New Features & Forms in Version 22.1 (Banker Edition)

(Updated on 2/25/2022)

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As part of the Encompass 22.1 release, Encompass LO Connect is being rebranded to the web version of Encompass. With this update, we’ll begin referring to Encompass as a digital mortgage platform that offers two versions:

• A desktop version which is installed on your computer - Which you and your teams know as “Encompass” today.

• And a web version that can be accessed on web browsers from any device - Which you and your teams know as “Encompass LO Connect” today.

Throughout Encompass 22.1 and in these release notes, labels and references to Encompass LO Connect have been replaced with the web version of Encompass or similar.

(Updated on 2/18/2022)

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The Workflow Tasks tool is now provided on the Tools tab when working in loan files. Previously only available in the web version of Encompass, this new option enables loan team members to access the Workflow Tasks tool from within the desktop version of Encompass.

Click Workflow Tasks in the Tools tab to open the Workflow Tasks tool. Here you can switch between the My Tasks view (which lists the tasks assigned to you (the Encompass user) or the user groups you are assigned to) and the All Tasks view (which lists all of the tasks for the loan file). In both views, the task due dates and who the task is assigned to are also provided. This enables the Encompass user to follow-up with the other users that are working on the tasks in the web version of Encompass. The Encompass user can also add comments to the tasks.

This tool will not be fully functional until April 9, 2022. The Workflow Tasks option is provided on loans' Tools tab in Encompass 22.1 test environments, however, the tasks assigned to the loan will not display until the web version of Encompass 22.1 is released on April 9.

Task-based workflows enable users to manage their loan process using tasks, bringing more consistency to the process and eliminating paper checklists. The workflows also enable automation for creating and completing the tasks. Review the Configuring Automated Workflows setup guide for more information about creating and completing tasks automatically.

The Workflow Tasks tool enables users to access tasks assigned to them, track the status of the tasks, and their due dates. By utilizing the options for user roles in Encompass, multiple users assigned with different roles can work on tasks in parallel across milestones. This works in conjunction with the milestone workflow, and you can add required workflow tasks to your milestone completion rules to ensure proper checks and balances when a milestone is completed. The Workflow Tasks tool also provides a configurable workspace that provides a one-stop shop to complete tasks, limiting the need to navigate between forms, tools, and documents to complete a task. Review the Working with Task-Based Workflows setup guide to learn more about configuring tasks and the workspace.

Review the Workflow Tasks online help topic for more information on task-based workflows.