Status Online Tool
View the "Status Online" Quick Reference Guide
Use the Status Online Tool to publish loan status updates to a secure website (Encompass Consumer Connect, Loan Connect, or TPO Connect ) for viewing by your borrowers and partners. When you use the Status Online tool to publish updates, you can also edit any notification emails that are sent with the updates. When you publish an update, an entry is also added to the Loan Log if an email is sent.
The Status Online tool includes two tabs:
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WebCenter - Used to publish status online updates to an Encompass Consumer Connect site or Loan Connect .
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TPO WebCenter - Used to publish status online updates to the TPO Connect. This tab is visible only to TPO Connect customers working with loans that were originated from the TPO Connect.
Each tab on the Status Online tool includes two sections:
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Select to Publish - This section includes a list of Status Online update that are available to publish for the loan. The checkbox for an update is selected by default if a change in the loan file has triggered the update, or if the update is manual with no trigger. Each entry includes the update Name, the Date when the update was triggered, an indication of whether an email notification will be sent, the Update method (automatic or manual), and the Status Trigger for the update.
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Already Published - This section includes a list of Status Online updates that have already been published for the loan. Each entry includes the update Name, the Date when the update was published, and an indication of whether an email notification was sent.
To Access the Status Online Tool:
There are two ways to access the Status Online tool.
In response to a reminder message
On the Tools tab in a loan file
To Publish Updates:
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Click the WebCenter or TPO WebCenter tab.
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In the Select to Publish section, select the checkboxes for one or more updates, and then click Publish.
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You can also click the New icon to create an template on the fly using the procedure in the Personal Status Online topic.
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If any of the update templates were configured to send an email message, the Send Notification Email window opens. Edit the email addresses, Subject line, and message as needed.
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You can select a sender in the From field or select an email template in the Subject field to add a predefined message.
Templates created on the fly and edits made to email templates are not saved in the Company Status Online or Personal Status Online settings.
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Click Send.
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Or click Skip This Email to publish the update to an Encompass Consumer Connect site or Loan Connect without sending the email notification.
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Click OK when the confirmation messages displays.
A standard email containing a link to the Encompass Consumer Connect site or Loan Connect is sent. The email recipients create their own login information, log in to the website, and then view the data on the website. The only way your borrowers and partners can access the website is by receiving a Status Online email.
- After an update is published, it is listed in the Already Published section.