Feature Enhancements in Encompass Investor Connect 19.4 December Service Pack

The Investor Loan Number and the Stacking Template selected for a loan package are now available as columns in the Loan Delivery Status window. You can sort the columns alphabetically and use the search fields at the top of the column to filter the content in each column.

• Entries in the Investor Loan Number column are blank if the investor has not provided the lender with an investor loan number.

• Entries in the Stacking Template column display only when a loan package includes both data and documents with a stacking template selected. Otherwise the column is blank.

With the addition of these two new columns, the following 11 columns are now available on the Loan Delivery Status window.

• Memo

• Loan Number

• Investor Loan Number

• Submitted To

• Submission Type

• Submission Date

• Status

• Status Date

• Created By

• Transaction ID

• Stacking Template

All the columns display by default when the Loan Delivery Status window is opened, except for the Transaction ID and Stacking Template columns, which can be added by clicking the Display Column icon (three vertical dots) on the upper-right and then selecting the appropriate checkbox to add a column.

When Encompass users access the list of Encompass Investor Connect investors available on the Encompass Pipeline, the list now displays in alphabetical order. Encompass users access the list by selecting one or more loans on the Pipeline, right-clicking the selected loans, and then pointing to Investor Services on the Pipeline menu .