Server Settings Manager

1. On your Windows task bar, click the Start menu or Start icon, navigate to the Ellie Mae Encompass program folder, and then click Admin Tools.
2. Double-click Settings Manager.

• If you are prompted to log in to the server, type the User ID, Password, and Server that you use to log in to Encompass as the Admin user.

1. Select Components from the Category list.
2. Double-click an option, and then click Enabled or Disabled from the Value list. For the Autosave Interval (sec) option, enter a numeric value.

• Autosave - If enabled, open loan files are saved to each user's local temp folder. If the user abnormally closes Encompass while working on a loan, the data can be restored when the user logs back in.
• Autosave Interval (sec) - The number of seconds between each autosave.
• Autosave User Config - If enabled (and Autosave is globally enabled) users can change the global autosave settings for their computer in the Personal Settings category on the Settings screen.
• Document Scanning - If enabled, users can scan images into the eFolder in Encompass.
• Instant Messenger - If enabled, Encompass users logged in to the same server can send and receive Encompass instant messages.
• Calendar Sharing - If enabled, Encompass users can share access to their calendars with other users.
• PDF Print to File - If enabled, a Print to File button displays when the Documents window opens prior to printing selected forms. Users can click this button and then save the forms to a PDF file.
• Min Pipeline Auto-refresh Interval (sec) - The number of seconds between each Pipeline refresh. For example, if set to 60, the Pipeline data will refresh every 60 seconds. The interval must range from 30 to 3600 seconds.

Note: This option is available with Encompass Banker Edition only.

• Templates Ignore Fee Mgmt Persona/Biz Rules - If enabled, users can choose to override Business Rules with data from public Loan Program, Closing Cost, and Data templates. If enabled, users can also choose to overwrite existing Itemization form fee attributes entered by authorized personas with applicable fee data from public Loan Program, Closing Cost, and Data templates when the template is applied to the loan file.

Note: This option is available with Encompass Banker Edition only.

• Duplicate Loan Check - If enabled, a pop-up message displays when a user attempts to save a loan file that contains data that matches the data in another loan file. All potential duplicate loans are listed in the message window. The user can then select a loan and review the file to confirm if it is a duplicate or not.
• The following fields are reviewed for duplicate data: SSN (field ID 65 and field ID 97), Email address (field ID 1240 and field ID 1178), First Name (field ID 4000), Last Name (field ID 4002), Phone Number (field ID 66 and FE0117), Subject Property Address (field ID 11).

• Enable External Reporting Database -You can create an External Reporting Database (ERDB), which is a Microsoft SQL Server database containing the loan fields used most often in your reports, on a computer separate from the Encompass Server and the Encompass Database. The first time you set this option to True, the Register External Reporting Database window displays when you click Apply or OK. Use this window to enter the connection settings that will connect the External Reporting Database Application Server (ERDB App Server) to your Encompass loan file system, the Encompass Database, and the ERDB.

Note: To make changes to these settings after the database has been created and registered, click the Re-register ERDB button to display the window.

After setting the Enable External Reporting Database option to True and saving your connection settings, you must open and set up the loan fields using the External Reporting Database tool. For more information, refer to the Setting Up the External Reporting Database document.

• Encompass ERDB Server - Enter the name or IP Address of the computer where the ERDB App Server is installed.
• Port - Enter the connection Port for the computer where the ERDB App Server is installed. (This field is populated with the applicable port by default.)
• EncompassData Folder - Enter the file path where the EncompassData folder is located when viewed from the ERDB App Server.
• In the fields provided, enter the ERDB SQL Server and instance name, followed by the ERDB name, login ID, and password.
• Re-enter the External Reporting Database's password in the Confirm DB Password field.
• Once the ERDB has been created and registered, you can click Test Connections to test the connection between the ERDB and the ERDB App Server.
• In the ERDB Server Failure Notification section, enter the required email settings, including the email address where an email will be sent if the connection to the ERDB is lost.
• Click Test to send a sample email to the contact entered in the To Emails field.
• Click Save Notification Settings Only to save only the ERDB Server Failure Notification information.
• Click Create Database and Register.

Note: After the initial database creation and registration, you can click Register Only to save changes made to the ERDB. You must stop and then restart the Encompass Server in order for the changes to take effect

Note: This option is available with Encompass Banker Edition only and only when you log into Settings Manager using the Local connection.

• LO Compensation - If enabled, the active LO compensation plans set up in the LO Compensation setting (in Encompass Settings) are applied to loan files as applicable. If disabled, none of these LO compensation plans are applied to loans.

Note: Even if this component is disabled, the administrator may still utilize the LO Compensation setting in Encompass Settings to create LO compensation plans and assign them to loan officers and brokers.

3. Click Apply or OK.

1. Select eFolder from the Category list.
2. Double-click the View Original Format option, and then click View Original Attachment in Original Format or View Modified Attachment as PDF from the Value list.

• View Original Attachment in Original Format - The original attachment opens in its native viewer. For example, a Word file opens in the Microsoft Word application, and a PDF will open in an Adobe PFDF viewer. This is the default setting.
• View Modified Attachment as PDF - If the attachment has been split, edited, annotated, or merged, the modified attachment displays as a PDF. However, if the original attachment has not been split, edited, annotated, or merged, the original attachment opens in its native viewer.

Note: This setting applies only when the Document Conversion setting (in the eFolder Setup settings) is not enabled in Encompass.

1. Select Import from the Category list.
2. Double-click an option, and then click Enabled or Disabled from the Value list.

• Import - Outlook - If enabled, users can import borrower and business contacts from Microsoft Outlook.
• Create New Loan # on Import - If enabled, an Encompass loan number will be assigned to all imported loans using the Auto Loan Numbering settings.
• Automatic Assignment of Loan Officer - If enabled, when the name of the loan officer in the loan file does not match an Encompass user, Encompass will automatically assign a loan officer as follows:
  - If the importing user is a loan officer, the loan will be assigned to the importing user.
  - If the importing user is an admin, the user will be asked to select a loan officer to assign, or to bypass auto-assignment.
• Loan Officer is Allowed to Import - Use this setting to control whether or not loan officers can import loans where the subject property is in a state in which they are not licensed. The setting options are:
  - Allow Import - LO can import the loan
  - Do Not Set Current Loan Officer - LO can import the loan, but the File Starter is set as the current user
  - Do Not Allow Import - LO cannot import the loan.
• FNMA Loan Import - Use this setting to control whether or not specific fields in Fannie Mae loan files are recalculated when imported into Encompass.
  - Keep Calculated Value - The values in the fields are not recalculated and may be edited as needed.
  - Use Encompass Calcs - The values in the fields are recalculated by Encompass. Only authorized users are then permitted to edit these fields. (Authorized users click the Lock icon and then update the fields as needed.)
  Fields controlled by this setting

• LOS Loan Import - Use this setting to control whether or not specific fields in Point, Contour, and Genesis loan files are recalculated when imported into Encompass.
  - Keep Calculated Value - The values in the fields are not recalculated and may be edited as needed.
  - Use Encompass Calcs - The values in the fields are recalculated by Encompass. Only authorized users are then permitted to edit these fields. (Authorized users click the Lock icon and then update the fields as needed.)
  Fields controlled by this setting
  

• WebCenter/DU 3.2 Application Import Date - Use this setting to control whether or not the Application Date (field ID 745) is auto-populated with the current date (i.e., "today's date") when importing loan files from the Encompass WebCenter or Fannie Mae 3.2 loans into Encompass.

- Do Not change - The Application Date is not automatically populated with the current date after importing the loan file.

- Use Current Date If Blank -If the Application Date field is blank, the current date is populated into it after importing the loan file. If a date has already been entered in the Application Date field, that date will remain in the field after importing the loan file.

• TPO WebCenter Loan Import - Use this setting to control whether or not specific fields in loans originated in an Encompass TPO WebCenter site are recalculated when imported into Encompass. The setting options are:
  - Keep Calculated Value - The values in the fields are not recalculated and may be edited as needed.
  - Use Encompass Calcs - The values in the fields are recalculated by Encompass. Only authorized users are then permitted to edit these fields. (Authorized users click the Lock icon and then update the fields as needed.)
  Fields controlled by this setting
  

• TPO WebCenter Application Date Import - Use this setting to control whether or not the Application Date (field ID 745) is auto-populated with the current date (i.e., "today's date") when importing loan files from the Encompass TPO WebCenter loans into Encompass. The setting options are:

- Do Not change - The Application Date is not automatically populated with the current date after importing the loan file.

- Use Current Date If Blank - If the Application Date field is blank, the current date is populated into it after importing the loan file. If a date has already been entered in the Application Date field, that date will remain in the field after importing the loan file.

3. Click Apply or OK.

1. Select Password from the Category list.
2. Double-click an option, and then enter values to define the rules for maintaining and setting passwords.

• Set the first five options to define the requirements for new passwords; such as minimum password length and the minimum number of upper-case, lower-case, digits, and special characters.

Note: For the Min # of Digits setting, enter the amount of numbers that must be included in the user's password.

• # of Days to Expiration - The number of days before a password must be changed.

• # of Passwords Before Reuse - The number of times a password must change before a previous password can be reused.
• # of Days Before Reuse - The number of days before a previously used password can be reused.
• Password Failure Limit - The number of allowed failed login attempts before a user's account is locked. Please note, 0 (zero) is the default value for this setting. With 0 set here, no number of password login errors will lock the account. Enter 1 (or a larger number) to specify the number of times the user can enter an incorrect password before their account is locked.

1. Select Policies from the Category list.
2. Double-click an option, and then select the appropriate setting from the Value list.

• Enable Multi-User Editing - If enabled, multiple users can edit a loan file at the same time. The features that can be edited are determined by each user's access rights.

Note: This option is available with Encompass Banker Edition only. To disable or enable this policy, you must log in to the Settings Manager using a Local connection.

• Hide Changes Made by Others - If enabled, when a user saves or updates a loan file in multi-user editing mode, the user will see edits made by other users only if the edits are in conflict with edits made by the user.

Note: This option is available with Encompass Banker Edition only. To disable or enable this policy, you must log in to the Settings Manager using a Local connection.

• Default to RESPA-TILA 2015 LE and CD - Use this setting to specify the date on which the RESPA-TILA 2015 LE and CD forms will be used by default when a new loan is started. By default, this date is set to October 3, 2015.
• Itemize Escrow Disbursements - If enabled, the aggregate escrow account disclosure is generated with each disbursement itemized on a separate line. Multiple payments within each month are listed separately. If disabled, the total escrow payments for a month are combined and display in a single line entry for the month.
• Loan Amount Rounding - If enabled, all loan amounts are rounded to the nearest full dollar value. Note that FHA loan amounts are always rounded, regardless of the selected setting.

• Interviewer Info Populated From - Use this option to select the File Starter or the Loan Officer as the source for the interviewer information that appears on the bottom of page 3 of the 1003 (and on the FNMA Streamlined form).
• Allow Non-sequential Milestone Rollback- If enabled, a user with access rights to a milestone can clear the Finished check box, even if subsequent milestones in the workflow have been completed. The Finished check boxes on the subsequent milestones will also be cleared, even if the user does not have access rights to those milestones. If disabled, a user cannot clear the Finished check box on a milestone if subsequent milestones (for which the user does not have access rights) have been completed.

Note: This option is available with Encompass Banker Edition only.

• After Disclosure Copy fees to GFE - Use this tool to control how fees are updated to the 2010 GFE input form due to a changed circumstance. Your selection here controls whether or not fees changed directly in the Borrower column on the 2010 itemization input form or indirectly as the result of a recalculation (for example, a recalculation that occurs if the loan amount changes) will automatically update in the GFE (Section #) column. The options are: 
• Always Update - When selected, fees will always automatically update in the GFE (Section #) column.
• Selective Update - When selected, fees will automatically update in the GFE (Section #) column only if one or more select criteria are met. The select criteria are:
• A loan that has never been disclosed (both the Last GFE Sent Date (field ID 3137) and Initial GFE Sent Date (field ID 3148) fields are blank) will allow automatic updates to the GFE (Section #) column regardless of whether the fee is changed directly (i.e., manual key entry) or indirectly (i.e., change in loan amount, change in calculated value, application of new closing cost template, etc.).
• Changes made after the Changed Circumstance check box (field 3168) on the 2010 GFE has been selected will automatically update the GFE (Section #) column regardless of whether the fee is changed directly (i.e., manual key entry) or indirectly (i.e., change in loan amount, change in calculated value, application of new closing cost template, etc.).
• A loan where the GFE has expired (the GFE Expiration Date (field ID 3140) is earlier than today’s date) and the Borrower has not expressed an intent to continue with the loan (the Borrower intends to continue with this loan check box (field ID 3164) is not selected) will allow all fees on the 2010 itemization input form to automatically update on the GFE (Section #) column whenever the fee is changed directly (i.e., manual key entry) or indirectly (i.e., change in loan amount, change in calculated value, application of new closing cost template, etc.).
• Locking a rate, providing rate lock details (lock date and lock term), and then selecting the Changed Circumstance check box after a loan has been initially disclosed will allow all fees on the 2010 itemization input form to automatically update on the GFE (Section #) column whenever the fee is changed directly (i.e., manual key entry) or indirectly (i.e., change in loan amount, change in calculated value, application of new closing cost template, etc.).
• Manual Update - When selected, fees will not automatically update in the GFE (Section #) column. Instead, loan team members need to manually update these fees or create business rules to control how these fees are updated.

Note: Clicking the Copy Borrower column to 2010 GFE button on the 2010 Itemization will result in these fees being copied to the 2010 GFE even if this option is selected.

• Include Unsubscribe Link in Emails - If enabled, emails sent using the Campaign or email merge features on the Contacts tab will include an unsubscribe option that recipients can select to be removed from your email list.
• This setting is available only when the Encompass Server is running under IIS. If the Encompass Server is running under TCP or IIS/TCP, this setting is not visible.

Note: To disable or enable this policy, you must log in to the Settings Manager using a Networked connection.

• Allow access from certain IPs - If set to Enabled, you can specify the IP addresses from which users are allowed to access Encompass.

To Configure Access Based on IP Addresses:

1. Double-click the Value column, and select Enabled from the drop-down list.
2. Click Apply.
3. Click the Add icon, and then select a user from the User list:

Note: Select Everyone to apply the same IP settings for all users.

4. Select the options for IP Address Range or IP Address.
5. Enter the address or range of addresses, and then click Save.
6. Repeat steps 3-5 until all your users are added, and then click Close.
7. To configure additional settings, click Set Allowed IPs and complete steps 3-6.

• Default Document Generation Engine - Use this setting to specify which document generation application your company uses to generate initial disclosures and closing documents. If set to New_Encompass_Docs_Solution, the Encompass Docs Solution application is used. If set to Old_ODI_Encompass_Docs, the Ellie Mae Docs application is used.

Note: The document generation application you specify here is the application that will be used by default to generate initial disclosures and closing documents. The Use New Encompass Docs Solution check box on the Closing RegZ input form will be selected or cleared based on your selection here. Note that closers with access to the Closing RegZ can use this check box to override the administrator's setting and use the document generation application of their choice to generate closing documents. A Use New Encompass Docs Solution menu item is also provided in the Services file menu in Encompass for companies licensed to generate initial disclosures using the Encompass Docs Solution. Users with permission to generate initial disclosures can use this menu option to override the administrator’s setting and use the document generation application of their choice to generate initial disclosures.

• TPO Originator - Use this setting to control the name entered in the Loan Originator field (field ID 1612) on the 1003 Page 3.

- Keep_TPO_Originator - When selected, the TPO that originated the loan in TPO WebCenter is populated to the Loan Originator field.

- Update_TPO_Originator_With_Assigned_LoanOfficer - When selected, the name of the loan officer assigned to the loan in Encompass is populated to the Loan Originator field.

1. Select Printing from the Category list.

2. Double-click an option, and then select the appropriate setting from the Value list.

• Standard Forms Location - Use this option to specify where standard Encompass forms are stored; on the Client machine or the Server. The Client selection provides better performance, while the Server selection provides easier maintenance.
• Print State License # on 1003 - If enabled, values entered in the NMLS Loan Originator ID and LO State License Number fields on page 3 of the 1003 input form display in the Loan Originator Identifier field on page 3 of the printed 1003 form; values entered in the Company ID and Company State License Number fields on page 3 of the 1003 input form display in the Loan Origination Company Identifier field on page 3 of the printed 1003 form.
  If disabled, only the NMLS Loan Originator ID entered in the 1003 input form displays in the Loan Originator Identifier field on page 3 of the printed 1003 form; Company ID entered in the 1003 input form displays in the Loan Origination Company Identifier field on page 3 of the printed 1003 form.

Note: In this disabled mode, the printed 1003 form does not display Loan Originator Identifier and Loan Origination Company Identifier fields even if the LO State License Number and Company State License Number fields are populated in Encompass.

• Autoselect current form when printing - If enabled, the form that is currently open in Encompass will automatically appear in the Selected Forms list on the Print window. If disabled, you will need to manually add forms to this list.

Note: You can also use the Print Auto Selection tool (in the Encompass Settings) to determine the default set of forms that are automatically selected in the Print window for loans that have specified values in selected fields. If the Autoselect current form when printing option is enabled, both the current form and the Print Auto Selection forms will be automatically selected in the Print window.

• Word Background Printing - If enabled, the Print window does not display when users print a Word document (such as a custom form). The document prints to the user’s default printer in the background. If disabled, the Print window displays when the user prints a Word document; users have the ability to modify the print settings on this window.

3. Click Apply or OK.