Encompass 23.3 Release Notes

What's In This Release

User Interface Updates

• Improved Spacing and Screen Layout - (ENCW-85638) - Updates been made to the various input forms and tools provided in Encompass to reduce the unused white space and horizontal and vertical margin spacing, which enables users to see more of the screen without having to scroll.

Form & Tool Enhancements

• New Closing Vendor Information Input Form (ENCW-91160) - The Closing Vendor input form is now available in the web version of Encompass. This form contains vendors associated with the closing process for a specific loan. The form also provides a convenient means of viewing and maintaining a loan's closing vendor information from one location.

• New Supplemental Insurance Fields Added (ENCW-90152) - Support has been added for entering present and proposed monthly supplemental insurance amounts.

• New Accessory Dwelling Unit Section Added - (ENCW-92556) - A new Accessory Dwelling Unit (ADU) section has been added to the Application View > Property, Title & Trust form to enable users to enter ADU information on the loan. Additionally, ADU fields have been added to the Subject Property Information form in the mobile view of the web version of Encompass.

• New Preferred Contact Method Fields Added for Borrower Contacts (ENCW-81741, ENCW-91307, ENCW-91308) - Changes have been made to the contact information sections for Borrowers, Co-borrowers, and Non-Borrowing Owners which enable users to specify preferred contact methods and preferred time of day for contact.

• New Affordable Loan Eligibility Section Added to Several Forms (ENCW-83363, ENCW-92987, ENCW-91487) - A new Affordable Loan Eligibility section has been added to the Borrower Summary - Origination, Fannie Mae Additional Data, and Freddie Mac Additional Data forms. This section enables lenders to determine if potential borrowers are eligible for affordable home programs.

• New Regulation B Date Fields Added to Underwriting Summary Tool (ENCW-81752, ENCW-92982) - A new Regulation B section has been added to page two of the Underwriter Summary tool. This section enables users to document changes to the loan timeline for the following:

  • Decision Due Date

  • Application Completed Date

  • Notice of Incompleteness Issued

  • Received Requested Information

  • Loan Decision Date

  • File Closed for Incompleteness

• Property Inspection Waiver Fields Added (ENCW-81746) - Two new fields have been added to enable users to document when the Borrower acknowledges and accepts a property inspection waiver for the loan.

• New HeritageOne Option Added to Offering Identifier Field (ENCW-92985) - Added a new HeritageOne option to the Offering Identifier field (field ID CASASRN.X209) on the Freddie Mac Additional Data form.

• New First-Time Homebuyer Fields Added to ULDD/PDD Forms (ENCW-92983) - The First-Time Homebuyer field (field ID 934) has been replaced with two new fields on the ULDD/PDD forms. These fields enable users to independently track the first-time homebuyer status for both the Borrower and Co-Borrower.

• Reperforming Loan Indicator Added to ULDD/PDD Ginnie Mae Form (ENCW-92994) - A new Reperforming Loan Indicator has been added to the ULDD/PDD Ginnie Mae form which enables users to indicate that the loan meets the requirements to be considered a re-performing loan.

• New LTV and CLTV fields added to ULDD/PDD Ginnie Mae Form (ENCW-93834) - Two new Ginnie Mae specific LTV and CLTV fields have been added to to the ULDD/PDD Ginnie Mae form to enable the entry of separate LTV and CLTV valued for use with Ginnie Mae.

• Veteran Status Field Removed from Closing Disclosure Page 1 (ENCW-92626) - The Veteran Status (field ID 955) field has been removed from the Closing Disclosure Page 1 form to remain consistent with the desktop version of Encompass.

• Added  Field to GSE Additional Provider Data Form (ENCW-93258) - A new Truv (Bor, CoBor) field (field ID GSEVENDOR.X50) has been added to the GSE Additional Provider Data form.

• Additional Payoff and Payment Lines Added to Closing Disclosure Page 3 (ENCW-84913) - Additional Payoff and Payment lines have been added to the Closing Disclosure Page 3 when users are utilizing the Use Alternate option. This change enables user to add up to 10 additional entries in this section.

• Credit Score for Decision Making Limited to Three Digits on Some Forms (ENCW-85601) - The Credit Score for Decision Making field (field ID VASUMM.X23) is now limited to three digits on the following forms:

  • Construction Management - Basic Information

  • Transmittal Summary

  • Underwriting Summary Page 1

  • VA 26-0286 Loan Summary

• New Fields Added to Support DC Security Affidavit and Virginia Land Record Cover Sheet Printed Forms (ENCW-83812) - Three new fields have been added to the Property Information form to meet state compliance requirements for the District of Columbia (DC) Security Affidavit - Class 1 (DCSECAFF) and Virginia (VA) Land Record Cover Sheet (VACOVER) printed forms.

• Added and Updated Options Added to ARM Index Type Field on Adjustable Rate Mortgage Window (ENCW-91589) - Added four new option and updated three existing options to indicate that they are retired arm types.

• Added new Lender Obligated Check Box for Select Fees (ENCW-84709) - A new Lender Obligated check box has been added to some fees on the Fee Itemization form. The new check box is automatically selected when a dollar amount is entered in the Borrower fee amount field. The new check box is available on the fee details window for the following fee line items:

  • 834

  • 835

  • 1115

  • 1116

  • 1209

  • 1210

• New Changes to Milestone Details Window (ENCW-76666) - The Milestone Details window has been updated to provide users with more information and functionality. Users can now make comments on milestones, view the days to finish the milestone, change milestone dates, accept the loan file, or return the file to the sender.

• Added Country Search Button for Foreign Address in the Mobile View (ENCW-83210, ENCW-85194) - A new search button has been added to the Country field for foreign addresses in the mobile view of the web version of Encompass.

Workflow Engine & Tasks

• Milestone Completed Triggering Event Now Supports Multiple Milestones (ENCW-83983) - A change has been made to the Milestone Triggering event option which enables administrators to select more than one milestone that will trigger the workflow rule when the milestone is completed.

• Workflow Rules Now Support up to Five Resulting Actions for Each Rule (ENCW-82157) - A change has been made to the Result tab on the Edit Rule page which now enables administrators to configure multiple resulting actions for a single workflow rule.

• New Order Service Resulting Action Added (ENCW-81946) - Added a resulting action to enable administrators to configure a rule that, when triggered, will order a specific service.