Encompass TPO Connect 25.4 Major Release

Encompass TPO Connect 25.4 Major Release
(Version 25.4)

These are the release notes for the Encompass TPO Connect 25.4 Major Release. They include a high-level overview of new features, feature and form enhancements, and fixed issues, followed by more detailed information and instructions where appropriate.

Refer to the online help and the Guides & Documents page for additional information and related documents.

What's In This Release (TPO Connect Administration)

Update

• Update to Address Issue with the Encompass Password Policy (EDC-1164) - [Update: This previously announced update has been postponed and will be available in a future release.] The Force user to change password option and the password expiration policy in Encompass is not being honored in certain applications, including Encompass TPO Connect, and users are permitted to log in with their expired Encompass password. In addition, the password expired policy was also not being enforced for external TPO users logging into their assigned TPO Connect websites. When the Encompass TPO Connect release that includes the fix for this issue is eventually released, it may result in many users being blocked from logging into their application until they change their password as soon as their company upgrades to the version that includes this fix in Production environments. To help reduce the number of users who will be required to change their password when this fix is released, administrators can notify intended users now to proactively change their password.

Left Navigation Settings Updates

• Redirecting Logged Out Users (NGENT-45064) - In Company Level Settings > Log Out Redirect, you can redirect internal (Encompass) users or an external (TPO Connect) users that are logging out to a specific destination URL.

• Improved Pipeline View Configuration (NGENT-43661, NGENT-43893) - TPO Connect automatically populates the Pipeline View Details based on the user's Encompass Pipeline View settings. In addition, the My Loans setting has been moved from Additional Settings > My Loans to Pipeline View > My Loans & All Loans, allowing you to manage Encompass Pipeline View settings in one location.

  If you select Bucket View, the landing page will always be set to All Loans.

  In Pipeline View and Batch Upload, you can now select My Loans & All Loans, allowing users to toggle between the two options. To select My Loans & All Loans in Pipeline View, you must first select Use Encompass Pipeline View.

• Import Additional Data Includes Delegated Channels (NGENT-44489) - In Registration & Import Additional Data Settings > Import Additional Data Options, the section name has changed to Import Additional URLA Data Options and the Delegated channel has been added, along with the existing Wholesale and Non-Delegated channels. For all three channels, you can configure both Non-Collections Fields (Loan Amount, Interest Rate, etc.) and Collection Fields (Residences, Liabilities, etc.).

Updates to Status Tracker and Guided Workflow Settings

• Export and Import Status Tracker Configurations (NGENT-44265) - In Status Tracker > [Select Channel], you can select More () and Export Configuration to export the currently selected Status Tracker configuration as a JSON file, or you can select More () and Import Configuration to import an existing Status Tracker configuration JSON file that was previously exported.

• Export and Import Guided Workflow Configurations (NGENT-44269) - In Guided Workflow > [Select Channel], you can select More () and Export Configuration to export the currently selected Guided Workflow configuration as a JSON file, or you can select More () and Import Configuration to import an existing Guided Workflow configuration JSON file that was previously exported.

• Customize Layout for Guided Workflow Additional Fields Page (NGENT-43968) - In Guided Workflow > [Select Channel], you can update the JSON code to design the Additional Fields page, adding titles, descriptive text, section breaks, as well as controlling the number of fields and blank columns in a row (from 1 - 3 fields). This improves the section's readability and the user experience.

URLA Configurations

• Export and Import URLA Configurations (NGENT-44273) - In URLA 2020 > Loan App Settings, you can select More () and Export Configuration to export the currently selected URLA 2020 configuration as a JSON file, or you can select More () and Import Configuration to import an existing URLA 2020 configuration JSON file that was previously exported.

Fixed Issues

• Save Button Now Enabled After Updating Custom URLA Template Description Fields (NGENT-42240) - Fixed an issue with the Save button, which would disable after you updated a description field on a custom URLA template (for example, URLA.X299, URLA.X300, URLA.X153, or URLA.X159 in section L5 of the Lender Information Form). This would prevent you from saving template changes.

• Guided Workflow Managing Required Fields and Documents Correctly (NGENT-43944) - Fixed issues with the Required Fields and Documents in Guided Workflows, including the following:

  • If fields and documents are not set to required, they are no longer displayed.

  • If Borrower Dependents field (BorrDependent) is set to 0, the field is no longer displayed.

  • When there are no required fields, the task should be automatically skipped and the user directed to the next open task.

  • If required fields and documents are completed, the task list automatically reloads.

What's In This Release (TPO Connect Website Updates)

Loan Ribbon

• Activities and Workflow Available in Left Navigation Menu and Loan Ribbon (NGENT-43939, NGENT-46805) - You can now access Activities and Workflow in both the left navigation menu and the loan ribbon.

URLA Fields

• Populate Custom Fields Based on Selected Company (NGENT-42608) - When creating a loan under a company configured in Encompass with custom fields, TPO Connect automatically populates the custom fields. The loan can be created manually or via a Developer Connect API.

  In Server Settings Manager, if TPO Originator is set to Update_TPO_Originator_With_Assigned_LoanOfficer, the custom fields will be updated on initial and existing loans when the TPO loan officer is changed.

• Hide Field ID 1824 When Field ID 17 Hidden (NGENT-45054) - In URLA > Lender Loan Information > L1. Property and Loan Information > Subject Property, when you have hidden Legal Description (field ID 17), TPO Connect will automatically hide the dependent field (field ID 1824).

Logging In

• Simplified and Improved Login (NGENT-43923) - The Login username prompt now includes the notification about redirecting to a new window. The additional redirection prompt has been removed to simplify the process.

• Password Expiration for External Users (NGENT-44571) - [Update: This previously announced update has been postponed and will be available in a future release.]When an external user's password expires, the user will be prompted with the message, "Your temporary or expired password needs to be changed." The user will be able to change the password directly in TPO Connect using an emailed link.

Uploading Documents

• Upload Documents Over 50 MB in Guided Workflow (NGENT-44465) - Users are able to upload very large documents (50 - 200 MB) in a Guided Workflow. Previously, attempts to upload large documents could time out and fail.

LPA Underwriting

• Branch Code Always Displayed in LPA Underwriting Details (NGENT-33198) - LPA Underwriting Details will always display Branch Code (previously labeled as Branch ID) as an editable field but the field would only populate with data returned from the credit order.

Fixed Issues

• Enforcement of Encompass Password Policy (NGENT-15618) - Fixed an issue with password policy rules not being enforced for users logging into the Encompass TPO Connect website.

• Refinance Loans Now Hiding Purchase Price (NGENT-44533) - Fixed an issue when the Loan Purpose was Cash-Out Refinance or No Cash-Out Refinance and the quick registration incorrectly displayed the purchase price.

• Corrected Shared Lock Message for Same Loan Opened in Different Session (NGENT-45614) - Fixed the displayed error message when the Shared Lock was set to Yes and the user attempts to open a loan that is already open in another session.

• Defaulting to 2020 Loans with Optimal Blue (OB) or EPPS Scenarios (NGENT-35681, NGENT-44732) - Fixed an issue with loans created through OB or EPPS scenarios incorrectly using the 2009 application and prompting for 2009 or 2020, instead of defaulting to the 2020 application.

• Password Reset for External Users (NGENT-44883) - Fixed an issue with external users unable to reset their passwords using the Forgot Password function, which would fail to send a reset email to the user in certain circumstances.

• Required Field ID 1524 Incorrectly Identified as "Not Available on Form" (NGENT-46310) - Fixed an issue when Borr Race American Indian (field ID 1524) was set to Required, which notified the borrower that the field was not available on the form.

Next Section: Encompass TPO Connect Administration Updates