Feature Enhancements in Version 21.4 February Service Pack

Enhancements were made to the administration portal UI to refine appearance and to improve loading performance. UI enhancements include a new Consumer Connect Admin logo and Encompass banner, and an updated color palette for the top and left navigation areas.

With this release, Consumer Connect supports the ability to add EPPS custom fields to a loan application workflow. When EPPS is configured as the Product and Pricing service provider and enabled in a workflow, lender administrators can specify up to 10 custom fields to send with the product and pricing order. EPPS will apply the appropriate rate adjustments when conditions are met for rules that use the custom field values.

Consumer Connect loan application workflows support custom fields for the following EPPS tasks:

• Adjust Final Price

• Adjust final price by rate

• Adjust Rate

• Adjust SRP

• Adjust SRP by Rate

• Set Maximum Final Price Displayed

• Set Maximum Rate Displayed

• Set Minimum Final Price Displayed

• Set Minimum Rate Displayed

Requirements: To add an EPPS custom field to a loan application workflow, the field must be configured in Encompass as a Lock Request Additional Field. To apply custom field values to a rate search, your custom fields must be assigned to a condition rule in EPPS. For information about condition rules in EPPS, see the Encompass Product and Pricing Service online help.

New Custom Fields Section in Loan Application Workflow

To support this enhancement, a new Custom Fields section has been added to the Rates area of the loan application workflow. The Custom Fields section is only visible when EPPS is configured as the product and pricing provider and enabled in the workflow.

1. Open Loan App Settings for the workflow.

2. Click Rates to display the options and settings for Rates.

   

3. Click Add Fields.

   The Add Fields to Product and Pricing Request window appears.

4. Select a custom field to add to the workflow. You can click the Product and Pricing Additional Fields drop-down menu to view the custom fields that are available.

   The fields displayed in the list are configured in Encompass as Lock Request Additional Fields. Fields with an incompatible field type will not be listed.

   

5. Click Add.

   The custom field is displayed in the Rates section. In the following image, four custom fields have been added to the Rates section.

   

Depending on the field type, you may need to provide a default value for the field. For example, if the field data type is a string and the field is hidden from the borrower, a default value is required.

6. Enter a value for the field if needed.

7. Select the Display to Borrower check box to show the field in the loan application. If selected, the field will be displayed as a required field on the Rates page in the application. The values provided by the borrower will be sent with the product and pricing order. Similar to other custom fields, EPPS custom field values are also passed to Encompass with the loan file.

8. Add additional custom fields as needed. When you are finished adding custom fields, save the loan application workflow.

With this release, lender administrators can add a Google Analytics tracking ID to their borrower widgets, or embedded pages, for SSO and non-SSO sites. By adding a Google Analytics tracking ID, lenders can track the actions a site visitor or borrower takes on their embedded page—such as when they submit a loan application, enter the borrower portal, and more. Lenders can use the data captured by Google Analytics to gauge the effectiveness of the page, configurations, marketing campaigns, and so on.

To support this enhancement, a new Google Analytics Account field is available in the Website Builder tab in the Consumer Connect Admin portal.

This new field is only available for embedded borrower widgets. Support for Google Analytics on regular (or non-embedded) pages was introduced previously with the 20.2 December Service Pack.

Events Captured by Google Analytics

Google Analytics will capture the actions, or user events performed by a site visitor or borrower for each embedded page. The user events captured by Google Analytics are:

Event	Description
application.save.auto	Auto saving of the application
task.document.view	Borrower views document in a task in borrower portal
package.view	Borrower views package in borrower portal
task.completed	Borrower completes a task in borrower portal
task.upload	Borrower uploads document to a task in borrower portal
application.save	Borrower clicks Save
acctManagement.accountCreated	Borrower creates an account. This event is tracked only on non-SSO sites.
loan.view	Borrower views a loan in borrower portal
consent.loan	Borrower access eConsent on a loan
econsent.accepted	Borrower accepts eConsent on a loan
application.resume	Borrower logs into their account and resumes an application in progress
acctManagement.passwordRequest	Borrower forgets password. This event is tracked only on non-SSO sites.
acctManagement.usernameRequest	Borrower forgets username. This event is tracked only on non-SSO sites.
application.submit	Borrower submits application to Encompass
acctManagement.passwordSet	Borrower goes through setting up new password experience. This event is tracked only on non-SSO sites.
acctManagement.optRequest	Borrower requests OTP as part of password reset experience. This event is tracked only on non-SSO sites.
acctManagement.optVerified	Borrower verifies OTP as part of password reset experience. This event is tracked only on non-SSO sites.
acctManagement.passwordChange	Borrower successfully changes password as part of password reset experience. This event is tracked only on non-SSO sites.
acctManagement.verificationResendRequest	Borrower requests a new verification email. This event is tracked only on non-SSO sites.
acctManagement.profileUpdate	Borrower changes their name, phone number, or any other account information. This event is tracked only on non-SSO sites.
consent.package	Borrower accepts eConsent for an individual package
econsent.declined	Borrower declines eConsent for an individual package
service.assets	Borrower completes online asset verification

Add Google Analytics Tracking to an Embedded Borrower Widget

To use this feature, a Google Analytics account is required.

1. Open the Consumer Connect Admin portal.

2. Select the borrower widget site to edit from the drop-down list at the top of the page.

3. In the left-navigation menu, click Borrower Portal.

4. In the Google Analytics Account field, enter your Google Analytics account ID (also known as a Tracking ID). For example, UA-000000-2.

   

5. Click Save.

   After saving your changes, the Google Analytics tracking code is applied to the borrower widget. The code snippet does not need to be regenerated or updated.

If there are more than three documents in a package, the task card will now display "+ more" after the first three documents.

The borrower clicks VIEW FULL LIST on the card to view a list of all the documents in the package. The documents are displayed in a pop-up window where the borrower can click the document titles to open and view them.

A message now displays when a pop-up blocker interferes with the display of borrower portal content. The new message states the following: "Please go to your browser Settings and turn off pop-up blocker. Then, try your action again."