Feature Enhancements in Encompass Investor Connect 19.3 September Service Pack

All columns in the Loan Delivery Status pop-up window can now be sorted in ascending or descending alphanumeric order by clicking the header at the top of a column. This makes it easier for partners to view transactions based on the information that displays in each column.

To make it easier for partners to identify documents in loan packages, the template name for each document is now included in manifest files (both XML and JSON formats) for loan submission packages. A template names is a unique ID in a consistent format associated with each form. This enables partners to use the docTypeName, TemplateName, or both to identify documents. An example is shown below, with the template name in bold font:

Template names are included for all barcoded documents generated by the Encompass Docs Solution engine. Documents that do not have barcodes have an empty string for the template name in the manifest.