Encompass 22.2 Release Notes - Banker Edition

This Encompass 22.2 Major Release will be applied to your users' computers automatically and cannot be controlled manually via the Encompass Version Manager tool. Users will receive the update upon their initial log in of Encompass following the release.

Please refer to the Major Release announcement you received from ICE Mortgage Technology for the planned release date. You can review these announcements on your My Messages page in the Resource Center. (Click here for more information.)

What's in This Release

Highlights of this release include the following:

• Update on Internet Explorer (IE11) Support in Encompass - In May 2021 Microsoft announced the June 15, 2022 end of life date for Internet Explorer (IE). On that date, the Internet Explorer 11 desktop application will go out of support and be retired for certain versions of Windows 10. Read the details in this entry to learn how this affects Encompass.

• Average Median Credit Score Calculated for FNMA DU - For loans submitted to FNMA Desktop Underwriter (DU), the Average Median Credit Score value is now being calculated by DU and returned in the response.

• Updates to Support New Fannie and Freddie Uniform Legal Instruments - New fields have been created and existing fields have been added to additional input forms to enable Encompass users to enter values needed for updated Fannie Mae and Freddie Mac Uniform Legal Instruments (Notes, Security Instruments, etc.).

• New License Types for Utah and Wyoming Added to Compliance Review Setup - Two license types, for Utah and Wyoming, have been renamed in the Compliance Review Setup tool and the Company Information settings in Encompass. These new license types are available to select on the License tab in both settings when working with licenses for Utah and Wyoming.

• Update to Copy from Buy Side Button Behavior - The Copy from Buy Side button on the Secondary Lock Tool no longer clears the Investor (field ID 2278) field in the Sell Side Lock and Pricing column when the Investor (field ID 4751) field in the Buy Side Lock and Pricing column is blank.

• New Persona Access Option Added to Control Users’ Ability to Create Custom Pipeline Views - A new option, Create Pipeline Views, has been added to the Personas setting to control users’ ability to create custom Pipeline views. Select this option in Encompass Settings > Company/User Setup > Pipeline > Pipeline tab to enable users to create and manage custom Pipeline views.

• Watch a series of videos about this new release.

• Update on Internet Explorer (IE11) Support in Encompass - In May 2021 Microsoft announced the June 15, 2022 end of life date for Internet Explorer (IE). On that date, the Internet Explorer 11 desktop application will go out of support and be retired for certain versions of Windows 10. Read the details in this entry to learn how this affects Encompass.

• Support for Importing a Borrower from a MISMO 3.4 File - A new ULAD / iLAD (MISMO 3.4) file option has been added to the Source dropdown field on the Import Borrower pop-up window. In addition, a new ULAD / iLAD (MISMO 3.4) file option has been added to the Personas setting (Encompass > Personas > Company/User Setup > Personas) to control who can import borrowers from a MISMO 3.4 file.

• Additional URLA 2020 Fields Controlled by TPO Portal Loan Import Option in the Admin Tools - When a MISMO 3.4 loan file is imported from the Encompass TPO Portal, the selection made for the TPO Portal Loan Import option in the Import category in the Settings Manager in the Encompass Admin Tools now determines whether the values populated in the certain fields on the URLA 1003 input forms retain the values imported from the TPO Portal or use the Encompass calculations.

• Updates to Support New Fannie and Freddie Uniform Legal Instruments - New fields have been created and existing fields have been added to additional input forms to enable Encompass users to enter values needed for updated Fannie Mae and Freddie Mac Uniform Legal Instruments (Notes, Security Instruments, etc.).

• Update to Copy from Buy Side Button Behavior - The Copy from Buy Side button on the Secondary Lock Tool no longer clears the Investor (field ID 2278) field in the Sell Side Lock and Pricing column when the Investor (field ID 4751) field in the Buy Side Lock and Pricing column is blank.

• Persona Permissions to Manage a Secured Party or Delegatee of Transfer - A persona’s ability to edit the new Secured Party or Delegatee of Transfer options in the Manage Rights Holders section of the eFolder eNote tab and the Encompass eVault portal are controlled in the Personas setting (Encompass > Settings > Company/User Setup > Personas).

• One Entry Displays for Each Condition Type When Adding Enhanced Conditions to Custom Forms - When creating a custom print form (Encompass > Settings > Loan Setup > Custom Print Forms) and adding a data field in the Enhanced Conditions (multiple conditions) category, only one entry displays for each condition type when the Select Enhanced Condition window opens. Previously, multiple entries displayed for the same condition type when there was more than one condition for that condition type.

• New License Types for Utah and Wyoming Added to Compliance Review Setup and Company Information Settings - Two license types, for Utah and Wyoming, have been renamed in the Compliance Review Setup tool and the Company Information settings in Encompass. These new license types are available to select on the License tab in both settings when working with licenses for Utah and Wyoming.

• New Persona Access Option Added to Control Users’ Ability to Create Custom Pipeline Views - A new option, Create Pipeline Views, has been added to the Personas setting to control users’ ability to create custom Pipeline views. Select this option in Encompass Settings > Company/User Setup > Pipeline > Pipeline tab to enable users to create and manage custom Pipeline views.

• New Persona Access Option Added to Control Access to the Reg Z and Funding Worksheet Input Forms in the Web Version of Encompass - Administrators can now enable users to access to the Reg Z input form and the Funding Worksheet input form in the web version of Encompass by selecting the new RegZ option and Funding Worksheet option in Encompass Settings > Company/User Setup > Personas > Web Version tab.

• New Allow Impersonation Option Added for API Users in Encompass User Profile - Encompass administrators can now use the new Allow Impersonation option when configuring the User Details (i.e., user profile) for Supported Encompass Partners who access their company’s Encompass APIs.