Encompass 20.2 Release Notes - Broker Edition

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• New Features & Forms

• Feature Enhancements

• Fixed Issues

• Change Log

Attention Encompass Administrators!

The following Encompass 20.2 features and settings may require additional action by the Encompass administrator. For example, by configuring or adjusting options in the Encompass settings, or reviewing and revising existing business rules affected by the new features. Please review these features to determine whether updates are required for your Encompass settings or business rules. In addition, refer to the Encompass Settings sections of the Feature Enhancements and Fixed Issues pages for specific information about new and updated Encompass settings.

• Support for Windows Server 2016 and Windows 10 (Build 1909) is being introduced in this release. Refer to the Product System Requirements and Compatibility Matrix for more information about supported and not supported operating systems.

• New Encompass Login Screen - As part of the introduction of the new Single Sign-On options, all Encompass 20.2 users will now see a new Web-based login screen. Users utilizing the new SSO options will be able to log into Encompass from this screen, while users who are not utilizing the new SSO options can still use this new screen to enter their Encompass user ID and password and log in just as they did in previous versions of Encompass. Please note that users will be required to enter their Instance ID on this screen. The Instance ID is your Encompass SmartClient ID. Users have been instructed in these release notes to contact their Encompass administrator if they do not know their Instance ID.

• Single Sign-On (SSO) Options for Encompass Users - Single Sign-On (SSO) options are now enabled for all Encompass 20.2 users. Encompass administrators use the Login Access section of the Organization Details to determine if their company's users will be required to log into Encompass using credentials provided by their company's IDP (Restricted Access) or if they will have the option to log in using their IDP credentials or their Encompass user name and password credentials (Full Access). By default, all users are set up with the Full Access options. In addition to these release notes, view the 20.2 release rundown videos for more information.

• New Document Viewer - A new version of the document viewer is now available upon request for qualified Encompass customers. The new document viewer displays in the Encompass eFolder and on the Documents page on Encompass TPO Connect and Encompass LO Connect websites. For detailed information about using the new viewer, refer to the Using the New Encompass Document Viewer guide.

• Formatting and Validation Updates for Some Encompass Fields - Updates have been made to the formatting and validation logic used for the Encompass fields listed here.

• Property Insurance checkbox for HELOC Loans in Loan Program Templates - A new property insurance checkbox has been added to the Loan Program template in the Encompass settings (Encompass > Settings > Loan Templates > Loan Programs) to enable administrators to configure the default selection for the property insurance checkbox on the HELOC Management input form.

• New ATR/QM Policy Expiration Date Option Added to Admin Tools - Currently, an ATR/QM patch is in place for GSE-approved loans, resulting in less stringent ATR/QM guidelines for these loans. This patch is scheduled to expire in 2021, when GSE loans will be subject to the standard ATR/QM guidelines. A new policy setting for ATR/QM has been added to the Encompass Admin Tools to enable administrators to set the expiration date for the patch.

• Refer to the Encompass Field Look Up self-service tool in the Ellie Mae Resource Center for a complete list of input form fields in Encompass.

 

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