Fixed Issues for Version 19.4.0.6 Server Patch 5

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This Encompass 19.4 January Service Pack includes updates to users' Encompass client machines (19.4.0.6) and a Server Patch (server patch 5) that is applied to the Encompass Server.

Why we fixed these issues: These issues were fixed to improve usability and to help ensure Encompass is operating as expected. These issues were chosen to be fixed based on the severity of its impact to clients and client feedback.

Update to the Encompass Server
(i.e., Server Patch 5) and Client Machines (19.4.0.6)

The Encompass 19.4.0.6 Server Patch 5 release includes the following fix to an issue that occurred in previous versions of Encompass. In order for this fix to be fully integrated into your Encompass system, both the Server Patch and the client-side update provided with this release must be applied. The Server Patch included with this release is applied to the Encompass Server automatically and cannot be controlled manually via the Encompass Version Manager tool. The client-side update in this release can be controlled manually via the Encompass Version Manager tool. If the tool has been configured to always apply client-side updates to users’ computers automatically, users will receive the client-side updates upon their initial log in of Encompass following the release.

The fix listed below will not be fully implemented until both the Server Patch and the client-side updates are applied to your Encompass system.

Encompass Forms and Tools

An issue was resolved that caused discount points to not be excluded from ATRM/QM test results when the discount point reduction exceeded the rate reduction basis ratio. Encompass was populating 0 (zero) to the Discount Points that can be excluded based on reduction in rate (field ID QM.X367) that displays on the Bona Fide Discount Point Assessment pop-up window on the Qualification tab on the ATRM/QM Management input form in some scenarios when the reduction exceeded the ratio defined in the two Rate Reduction Basis fields.

The calculation for the Discount Points that can be excluded based on reduction in rate has now been adjusted according to the following logic:

  • A value of 0 (zero) is now populated when no rate reduction basis is selected (field ID QM.X366 is blank) or when the actual reduction is less than the ratio in these fields.

  • The value from the Discount Points that can be excluded based on reduction in rate (field ID QM.X367) is now populated to the Discount Points that can be excluded based on reduction in rate field when the actual reduction is equal to or greater than the Rate Reduction Basis ratio.

Workaround Information:

The following workarounds were provided for this production issue and is no longer required for Encompass 19.4.0.6 and later.

  • Click the blue Lock icon for the Ability to Repay Loan Type field (field ID QM.X23) and select Qualified Mortgage. Click the blue Lock icon for the Qualified Mortgage Loan Type field (field ID QM.x24) and select General QM.

  • Leave the Rate Reduction Ratio fields blank.

CBIZ-19919

Updates to the Encompass Client Machines

The Encompass 19.4 January Service Pack includes the following fixes, which are client-side updates that are applied to users' Encompass client machines. This client update can be controlled manually via the Encompass Version Manager tool. If the tool has been configured to always apply new releases to users’ computers automatically, users will receive this update upon their initial log in of Encompass following the release.

Encompass Forms and Tools

An issue was resolved that caused verification entries to be saved incorrectly under a specific scenario. This would occur when a user created a new verification, moved it to a new position on the verification list, and then closed the loan file by clicking the X icon on the upper-right without clicking the Save icon first. In this scenario, Encompass was duplicating the entry that was moved and the entry would display twice on the verification list. This issue affected all verification forms in Encompass (for example, VOLs, VOMs, VORs, etc.). The issue has been resolved and verification entries are no longer being duplicated under the scenario described above.

Workaround Information:

The following workaround was provided for this production issue and is no longer required for Encompass 19.4.0.6 Server Patch 5 and later.

  • Click the Save icon before clicking the X icon to close a loan file.
CBIZ-20420

Invalid Web URL addresses can now be removed from entries in the File Contacts tool. Previously when an Encompass user attempted to delete an invalid URL, an error message would inform the user that the URL was invalid but would revert to the original address after the user closed the error message. This issue has been resolved and Encompass users can now delete an invalid URL. This issue affected the Web URL fields for the following File Contact roles:

Lender:

  • Company Web URL (field ID VEND.X1034)

  • Contact Web URL (field ID VEND.X1035)

Broker:

  • Company Web URL (field ID VEND.X1036)

  • Contact Web URL (field ID VEND.X1037)

Seller’s Agent:

  • Company Web URL (field ID VEND.X1038)

  • Contact Web URL (field ID VEND.X1039)

Settlement Agent:

  • Company Web URL (field ID VEND.X1040)

  • Contact Web URL (field ID VEND.X1041)


CBIZ-28667

 

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