New Features & Forms in Version 23.1 (Banker Edition)
This section discusses the new features being introduced in this Encompass release.
Encompass Forms & Tools
A new eSigner Representatives input form has been added to Encompass to enable lenders to assign Encompass users as representatives for different third-party eSignatures used in the eClose process. This form enables user to quickly select Encompass users to serve as eSigner representative for eClosing and to automatically populate their contact information from within Encompass. Previously these representatives were available as Encompass user fields and were treated as third parties who would be generated on Wet Sign documents.
The eSigner Representatives form is accessed from the Forms tab on the lower left of a loan file.
Layout of the eSigner Representative Input Form
The eSigner Representatives input form contains contact information for each eSigning representative associated with the loan. It includes a section for each of the following eSigner representative:
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Lender Representative
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Lender (Prints on Forms with Lender in the Signature Block)
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Broker (Prints on Forms with Broker in the Signature Block)
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USDA (Prints on Forms with Single Family Housing Guarantee and Request for Reservation of Funds)
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FHA/VA (Prints on HUD Addendum to the 1003 as Mortgage Representative)
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FHA/VA Mortgagee (Prints on HUD Addendum to the 1003 as the Lender Representative)
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Commitment Issue By (Prints on Mortgage Loan Commitment as Lender)
To Add an eSigner Representative:
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Use the eSigner Representative drop-down list to select the role that represents the eSigning representative for eClosing purposes. The drop-down list includes options that correspond to roles in the Files Contacts tool, including roles based on Milestones and roles not based on Milestones.
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After selecting a role, the user’s name, email, title, user ID, work phone number, and cell phone number are populated to the form from the File contacts for the loan.
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The eSigner Representative is populated based on the following logic:
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The user assigned to the role in the currently open milestone.
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If none found, the user assigned to the role in the most recently closed milestone, starting with the previous milestone and working backward.
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If none found, the user assigned to role in a future open milestone
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If none found, the field is left blank.
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If an Encompass user has not yet been assigned to the role for the loan in the File Contacts tool, click the Find icon next to the Current Assigned User ID field to select a user. This information may be automatically updated later when a milestone changes, a milestone template is attached, a change is made to the lender representative's contact information, or a new eSigner representative is assigned to the loan.
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To manually edit the representative’s email, title, or phone numbers, click the Customize check box to open the fields for editing.
When a change is made to the File Contact tool, it will overwrite the data in the fields if the Customize check box is not selected.
To make the Lender Representative information that displays on the RegZ-LE and RegZ-CD input forms consistent with the fields on the new eSigner Representative input form, the Lock icons have been removed from the Lender Representative sections on the RegZ-LE and RegZ-CD.
CBIZ-45992, CBIZ-45816, CBIZ-47517
From the Encompass Home page, Encompass WebCenter and Loan Center users with persona access can now click the Manage your Consumer Connect Portal link to access their Encompass Consumer Connect Admin portal (i.e., the Consumer Connect Admin page). There WebCenter and Loan Center administrators can set up and manage a Consumer Connect Basic website, and users can look up borrowers and review website statistics.
If you are still using Encompass WebCenter or Encompass Loan Center, we encourage you to transition to Consumer Connect to reap the benefits of a more modern, intuitive workflow for your borrowers and advanced configuration options. For instructions to create a new Consumer Connect Basic website, please refer to the Transitioning to Encompass Consumer Connect guide. It includes information about Basic websites and provides instructions for setting up and customizing a new borrower portal. This guide also describes the borrower experience of logging into the portal and accessing packages, and how lenders can use the Borrower Lookup tool to find borrowers and loan applications.
This Manage your Consumer Connect Portal link is provided in the Consumer Connect Administration module in the right column on the Home page. This module displays for all Encompass users, but only administrators, loan officers, and users who have WebAdmin and WebContent persona access can open the Consumer Connect administration portal by clicking the link. For all other users, clicking the link displays a “Not Authorized” message.
NICE-27666
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