Encompass Consumer Connect 23.3 Release Notes

Encompass Consumer Connect 23.3 Major Release

These are the release notes for the Encompass Consumer Connect 23.3 Major Release. They include a high-level overview of features and enhancements, 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

Highlights of this release include the following:

Encompass Consumer Connect Admin

  • New Option to Designate Specific Credit Service Providers for Individual Loan App Workflows (NGCC-66946) - Using new provider fields added to the Order Credit option in the Loan App Workflows > Services Settings, lenders can now designate the credit service provider to use for the specific workflow. This enables applicants to order a credit report during the application process from the credit provider designated by the administrator for the workflow. Previously, all workflows for a given Consumer Connect site had to use the same provider for credit orders.

  • Enable Applicants to Authorize VOA and VOE/VOI in Specific Loan App Workflows (NGCC-73640) - Lenders can now enable applicants to provide only the authorization/consent for a verification of assets, employment, or income without the obligation of ordering the service and incurring costs associated with ordering the verification.

Borrower Portal

  • Enhancements to the Borrower Portal User Experience (NGCC-72273, NGCC-73786, NGCC-75950) - Enhancements have been made to the Borrower Portal. Administrators can now add custom image banners to their borrower-facing sites. In addition, the portal's look and feel has been modernized and various updates have been made to the cards displayed to borrowers to help them access information more efficiently. Shortcuts to tasks, documents, notifications, and chats are now provided, along with the loan purpose, subject property, and the status of the application being displayed more prominently. Finally, all Review & Sign tasks are now displayed individually, removing the need for borrowers to click into the individual Task 1, Task 2 cards in order to view the documents requiring review or signing.