Personal Status Online

• Select No Trigger, to create a template that is not tied to a trigger.

Select the No Trigger option only if you plan to select the Manually Update option for the Update Method in the Configure Status Online Update section.

• If you select the Milestone Finished trigger, select a milestone from the list.

• If you select the Document Received trigger, select a document from the list.

The documents that display in the list are based on the documents your administrator has added to the Documents setting under eFolder Setup in the Encompass Settings.

• If you select the Field Value Entered trigger, select one or more fields. The selected fields are added to the list of trigger fields. The update is triggered when values are entered in all of the selected fields:

1. Type a Status Description. This is the description your borrowers and partners will see when you publish Status Online updates.

2. Select an Update Method:

   • Automatic Update - Updates are sent automatically when a user exits a loan file after a trigger event occurs. No action is required on the part of the Encompass user who is working in the loan.

   • Manual Update - A prompt displays when a user exits a loan file after a trigger event occurs. The prompt window allows the Encompass user who is working in the loan to decide whether to send the update manually.

3. If you select the Manual Update option, select a Reminder option:

   • No reminder - When a user exits a loan, if a Status Online template has been triggered, the user will not be prompted with an update message.However, if an email template has been added to the trigger, an Email Notification window displays when the user manually publishes the update, allowing the user to adjust the email subject, message, and recipient email addresses.  

   • Remind users when they exit the loan - When a user exits a loan, if one of the templates has been triggered, the Status Online Tool will open and the user will be prompted to update Status Online.

If you created email templates (see below), you can select predefined content to include in the notification email.

1. Select a template from the Email Template list.

   • Click the Find icon to view the content of the selected template.

2. Select Loan Officer, File Starter, Current User, or Me from the From list.

   • The email for the selected user will display in the From field when the email notification is sent. 

   • Selecting Me will cause your email address to always display as the sender, even if another user sends the update.

   • Selecting Current User will use the email address of the user sending the update.

3. In the To section, select the checkbox for one or more recipients who will receive the email notification.

   A new update template or edits to an existing template are applied only to loan files that are started after the template is created or changed. The changes are not applied to previously existing loan files. For example, if you associate an email template with a Status Online template, the email notification will be sent only for loans created after the email template was associated with the update.

1. On the Personal Status Online Templates tab, select a template on the list and click the Edit icon.

2. Edit the Status Description and the Trigger options, and then click Save.

1. On the Personal Status Online Templates tab, select a template on the list and click the Delete icon.

2. Click Yes in response to the confirmation message.

1. On the Email Templates tab, click the New icon to open the Email Template Details window.

2. Select a Loan Source from the dropdown list. (This option was introduced in the Encompass 18.2 major release.)

   • Select Consumer Connect to create templates for loans originated via Encompass Consumer Connect web application. Templates created with the Consumer Connect option selected will have the Recipient Full Name field available in the list of Commonly Used Fields that can be inserted into a template.

   • Select Non-Consumer Connect to create templates for loans originated in Encompass or other any other source except from an Encompass Consumer Connect application. Templates created with the Non-Consumer Connect option selected will not have the Recipient Full Name field available in the list of Commonly Used Fields.

   • The remaining Commonly Used Fields are available in both types of templates.

   • The Template Type field is a read-only field and automatically set to Status Online.

3. Type a Subject for the email.
4. Type the content of the email message in the text box.
5. Click Save.

All existing templates are maintained in the HTML Email Templates, Company Status Online, and Personal Status Online settings. A duplicate template specifically for use with Encompass Consumer Connect is provided for each of the default templates that are provided by Encompass. In the Encompass Consumer Connect templates that you create, the fields that define the borrower name and co-borrower name are replaced with the Recipient Full Name field.

When email notifications are sent, Encompass verifies whether the loan is a Consumer Connect or Non-Consumer Connect loan. Encompass then displays only the appropriate templates for the loan. Only Consumer Connect templates are available for Encompass Consumer Connect loans; only Non-Consumer Connect templates are available for Non-Encompass Consumer Connect loans. When applying a Consumer Connect template, the email text displays the words Recipient Full Name. When the email is sent, the recipient’s name is populated in the appropriate email as it is sent to each recipient.

Use the toolbar on the Email Template Details window to format the content of an email template:

1. On the Email Templates tab, select a template from the list, and then click the Edit icon.

2. To insert an image, click the Image icon to open the Insert Image window.

3. Select Company Images or User Images.

4. Select a file, and then click Insert.

   • To add an image to the Insert Image window, click the Add icon, browse to the image, and then click Open.

   • To delete an image from the Insert Image window, select an image, and then click the Delete icon.

5. To insert a hyperlink, highlight the link text, click the Hyperlink icon, and select an option:

   • To have the link open a Consumer Connect or Loan Connect site, select the The WebCenter/Loan Center option.

   • To have the link open a website, select General web address, and then enter the URL for the website using the format http://www.websitename.com

   • To have the link open the recipient's email application, select Email address, and then enter the email address that you want to display in the email To line.

6. To insert the signature of the Encompass user sending the update, click the Add Field icon, select the Signature option, and then click Insert.

   If you paste content into the HTML editor from another text editor (for example Word or Notepad), additional paragraph tags may be copied into the HTML code from the other text editor. This could cause the signature to display below the location where you pasted it. To adjust the signature location, open the source code, as described in Step 7, and remove the duplicate <P> and </P> tags from around the signature.

7. To insert a commonly used field, click the Add a field icon, select the Commonly Used Field option, select a field from the list, and then click Insert.

8. To insert any Encompass field, click the Add a field icon, select the Other Field option:

   • Type the field ID.

   • Or click the Find icon, select a form in the left panel, right-click a field in the left panel, and then click OK.

9. To modify the HTML code for the template, or to insert your own HTML code for a template, right-click the content screen, click View Source, edit or enter the HTML code, and then click Update.

10. When finished, click Save.