Dynamic Data Management: Fee Rules
Dynamic Data Management User Guide
Top Use Cases for Dynamic Data Management
Encompass 18.4 Dynamic Data Management Demo
This feature is not available in Encompass Broker Edition.
This setting was introduced in Encompass 18.4 (See the Release Notes).
Use Fee Rules to create and manage fee data population to the 2015 Itemization input form.
You can create fee rules for itemization lines under Section 800, 900, 1000, 1100, 1200 and 1300 to populate the fields that are not auto-calculated by Encompass. Within each fee rule you can create multiple fee scenario conditions that are unique and define how fee data should be populated when a loan file satisfies a unique fee scenario condition.
Creating a fee rule includes identifying the fee line and associating it with unique fee scenarios. You may create unique fee scenarios with conditions that a loan file must satisfy and accordingly define Value Types for how data needs to be populated for the user-entry fields in 2015 Itemization.
For more information, see the Dynamic Data Management User Guide.