Fixed Issues for Encompass  - 25.1 Major Release

When using a custom panel on the Loan Summary bar, an issue occurred where the Loan Summary bar was retaining the loan team member information from the previous loan file viewed before the current file. For example, for a loan where the file starter had not been assigned to the loan yet, the Loan Summary bar displayed the name of the file starter from the previously viewed loan (as shown in the example below). This issue has been resolved and now the Loan Summary header indicates the correct loan team member currently assigned to the loan even when custom panels are being used with the Loan Summary bar.

An issue was discovered where the Conditions page would sometimes not load a list of conditions when viewed by a user. This issue occurred when the Encompass instance had a large amount of persona access rights configured in the Encompass desktop interface. This issue has been fixed, and now the list of conditions loads as expected.

An issue was discovered where the "Cleared" checkbox on a condition incorrectly indicated that it was cleared by an Encompass user when the condition was actually cleared as a result of a workflow rule. This issue occurred when a condition status was set to Cleared by a workflow rule with the Update Enhanced Conditions Tracking Status resulting action. This issue has been fixed, and now the "Cleared" checkbox accurately indicates that the condition was cleared by "Automation" when the condition is cleared by a workflow rule with the Update Enhanced Conditions Tracking Status resulting action.

An issue was discovered where the Fee Description dropdown options were missing from the Calculate Other Housing Expenses window. When the user navigated to the Application View > Loan Information form and selected the Edit button next to the Other field in the Proposed Monthly Payment for Property section, the pop-up window only enabled users to manually enter a fee description. This issue has been fixed, and now the fee description fields enable users to select a fee description from a dropdown list.

An issue was discovered where users were unable to link a liability to a mortgage for both borrowers when the liability was only assigned to one borrower. When this issue occurred, the user received the following error:
Please review - selected liability is not associated with the current owner of the property.

After receiving this error and saving the loan, the VOM is for field would be blank. This issue has been fixed, and now users are able to link a liability for one borrower to a mortgage for both borrowers.

An issue was discovered where the Go To Field search would display field locations for forms that the user didn't have access to. This issue has been fixed, and now the Go To Field search only displays results for field locations that the user has access to.

An issue was discovered where users were unable to filter the workflow task templates list using a lowercase search term. This issue typically occurred when the search term returned results with a mixture of upper- and lower-case matches. This issue has been fixed, and now case sensitivity doesn't affect the search function.

An issue was discovered where task workspace content associated with a subtask would sometimes fail to load. This issue has been fixed, and now workspace content displays on subtasks as expected.

An issue was discovered where the advanced conditions field would sometimes be cleared when validating multiple advanced conditions fields. This issue has been fixed, and now users can validate multiple advanced conditions fields in succession without the field contents being cleared.

An issue was discovered where Workflow Tasks that included a two-pane workspace template would sometimes not load properly. This issue occurred when the content for both workspace template panes was a document. This has been fixed, and now workspaces with a two-pane content layout load properly when both panes contain a document.

An issue occurred with the field search feature and the Manner in Which Title is Held field (33). If a user entered 33 into the field search bar, the search results returned: Warning: Field ID is hidden even though the user had access to the Borrower Information - Vesting form where the field is located. This issue has been resolved and now users who have access to the Borrower Information - Vesting form receive the correct results when searching for field 33 in a loan.

An issue was discovered where searching for workflow rules by a column header only returned exact matches, resulting in partial matches not being displayed. For example, if you searched for Create Task in the Results column, you would only receive results for workflow rules where the resulting action was Create Task but would not see workflow rules where the resulting action was Create Tasks. This issue has been fixed, and now search results will include partial matches, ensuring that users can find relevant workflow rules.

An issue was discovered where the Tracking Owners option in the Encompass web interface did not always match the settings defined in the Enhanced Conditions settings in the Encompass desktop interface. This issue has been fixed, and now the View Tracking Owners option reflects the settings configuration defined in the Encompass desktop interface. For information on configuring condition types, click here.

An issue was discovered where the users were sometimes not able to select any templates from the "Select Request for Transcript of Tax Template" window. When a user removed a tax template and then added a new one in the Encompass desktop interface, the user was unable to select any templates when using the Encompass web interface. This issue has been fixed, and now users can select a Request for Transcript of Tax Template in the Encompass web interface as expected.

An issue was discovered where changes to the years requested for additional tax requests would sometimes update the first tax request. When an initial tax request was for exactly one year of tax transcripts and subsequent record(s) had a request for exactly three years of tax transcripts, any changes to the years requested on the subsequent record would update the initial request instead. This issue has been fixed, and changes to individual tax transcript requests are updated individually.

An issue was discovered where users were unable to delete a requested year from the Request for Transcript of Tax. When a user removed the dates from the Year or period requested field, the value was retained. This issue has been fixed, and now users can delete a requested year from the Request for Transcript of Tax form.

An issue was discovered where disclosures processed by a workflow rule with the Send Disclosures resulting action would populate the Received By field with the user name surrounded by additional automation text. For example: <Automation> User Name (<automation>). This issue has been fixed, and now only the user name displays in this field.

An issue was discovered where users were able to enter comments longer than 80 characters in the Underwriter Comments section of the Transmittal Summary. This issue has been fixed, and now the Underwriter Comment fields are restricted to 80 characters to match the Encompass desktop interface.

(Added on 3/19/2025)

In instances where two or more disclosure packages are being redisclosed due to a changed circumstance or other trigger, an issue occurred where all of the disclosure packages that should have been redisclosed were not being sent. This issue has been addressed and now all the intended disclosure packages are included in the redisclosure.

An issue occurred where not all validation messages were displayed, when applicable, on the Search page in the Encompass web interface. This issue has been resolved and validation messages are now displayed when appropriate.