Freddie Mac.

ASO-7454

Form Updates

In previous versions of the ULDD/PDD input forms in LO Connect (both the Fannie Mae form and Freddie Mac forms), the value for the Prepayment Penalty on the form was blank by default. In this release, the default value is now may not.

NGENY-22960

When an LO Connect user clicks the Address Book on a form and selects a contact, the contact’s contact information is populated to the relevant fields on the form. Starting in this release, the information from the Address1 and Address2 fields are now separated by a comma (“,”) in the Street Address field when a contact is selected. In previous versions, there was no comma separating these two field values in the Street Address field.

NGENY-23024

Updates for Administrators

The Scenario Comparison Tools are now available for Administrators. When the Admin is viewing the Encompass Admin Portal they are now able to select the Opportunities link and view the Opportunities page as a user. This enables administrators to test any changes and view the opportunities scenarios that any users have created.

ENCW-35415

Administrators can now create multiple eligibility letters in the Encompass Admin Portal. This change enables administrators more flexibility in the available Eligibility Letters that a user can choose from.

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. To add a new eligibility letters, select Add .

  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.
  9. To duplicate an existing eligibility letter select Duplicate .
  10. To delete an existing template, select the template and then select Delete .
ENCW-47177

 

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