Feature Enhancements in Version 23.1 Major Release

This section discusses the updates and enhancements to existing features, services, or settings that are provided in this release.

General

Google Analytics 4 (GA4) is supported in this release. GA4 is the newest version of Google Analytics, which collects event-based data from websites and apps to be used to gauge the effectiveness of your site, configurations, marketing campaigns, and so on. GA4 records every action as an event and provides more event tracking than Google Analytics 3 by default, such as scrolling, file downloads, site interactions, and so on.

Google Analytics 3 will be deprecated in July 2023 so we recommend adding your GA4 code to your Encompass Consumer Connect site or embedded borrower widget site as soon as possible.

To learn how to add your GA4 code to your site or embedded borrower widget site and for more information about tracking events with Google Analytics 4, see the Using Google Analytics 4 with Encompass Consumer Connect Guide.

NGCC-65835

Encompass Consumer Connect Admin

This enhancement gives Encompass users with super administrator or administrator persona access the ability to decouple a borrower account from a submitted loan. The new Unlink option is available from the Borrower Lookup tab and can be used to unlink borrowers, co-borrowers, and non-borrowing owners from a loan.

To Unlink a Borrower from a Loan:

  1. In Encompass Consumer Connect Admin, go to Borrower Lookup.

  2. Use the Borrower Lookup search tool to locate the borrower's application details.

  3. Click the More Options icon () to view the Show All Users option.

  4. Clicking the Show All Users icon () opens a pop-up window displaying the names of borrowers, co-borrowers and non borrowing owners on the loan.

  5. Click Unlink next to the name you want to remove from the loan.

  6. Click Yes to confirm your changes.

NGCC-68871

Loan Application

Updates to Property Type Field Mapping to EPPS

Field mapping of Property Type selections for Number of Units and Manufactured Housing Multiwide have been updated to align with Encompass Product and Pricing fields.

NGCC-52138, NGCC-62719

Services

Starting with this release, the Homeowners Insurance Third-Party Consent Agreement will be shown only to the primary borrower.

NGCC-68380

Updates have been made to the Consent to Share my Personal Information with Third Parties agreement to provide additional transparency around the way the borrower's personal information will be used and rights relating to that information.

NGCC-73445

Borrower Portal

User interface enhancements include updated instructional text for creating an account and email address validation. The Phone fields have also been reorganized into a more logical flow.

Updates Made to Instructional Text

The following sentence has been added to the Create an Account form to provide borrowers with additional context around creating an account:

"This will allow you to complete the application, provide documentation needed to process, sign important forms and communicate with us."

NGCC-73788

The instructional text on the Reset Password page has been updated to state the following:

"Please enter your username and email address to reset your password."

NGCC-72801

WebCenter and Loan Center

The following entries are for lenders who are transitioning from WebCenter or Loan Center to Consumer Connect.

ICE Mortgage Technology is introducing a basic version of Consumer Connect for customers who need to transition from WebCenter and Loan Center. The basic version of Consumer Connect provides an easy to use, upgraded user experience with minimal setup and configuration. It includes a borrower portal where borrowers can view and upload loan documents and sign disclosures. It also includes an administration portal with limited customization tools and Borrower Lookup capabilities for lenders. Instructions for setting up and customizing a Basic site are provided in the Setting Up a Basic Borrower Portal with Consumer Connect.

NGCC-50124