Feature Enhancements in Version 20.1.0.14 Server Patch 10 (Broker Edition)

This section discusses the updates and enhancements to existing forms, features, services, or settings that are provided in this release.

New Release Notes and Online Help

 

Watch a video about this! 

With this Service Pack release we are introducing a new look and user experience for release notes and online Help. We’ve made the new design easier to navigate and more user-friendly. Plus, we’ve added many feature upgrades that you have suggested, including:

  • New colors and styling aligned with Ellie Mae branding

  • Wider layout that allows for larger screen examples

  • Improved organization and grouping of menus and side navigation links

  • Easy to consume “at a glance” views of release notes items

  • Links to Persona-based release notes

  • Links to short videos on new features

  • And more…

While the look and feel of the release notes and the Help is different, the overall process you should follow to locate and read the release notes and find Help topics will not change. We look forward to your feedback about your experience with the new release notes and online Help.

Update to the Encompass Server
(i.e., Server Patch 10) and Client Machines (20.1.0.14)

The Encompass 20.1 September Service Pack release includes the following feature enhancements. In order for these enhancements 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.

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

New Encompass Alert

Since the LIBOR index will no longer be supported in GSE pools after 10/1/2020 (due to the transition to the SOFR index announced by the FHFA on February 5, 2020), a new informational alert will now be triggered for loans with an application date (field ID 745 and 3142) after 9/30/2020 that use any LIBOR for the ARM Index Type (field ID 1959). This alert is intended to notify loan team members for loans that will not be eligible for purchase by the GSEs. Since this alert is informational only, loan team members can still proceed with the loan.

This alert has been added to the Alerts setting. Administrators can use this setting to enable or disable this alert. The pop-up notification functionality in the setting is not supported. This pop-up notification option in the Encompass Alert Settings window will be removed in an upcoming Encompass release.

NICE-29815

Encompass Settings

The following updates have been made to settings for the Fannie Mae and Freddie Mac Special Feature Codes (SFC) that were introduced to the Field Triggers business rules setting with the Encompass 20.1 June Service Pack.

New Persona Setting for Special Feature Codes Settings Table

A new option has been added to the Personas settings that enables administrators to control user access and edit the Special Feature Codes table in Encompass Settings. In order to provide access to this table, update the user’s persona as follows:

To Provide Persona Access to the SFC Table 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. Select the persona you want to update.
  4. Click the Settings tab.
  5. In the Company Settings panel, expand the Tables and Fees option, and then select the Special Feature Codes option.
  6. Click the Save icon.

Users who have been granted with this persona access can then access this Special Feature Codes table.

Special feature codes (SFC) are defined and published by Fannie Mae and Freddie Mac and may be required by the GSEs as part of the delivery for certain single-family mortgage loans. Administrators and authorized users can select one or more Fannie Mae (DU) or Freddie Mac (LPA) special feature codes to add to Field Triggers business rules, and then apply to rules to applicable loan files. However, first, authorized users can create and set up the special feature codes they want to use with Field Triggers business rules. This is done using the Tables and Fees > Special Feature Codes table. Once created, these codes will then be available to add to the Field Triggers business rule.

New Warning Messages When Editing or Deleting an SFC Code

When an authorized user is managing special feature codes in the Special Feature Codes table, new warning messages are now provided when editing or deleting an SFC code that is currently being referenced in Field Triggers business rule.

  • When a user attempts to edit an SFC (whether it is active or inactive) that is currently being referenced in a Field Triggers business rule, a confirmation message is now presented to enable the user to confirm the updated SFC or to cancel the changes that were made.

"The original Special Feature Code and Source is currently referenced in a field trigger business rule. Any corresponding field trigger business rules must be updated if edited. Would you like to continue saving edits?"

  • When a user attempts to delete an SFC (whether it is active or inactive) that is currently being referenced in a Field Triggers business rule, a confirmation message is now presented to enable the user to confirm the deletion or to cancel the deletion.

"This Special Feature Code is currently referenced in a field trigger business rule. Are you sure you would like to delete?"

Providing these warning messages helps ensure that SFCs that are currently referenced in a Field Triggers business rule are not inadvertently edited or deleted. If the update or deletion is intentional, these messages serve as a reminder to them to update the Field Triggers business rule as needed.

NICE-31180, NICE-31134, NICE-31079

Due to Nevada introducing a new Mortgage Company license type (effective January 1, 2020) that replaces Mortgage Lender and Mortgage Broker license types, a new Mortgage Company License type option for the state of Nevada is now available to select in the Company/User Setup > Company Information settings and the Company/User Setup > Organization/Users settings. Administrators can now select this license option for applicable organizations and users.

Some users reported receiving Fail messages from the Encompass Compliance Service (ECS) or Mavent Compliance Service (MCS) when submitting loans for compliance reviews due to issues with their Nevada lending license. Now that this Mortgage Company License option is available, administrators can update to this license type and these ECS/MCS Fail messages may be addressed.

NICE-27619

Updates to the Encompass Client Machines

The Encompass 20.1 September Service Pack release includes the following enhancements, 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

The Encompass ZIP Code database has been updated with the latest available ZIP Code data.

CBIZ-32985

 

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