Updates and Enhancements to Features for 20.2 December Service Pack

To Add a New Automated Service Order Setup

1. From the Encompass Admin Portal, select Company/User Setup.

2. Select Services Management.
3. Expand the Underwriting section to view the new Automated Ordering section. Under Automated Ordering, select Add.
4. On the Add New Automated Setup window, select the provider in the Provider field, and then select Create.
5. On the Add Order Options page, enter a Service Setup Name and Service Setup Description.
6. In the Automated Readiness Conditions section, Define the conditions that, when met, enable the service order to take place.
   • Note: The conditions syntax utilize the Visual Basic .NET programming language. For information on how this syntax works, see the Advanced Coding for Business Rules guide.
7. To ensure that the syntax doesn't result in an error, select Validate to check your automated readiness conditions.

   • Note: A message displays on a successful or failed validation. If the validation fails, the error message indicates where the error occurred.

     Example:

     

8. In the Additional Required Fields section, enter any Encompass field IDs that are required before ordering.
9. To add additional fields, select +Add Another.

10. In the Authorized Users section, select the Search icon to search for specific users.

    • Note: The administrator can select individual users, or they can add an entire organization.
11. In the Search field ID, name, etc. field, enter the search criteria and then press Enter.
12. Select the blue Arrow to move a user to the Added Users section.

13. To activate the rule, select Activate located in the top right corner.

    

14. Select Save.

To Add New Automated Service Order Credentials

Credentials for Automated and One-Click ordering must be configured before ordering can take place. Note: Credentials configured here are not leveraged for manual orders through DU or LPA. DU and LPA manual orders utilize the credentials configured in Encompass.

1. From the Encompass Admin Portal, select Company/User Setup.
2. Select Services Management.
3. Expand the Underwriting section to view the new Automated Ordering section. Select Credentials.
4. To Add new credentials, select Add.
5. Enter the credentials for the Automated order.
6. When you are done, select Save.

To Add a New One-Click Order Setup

1. From the Encompass Admin Portal, select Company/User Setup.

2. Select Services Management.
3. Expand the Underwriting section to view the new One-Click Ordering section. Under One-Click Ordering, select Add.
4. On the Add New One-click Setup window, select the provider in the Provider field, and then select Create.
5. On the Add Order Options page, enter a Service Setup Name and Service Setup Description.
6. In the One-Click Readiness Conditions section, Define the conditions that, when met, will enable the user to place the service order.
   • Note: The conditions syntax utilize the Visual Basic .NET programming language. For information on how this syntax works, see the Advanced Coding for Business Rules guide.
7. To ensure that the syntax doesn't result in an error, select Validate to check your automated readiness conditions.

   • Note: A message displays on a successful or failed validation. If the validation fails, the error message indicates where the error occurred.

     Example:

     

8. In the Additional Required Fields section, enter any Encompass field IDs that are required before ordering.
9. To add additional fields, select +Add Another.

10. To activate the rule, select Activate in the top right corner.

    

11. Select Save.

To Add Credit Credentials

Credentials for Automated and One-Click ordering must be configured before ordering can take place.

1. From the Encompass Admin Portal, select Company/User Setup.
2. Select Services Management.
3. Expand the Credit section, and then select Credentials.
4. To add new credentials, select Add.
5. On the Select Provider window, select the credit provider and then select Next.
6. On the provider credentials pace, select Add.
7. Enter the user name in the Username field and the password in the Password field, and then select Save.

To Use the Exception Inbox

1. From the LO Connect Pipeline, select the Exception Inbox icon. The Exception Inbox page displays.

   

2. Select an exception to expand the view and see additional details.

   

3. Select the exception again to view further information about the exception.

4. To mark the exception as completed, select the Menu and the select Remove Exception.

   

5. To view the Services Landing Page for the loan with the exception, select the Menu and then select View in Services. Alternatively, users can select the View in Services button on the Exception Details page.

   

Exceptions are also viewable from the affected loan file as well. When users open a loan with and exception, they now see exceptions represented on the Alerts & Messages tab. Exceptions are indicated by an orange counter, while alerts are represented by a red counter and messages are represented by a green counter. Select the exception to view the exception details.

To Use One-Click Ordering

1. From a loan in Encompass LO Connect, Select Services to open the Services landing page.

2. In the Underwriting section, select Order.

3. A new Order Underwriting Services window displays. To place a One-Click order, select Submit Order.

   

   Note:If you are also set up with Manual Order options, you can select PLACE A MANUAL ORDER to proceed with a manual order.

4. The One-Click order is placed and the Underwriting card is updated with a "Completed" status.

Note: If a user has One-Click configurations for both DU and LPA and the loan doesn't meet the minimum requirements for the vendors order process, the user will see an error that states "This feature has not been enabled for you. Please see your administrator." This is most likely an indication that the loan did not pass the pre-validation requirements to submit a loan to DU or LPA. This is only an issue if users are only enabled for One-Click. This user experience will be enhanced in a future release.

To Use the Settlement Service Provider List:

1. From a loan in Encompass LO Connect select Forms.

2. Select Settlement Service Provider List.
3. Fill out the form, and then select Save to save the changes.

To Apply a Settlement Service Providers Template

1. In the Settlement Service Provider section, select the Select Template button.
2. In the Template Folder section, navigate to the folder where the template is stored, or use the search option to search for a template folder.
3. Select the radio button in front of a template and then select Overwrite to overwrite any existing providers with the providers in the template, or select Append to append the template providers to the existing list of providers on the loan file.

To Use the Conventional MI Correspondent Information Form:

1. From the Pipeline, select a loan.
2. Select the Conventional MI Correspondent Information entry in the Forms section on the left.
3. Review and update the form as needed.

4. Select Save to save the information entered on this form.

To Use the FHA Correspondent Information Form:

1. From the Pipeline, select a loan.
2. Select the FHA Correspondent Information entry in the Forms section on the left.
3. Review and update the form as needed.

4. Select Save to save the information entered on this form.

To Use the VA Correspondent Information Form:

1. From the Pipeline, select a loan.
2. Select the VA Correspondent Information entry in the Forms section on the left.
3. Review and update the form as needed.

4. Select Save to save the information entered on this form.

To Use the Correspondent Property Insurance Information Form:

1. From the Pipeline, select a loan.
2. Select the Correspondent Property Insurance Information entry in the Forms section on the left.
3. Review and update the form as needed.

4. Select Save to save the information entered on this form.