Encompass Consumer Connect 22.2 Release Notes

Encompass Consumer Connect 22.2 Major Release

These are the release notes for the Encompass Consumer Connect 22.2 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.

Loan Application Workflow Enhancements

• New Option Available to Add Signature Fields to the Credit Authorization Agreement (NGCC-57368) — A new option has been added to Services Settings for Credit Authorization to require applicants to enter their names under the Credit Authorization Agreement. When enabled, new signature fields appear on the Credit Authorization Agreement page in the loan application where applicants can provide their signatures to establish intent to apply for joint credit. Note that the document with the signature will not be stored in the eFolder.

• Added Support for Duplication of Loan App Workflows Across Sites (NGCC-55608) — With this release, lenders can duplicate loan application workflows across different websites from within the same instance. To support this new function, the Duplicate option on the Loan App Workflows page has been updated to display to two actions: Current Site and Select Other Site.

• Optimization of Consumer Connect Admin for Loan Application Workflows (NGCC-64091) — Several updates have been made to improve the loan officer selection flow and mappings in Loan App Workflows and Website Builder settings. With these updates, the setting that enables the borrower to select a loan officer has been moved from the Website Builder page to the Loan App Workflows page. Lenders will need to set up loan officer mappings for each workflow where the loan officer selection settings are enabled.

• Added Ability to Customize Titles and Add Instructional Text to Loan Application Sections and Loan Summary (NGCC-60486, NGCC-65345) — Improvements have been made to the Loan Details, Personal Information, Assets, and Loan Summary sections of the loan application to give lenders the ability to edit section titles and to add instructional text.

• Refined the Velocify Lead Source List in Loan App Workflows (NGCC-63507) — The Velocify Lead Source List located in the Services Settings section of Loan App Workflows has been improved to display only the active lead sources. Inactive lead sources will be filtered out of the drop-down selection.

Loan Application Enhancements

• New Error Message Displays If the Down Payment Is Higher than the Estimated Loan Price (NGCC-65102) — If the Down Payment Amount is higher than Estimated Purchase Price, a new validation message will appear stating, "<Down Payment amount> must be less than the <Estimated Purchase Price>".

• Date of Birth Now Required for Ordering Credit (NGCC-65321) — Starting with this release, the borrower's Date of Birth (Field ID 1402) will be a required field when the Order Credit service is enabled in a loan application workflow.

• Changes Made to Present Monthly Housing Expenses (NGCC-64780) — The following three fields have been added back into the Present Monthly Housing Expenses area of the loan application: First Mortgage (P&I), Second Mortgage (P&I), Real Estate taxes. The instructional text has also been updated.

• Updated Field Logic for HELOC Loans (NGCC-64962) — For HELOC loans, when an applicant indicates they have an outstanding mortgage balance (field 420), the amount of the outstanding mortgage balance (field 427) will be required in the loan application.

Borrower Portal Enhancements

• UI Changes Made to eClose Task Cards — Several user interface changes have been made to the eClose task cards in the borrower portal.

  • New Text Displayed when Documents Can Be Signed Within 24 Hours (NGCC-65399) — When a document on an eClose task card is within 24 hours of being available to sign, new text will be displayed at the bottom of the card stating, "You can eSign these docs tomorrow".

  • New Countdown Text Displayed on eClose Task Card (NGCC-64136) — New text will be displayed at the bottom of eClose task cards indicating the number of days left before the borrower can sign.

  • New Tooltips Added to eClose Documents on Task Card (NGCC-65401) — New tooltip icons have been added next to each document listed on a task card. The borrower can hover over a tooltip to view when the document is available for eSigning.

• Enhancements Made to Account Creation and Management (NGCC-63855, NGCC-63856, NGCC-64106) — Improvements have been made to streamline borrower portal account creation and account management.

• Google Analytics Tracking Added for Password Reset (NGCC-64207) — When a borrower clicks the Forgot Password link on the Account Login screen, the following information will be captured by Google Analytics: initiator:BP, userName, siteId, siteUrl, originDate for which the password reset request was made from the borrower portal or borrower portal widget.

Web Accessibility Enhancements

• Various UI Enhancements Made to Improve Web Accessibility — Several updates have been made to improve web accessibility in Consumer Connect Admin and the loan application.

  • Embedded Sites (NGCC-63865, NGCC-63866) — The code snippet used for borrower widgets has been updated to include the data-aria-label attribute.

  • Chat Icon (NGCC-64957) — The Alt attribute has been added to the chat icon in the loan application and borrower portal.

  • eClose Tool Tips (NGCC-64415) — New tool tips added to eClose task cards are active elements in the progressive tabbing order and are screenreader friendly.

 

Next Section: Feature Enhancements