New Features & Forms in Version 19.2

To Configure the Services Password Management Setting:

1. On the menu bar, click Encompass, and then click Settings.

2. On the left panel, click Company/User Setup, and then click Services Password Management.

3. Click the New icon.

4. On the Accounts Details window, select Investors from the Service Category dropdown list.

   

5. Select your investor name from the Provider Name dropdown list. Based on your selection, additional fields will display below the Description field.

6. Enter a Description for the service.

7. Enter your User ID/User Name, and Password, and complete any additional fields on the window using the information your investor provided during the investor account set-up process.

8. Click the Magnifying Glass icon next to the Selected Users field.

9. When the Select Users window displays, at the top of the Search by panel, select a search category (Persona, User Group, or Organization) from the dropdown list, and then select your search options in the list in the Search by panel.

   

10. In the Enabled Users panel, select the users who are authorized to deliver loan data and documents to the investor, and then click the right arrow to move them to the Selected Users panel.

11. Repeat steps 9 and 10 until all users have been selected, and then click Select.

12. On the Accounts Details window, click Save.

To Give a Persona Access to Encompass Investor Connect:

1. On the menu bar, click Encompass, and then click Settings.

2. On the left panel, click Company/User Setup, and then click Personas.

3. In the left panel, select a persona.

4. In the right panel, click the Pipeline tab.

5. In the Pipeline Tasks panel, select the Investor Services checkbox.

   

6. The Select Investors pop-up window displays. Select one of the three options at the top of the pop-up window:

   

   • All – Select this option to select all the investors on the list.

   • Custom – Select this option, and then select or clear checkboxes for investors as needed

     When the Custom option is selected the Wells Fargo Funding option cannot be cleared. The Wells Fargo Funding option controls access to the Deliver Data to Wells Fargo Funding service in the Investor Services category on the Pipeline menu. This service is a separate service that is not associated with Encompass Investor Connect.

   • None – Select this option to clear all investors on the list. Selecting None also clears the Wells Fargo Funding option and clears the Investor Services checkbox in the Pipeline Tasks section of the setting. When selected, the Investor Services option will no longer be visible on the Pipeline menu for the Persona.

7. On the Encompass Pipeline, an Encompass user can view all investors to whom they have been given access. However, an error message displays when a user tries to deliver loan packages to an investor if the user has not also been given access to the investor from the Services Password Management setting.

   

To Give a Persona Access to the Document Stacking Order Setting:

1. On the menu bar, click Encompass, and then click Settings.

2. On the left panel, click Company/User Setup, and then click Personas.

3. In the Create a persona section, select a Persona.

4. In the 2. Define access for the persona panel, click the Settings tab.

   

5. In the Company Settings section, select the Document Stacking Templates checkbox (under eFolder Setup).

To Create Document Stacking Templates for Use with Your Investors:

1. On the menu bar, click Encompass, and then click Settings.

2. On the left panel, click eFolder Setup, and then click Document Stacking Templates.

3. In the Stacking Templates section, click the New icon, double-click the new template, and then type a name for the document stacking order template.

4. With the new stacking order selected, click the New icon in the documents section.

   

5. On the Update Document Stacking Template window, type a Description.

6. In the New Documents list, select a category from the Source dropdown list to display only documents in the selected category:

   

• eDisclosures (Returned) - eDisclosure documents generated by the Encompass Docs Solution document generation engine and returned by the borrower.

• eDisclosures (Default) - Default eDisclosure documents generated by the Encompass Docs Solution document generation engine.

• Closing docs (Returned) - Closing documents generated by the Encompass Docs Solution document generation engine and returned by the borrower.

• Closing docs (Default) - Default closing documents generated by the Encompass Docs Solution document generation engine.

• eFolder docs - All documents currently available in the eFolder that are not generated by the Encompass Docs solution document generation engine. For example, non-Encompass files sent by the borrower or service provider, or copies of Encompass output forms that have been attached to the eFolder.

  The first four selections are generated by the Encompass Docs Solution document generation engine and can include individual documents or sets of documents. Sets are clearly marked in the document list with the word set preceding the entry name. Entries for individual documents are slightly off set to the right on the list.

7. Select a document in the New Documents list, drag it to the New Stacking Order Template list in the left panel, and then drop it in the location where you want it to display in the stacking order.

• Or, select a document, click the right Arrow icon to move the document to the New Stacking Order Template list, and then use the Up or Down arrow to reposition the document in the stacking order.

  

8. To remove a document from the set, select a document in the New Stacking Order Template list, and then click the Delete icon.

9. In the New Stacking Order Template list, select a checkbox in the Required column to indicate that an attachment is required for the document when it is sent to a borrower, lender, or partner.

10. Select the Display only the documents included in the stacking order checkbox to create a filtered stacking order, which displays only the documents in the stacking order when the stacking order is applied.

• Or clear the checkbox to display eFolder documents that are not in the stacking order. These documents display in alphabetical order at the bottom of the list below the documents in the stacking order.

  

11. Select the Auto-select all documents in the stacking order for Print and Save checkbox to print or save all of the documents in the stacking order, even if the user clears a checkbox.

• Or clear the checkbox to enable the user to select or clear the checkboxes for documents in the stacking order template to print or save individually.

12. Click OK.

To Send Loan Data and Documents to an Investor: