GSE Integrations and Services 24.1 Major Release: Change Log

This Change Log lists each release notes entry that has been added, deleted, or modified since the initial pre-release version was published.

Change Type: Deleted entry

Change Date: 04.25.2024

Details: The following GSE Integrations and Services 24.1 Major Release: Feature Enhancements Web Version of Encompass entry has been removed and will be available with a future release:

Support for Freddie Mac Loan Closing Advisor in Web Version of Encompass starting with this release.

The final CD must be indicated as Final within the eFolder and the Disclosure Tracking tool.

  • Mark the Final CD in eFolder: Open the document in the eFolder and click the Mark as Final CD button. To be able to do this, certain prerequisites need to be met.

Since the eFolder creates a placeholder named Closing Disclosure, Closing Disclosure (Alternate), or Closing Disclosure (Seller) when ordering closing docs, if these placeholders are not set up and sourced accordingly in the eFolder setup, the system has no way to associate the document as a closing disclosure allowing you to mark it as the final CD.

To be able to mark the CD in the closing doc order as final, you will need to ensure that you have the following forms in the eFolder document listing with the specific names, and sourced to the applicable standard form.

  • Closing Disclosure

  • Closing Disclosure (Alternate)

  • Closing Disclosure (Seller)

  • Mark the Final CD in Disclosure Tracking: To mark the final CD in Disclosure Tracking, go to Disclosure Tracking> Double-click the CD you wish to mark as final to open Disclosure Details> From the Disclosure Type dropdown, click Final.

  1. Open your loan file, go to Services > All Services > Order Service > Underwriting > Freddie Mac's Loan Closing Advisor, and click the Next button.

  2. In the Order Options panel, select the UCD Data Type (Data Only or Data and PDF), and click the Order button.

    • If there are missing fields in your loan, they will be displayed in a Missing Fields window. You can proceed without populating the fields, or go back into the loan file, update the fields, and restart the ordering process.

    • List of missing fields: 2,14,15,19,420,608,672,675,748,799,948,1172,1206,1264,2553,3134,3253,3291, FR0104,FR0106,L72,ULDD.X150,ULDD.X151,65,97

  3. This launches the feedback certificate for successful orders.

  4. Note that the Order Information and History panel updates with the details of the order.

EVP-1181
  Previous Section: Feature Enhancements