Encompass Consumer Connect 21.3 Release Notes

Encompass Consumer Connect 21.3 Major Release

These are the release notes for the Encompass Consumer Connect 21.3 Major Release. They include a high-level overview of features and enhancements and fixed issues, followed by more detailed information and instructions where appropriate. Refer to the online help and the Guides & Documents page for additional information and related documents.

Additional Resources:

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What's in This Release

eClose Enhancements

  • Added Support for eNotes - Encompass eClose feature has been further expanded to include support for Hybrid eClose with eNotes. When hybrid closings with eNotes is configured in Encompass, borrowers can eSign a package with an eNote from the Consumer Connect borrower portal.

  • Multiple eSign Tasks Now Supported in the Borrower Portal - The borrower portal now supports receiving multiple eSign tasks as part of a closing package. The borrower portal displays each eSign task on a separate card. Each card may contain multiple documents for the borrower to electronically sign.

  • Updates to Borrower Portal Task Card for Closing Packages -Task lists for closing packages now display the date the package was assigned to the borrower and the date on which the package tasks must be completed by the borrower.

  • New Available to Sign Status for eSign Documents Task Card - eSign Documents task cards for closing packages now display the earliest date the borrower can electronically sign the documents listed on the card. Borrowers can review documents prior to the Available to Sign [earliest date] noted on the card, and can eSign on or after the specified date.

  • Borrower Portal Support for Redraw Package Life Cycle - When a lender redraws a package, the ability to sign the previous package from the borrower portal is removed. In addition, the status for the package is changed to Expired and moved to the new Inactive tab.

  • New Inactive Tab Added to the Borrower Portal for Closing Packages - A new Inactive tab is available in the Borrower Portal for closing packages. The new tab displays packages that were not completed on time and expired or were voided by the lender.

Administration Portal UI Enhancements

  • Rebranding Updates - With the acquisition of Ellie Mae, Inc. by Intercontinental Exchange in 2020, Ellie Mae, Inc. officially became ICE Mortgage Technology in May 2021. In support of this company naming update, references to Ellie Mae in the Consumer Connect Admin and website builder have now been updated to ICE Mortgage Technology.

  • Design Enhancements Made to Several Administration Portal Pages - In continuation with the administration portal design enhancements we have been making over the past year, the Loan App Workflows editor, Website Builder page, and Incomplete Apps > Loan Summary have been updated with this release.

Services and Services Management Enhancements

  • New Display Options for EPPS - Two new settings have been added to the Product and Pricing Settings page for EPPS. These settings control how rates will be displayed to the borrower. Lender administrators can use the new settings to define how many rates should be shown for each program and the order in which they should be displayed.

  • Integration with Velocify Pulse - With this integration, lenders with Velocify Pulse can receive lead data from incomplete loan applications started on an Encompass Consumer Connect website.

Loan Application Enhancements

  • Enhancements to REO Fields - The loan application has been enhanced to provide a better user experience for borrowers when entering REO information.

Next Section: Feature Enhancements