Release Notes Change Log for Version 20.2

Change Type: New entry added.

Change Date: 3/9/2021

Details: An entry for Updates to Enable $0 Payments on Disclosure Output Forms for HFA Loans was added on the Feature Enhancement page. This issue was addressed in the Encompass 20.2 release but was not included in the release notes.

Change Date: 11/5/2020

Details: A new Fixed Issues for Version 20.2.0.1 Server Patch 1 section has been added to the Fixed Issues page. This section discusses the issues discovered during testing that are now being addressed in the Encompass 20.2.0.1 Server Patch update currently planned for November 7, 2020.

Change Type: New entry added.

Change Date: 11/2/2020

Details: The following new entry was added to the Feature Enhancements page:

VA Total Closing Costs and Recoupment Total Costs Editable Until Closing Disclosure Sent

The Total Closing Costs (field ID VASUMM.X138) and Recoupment Closing Costs (field ID VASUMM.X139) in the Opening Veteran Comparison Statement section on the Qualification tab on the VA Management input form can now be updated before a Closing Disclosure record is created in the Disclosure Tracking tool. Previously these fields were no longer editable after an initial Loan Estimate record was created in the Disclosure Tracking tool. This update makes it possible to use the current Loan Estimate values for the VA Rate Reduction Certification in the event of a re-disclosure prior to creating the first Closing Disclosure tracking record.

Change Type: Updated entries

Change Date: 10/30/2020

Details: The introductory paragraphs in the following two entries have been revised to provide more up-to-date information about FNMA products and data from GSE-supported vendors:

• Fannie Mae Additional Data Input Form for Loans Using the 2020 URLA

• New GSE Additional Data Input Form

In addition: 

• A new note regarding the availability of the new web-based login screen has been added to the New Encompass Login Screen entry on the New Features and Forms page.

Change Type: Updated entry

Change Date: 10/23/2020

Details: The New Encompass Login Screen entry on the New Features & Forms page has been updated with new information about the Settings Sync Tool. The login process for the tool has changed due to the new Encompass Login screen.

Change Type: Updated entries

Change Date: 10/23/2020

Details:  The following updates have been made to these release notes:

• A link to the new Working with Enhanced Conditions setup and user guide has been added to the Introducing Enhanced Conditions entry on the New Features and Forms page.
• A link to the new Encompass 20.2 Administrator Checklist was added to the Introduction page.

Change Date: 10/9/2020

Details:  The New Document Viewer Available entry on the Feature Enhancement page has been updated with more detailed information about the process for requesting the new viewer.

Change Date: 10/2/2020

Details:  The Encompass 20.2 Release Preview has been updated and converted to the Encompass 20.2 Release Notes. These release notes are subject to change prior to the official Encompass 20.2 major release. Please see the entries below for the new and updated items added to these release notes.

Change Type: New entries added

Change Date: 10/2/2020

Details: The following new entries were added to the release notes:

• Feature Enhancements page: Auto Publish Conditions Option Added for TPO Connect Loans

• Feature Enhancements page: New AVM Order Type Field for Correspondent Lending Purposes

• Feature Enhancements page: New Fields for Correspondent Lending Purposes

• Feature Enhancements page: New Set of Repeatable Fields Added for Correspondent Lending Purposes

• Feature Enhancements page: Encompass Zip Code Database Update

• Fixed Issues Page: Updates to the HMDA Loan Amount Calculation

• Fixed Issues Page: URLA Declarations Primary Residence dropdown Lists Now Working as Expected

• Fixed Issues Page: Calendar Icon Working as Expected for Action Date

• Fixed Issues Page: ULDD/PDD Warehouse Lender Indicator checkbox

• Fixed Issues Page: Additional “Will Be Paid Off” VOL Entries Update the Adjustments and Other Credits

• Fixed Issues Page: Loans Created Via Piggyback Loans Tool Obey Folder Access Set in Loan Folder Business Rule

• Fixed Issues Page: Multiple Borrower Pairs Imported Correctly from MISMO 3.4 Loan Files

Change Date: 10/2/2020

Details: The following entries were updated:

• New Features and Forms page: Multi-Factor Authentication (MFA) Options Now Available in Encompass (Updated the high-level tasks for setting up MFA for Encompass.)

• New Features and Forms page: Support for a Designated Lender Representative Role for eClosing (Updated to provide additional information about the behavior of the Current Assigned User ID field.)

Change Date: 9/25/2020

Details: The following new entries were added to the release notes:

• New Features and Forms page: New Encompass Forms and Tools section.

• New Features and Forms page: Income / Asset Validation Section Removed from Freddie Mac Additional Data Input Form

• New Features and Forms page: Support for a Designated Lender Representative Role for eClosing

• Feature Enhancements page: Additional Terms and Conditions Field Added to Tennessee State Specific Information Input Form

• Feature Enhancements page: New Flood Information Section Added to Property Information Input Form

• Feature Enhancements page: Property Insurance checkbox for HELOC Loans in Loan Program Templates

• Feature Enhancements page: Formatting and Validation Updates for Some Encompass Fields

• Fixed Issues Page: Adjusted Negative Cash Flow Calculation for a Construction-Perm Second Home

• Fixed Issues Page: UCD Document GUID Fields Duplicated on Loan Duplication

• Fixed Issues Page: Financeable Mortgage Payments Reserves and Final Vesting to Read Now Editable When Added to Custom Forms

• Fixed Issues Page: Special Characters Supported for Borrower and Co-Borrower Names

• Fixed Issues Page: Relocks No Longer Counted Toward Best Efforts Daily Lock Limit