Release Notes
20.2 January Service Pack Release
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Encompass Investor Connect 20.2 January Service Pack Release Notes
4
New Features in Encompass Investor Connect 20.2 January Service Pack
5
Auto Import Workflow 5
Viewer for Previously Sent Loan Packages 12
Support for Enhanced Conditions 17
Dual Delivery Workflow 34
Feature Enhancements in Encompass Investor Connect 20.2 January Service
Pack
36
Investor Connect Settings 36
Missing Loan Package Documents Now Identified 44
Import Windows 45
Resubmission Process for Loan Packages 47
Pop-up Messages When Importing Investor Delivery Conditions 48
Updates to the Loan Delivery Status Window 49
Error Messages on Loan Delivery Status Window for Not Submitted Packages 49
Release Notes Change Log for Encompass Investor Connect 20.2 January
Encompass Investor Connect 20.2 January Service
Pack Release Notes
This is a pre-release version of the Release Notes. The content is subject to change until the official product release.
The Encompass Investor Connect 20.2 January Service Pack Release Notes describe new and enhanced features and fixed issues in this release, including the major new and enhanced features listed below. Refer to the online help and the Guides & Documents page for additional information and related documents.
n AutoImportofEnhancedConditions,FundingDetails,andShippingDetails
n LoanPackageViewer
n SupportforEnhancedConditions n UpdatestotheInvestorConnectSettings
n MissingRequiredDocumentsDisplayWhenSendingPackages n DualDeliveryWorkflow
New Features in Encompass Investor Connect 20.2
January Service Pack
Auto Import Workflow
When the Auto Import functionality is enabled in the Investor Connect Settings for the responses that are returned from partners (investor delivery conditions, shipping details, or funding details), these responses are automatically imported into Encompass. This enables lenders to automatically import the responses sent by partners into Encompass without manual Intervention, resulting in a more streamlined workflow that does not require manual intervention.
When a response is returned, Encompass displays a green message on the Encompass Pipeline and in the Alerts & Message tab within a loan. If a response is not imported successfully, this is known as an auto import exception. Exceptions typically occur when a loan is locked, for example when the responses arrives while a user is working in the loan or has left their desk without closing the loan file.
Three workflow scenarios can occur with an auto import.
n Scenario 1: All responses are imported successfully, and no manual intervention is required.
n Scenario 2 and 3: One or more exceptions occurred, and you must import these responses manually: n In scenario 2, you clear exceptions by opening individual loans, and manually importing the
responses. This option is optimal when you have a small number of loans and you want to review the exceptions for each loan.
n In scenario 3, all exceptions are viewed and cleared at once via the loan delivery status window. This option is recommended when you have many loans and you want to import all the exceptions quickly and with minimal effort.
Scenario 1: All Responses Are Imported Successfully
In this scenario, all responses are imported successfully, and no additional manual efforts are required, but you can review the imported items to view the responses that were returned.
To Review Auto Imported Conditions from the Pipeline
1. When Auto Import is enabled, and a response is auto imported, a different message displays for each response type.
For example, if both conditions and funding details have been auto imported, separate messages display for Funding Details Auto Imported and Conditions Details Auto Imported.
2. Click the green Message icon on the Alerts & Messages tab in the loan to open the appropriate import window (for investor delivery conditions, funding details, or shipping details).
In this example, the Import Investor Delivery Conditions window is shown. Because all the conditions were auto imported, the check boxes and the Import button are disabled.
In this example, the Import Funding Detail window is shown. Because the funding details were auto imported, the radio button and the Import button are disabled.
3. After reviewing the responses, close the window. The green message disappears when the window closes.
Scenario 2: Exceptions Are Manually Imported from Within a Loan
In this scenario, not all responses are imported successfully, and you will import the responses by opening a loan and clicking the Message icon in the Alerts & Messages tab. When the Auto Import feature is enabled, and a response does not successfully auto import, one of more of the following message display:
n Error importing Funding details n Error importing Shipping details n Error importing Condition details
To import Responses
1. Click the green Message icon on the Alerts & Messages tab in the loan to open the appropriate Import window (for investor delivery conditions, funding details, or shipping details).
2. On the Import Investor Delivery Conditions window, imported conditions are indicated in the Tracking Column, the check boxes are selected by default for the responses with exceptions, and the Import button is enabled.
3. On the Import Funding Details window and Import Shipping Details window, the radio button is selected by default for the response with exceptions, and the Import button is enabled.
4. Click the Import button to import the responses.
5. The window closes, and the green message disappears.
Scenario 3: Some Responses Are Not Auto Imported Successfully and You Import the Responses Manually from the Loan Delivery Status Window
In this scenario, some responses are not auto imported successfully, but instead of importing responses on a loan-by-loan basis, you can click the Loan Delivery Status button on the Encompass Pipeline to open the
Click the Auto Import Exception button to open the Auto Import Exceptions window.
On the Auto Import Exceptions window, the Conditions, Funding Details, and Shipping Details tabs display across the top, based on a user’s persona permissions for these features. When a user has access to a tab, the tab displays even when no conditions are listed on a tab.
The total number of exceptions across all the tabs displays in parentheses in the Auto Import Exception heading at the top of the window. Each tab lists the loans in the appropriate category (Conditions, Funding Details, or Shipping Details) with auto import exceptions. Each tab has a layout in table format with a row for each loan with an exception. The rows on each tab contains columns for:
n Loan Number n Borrower Name
n Subject Property Address for the loan n Source that sent the conditions
n Received On date for the condition n Number of Conditions.
n Wire Amount (Funding Details tab only) n Shipping Carrier (Shipping Details tab only)
On the Funding Details and Shipping Details tab, when a loan has responses from more than one category, the investor’s name displays along with a +1 to indicate that another category is present. Hover over the +1 to display pop-up text with the name of the second category.
You can manually import all the exceptions on each tab directly from the Auto Import Exceptions window by clicking the check at the top of the left column to select all the exceptions on the tab. Or select specific loans to manually import. When one or more check boxes are selected, the Import button is enabled, and you can click the button to import the selected responses.
To view additional information about each entry, click the Arrow icon in the Details column on the far right. The appropriate import window for investor delivery conditions, funding details, or shipping details will open. You can also import exceptions from these windows.
In this example, the window for reviewing and manually importing investor delivery conditions is shown. The most recent investor delivery condition exceptions display at the top of the window. The Import button is enabled by default and check boxes are selected for the exceptions. Additional responses that have been auto imported may also display on the window below the most recently imported responses.
On the review and import windows for funding details and shipping details, the radio buttons on the far right are selected for the exception. Click the Import button to manually import and clear the exception.
When all responses are cleared, you will be taken back to the Auto Import Exception page and the following message displays, stating that no conditions are available for import.
In the rare event that an additional issue prevents the import of the conditions, the following error message displays at the top of the window. You can try to manually import the exceptions later.
Access to the Auto Import Exception Window
The Auto Imports Exceptions button is active for users who have at least one of the following options selected in the Personas setting:
n Forms and Tools tab: Funding Details Worksheet and Import Funding Details check boxes. n Forms and Tools tab: Shipping Details check box.
n Enhanced Conditions tab: Import All Conditions and Review and Import check boxes.
When the Auto Import feature is enabled for Enhanced Conditions, Funding Details, or Shipping Details, the Auto Import Exceptions button displays on the Loan Delivery Status window, even when there are no exceptions. When the Auto import feature is disabled for all three response types, the button is not visible on the Loan Delivery Status window.
DND-9932, DND-9933, DND-9930, DND-10226, DND-10760, DND-10407, DND-10408
Viewer for Previously Sent Loan Packages
Lenders can now view the contents of the ZIP file for a loan package that was sent to a partner. This option is available on the Loan Delivery Status window for packages with a status of Delivered. Lenders can use the viewer to view a list of the files included in loan packages sent over the previous 90 days and to view the PDF files in the package. Lenders are not able to view the content of JSON or data files and are not able to edit the content of files in the package.
To View the Contents of a Package
1. On the Encompass Pipeline, click the Loan Delivery Status button.
2. On the Loan Delivery Status window, a Folder icon displays in the far-right column for packages with a status of Delivered or In Review.
4. Click the icon to open the viewer. Additional information window opens on a new View Files tab that has been added to the window.
NOTE: You can also open the viewer by clicking a Delivered link on the Loan Delivery Status window. The Additional Information window opens on the Summary tab, and you can then click the View Files tab to access the viewer.
5. The lender loan # for the package displays at the top of the window, and a list of files displays in the left navigation panel.
6. The icons in the left column indicate whether the file is a PDF or a non-viewable file type.
8. Navigate through the pages by clicking a page on the Thumbnail panel, which can be hidden or viewed by clicking the Thumbnail icon.
n Or type or select a page number in the page field above the document.
n Or use the scroll bar on the right edge of the viewer.
9. Adjust the size of the document by selecting a percentage value from the drop-down list or by clicking the Plus or Minus icons.
The viewer can be used to view only PDF files or files that have been converted into PDF format when imported into Encompass, for example image files. The viewer does not display JSON or XML files. When you select a format that is not supported by the viewer, a File format is not supported for viewing message displays.
Support for Enhanced Conditions
Encompass Investor Connect now supports Enhanced Conditions, which were introduced in November 2020 with the initial Encompass 20.2 major release. Enhanced Conditions enable lenders to define their own conditions and configure the workflow for handling these conditions. The following sections describe new settings and features for Enhanced Conditions that are specific to Encompass Investor Connect.
Before you can use Enhanced conditions, Ellie Mae must enable the Enhance Conditions feature in your company’s environment and your partner must enabled the workflow for sending and receiving conditions. Enhanced Conditions are used for all loan files created after Enhanced Conditions are enabled. Loans created prior to enabling Enhanced Conditions will continue using standard conditions.
New eFolder Interface
After Enhanced Conditions are enabled, a different user interface displays in the eFolder. A single Conditions tab replaces the three tabs previously used for standard conditions (Preliminary, Underwriting, and Post-Closing). All Enhanced Conditions will display on the new Conditions tab.
A Deliver Condition Responses button and a Condition Delivery Status button have been added to the Conditions tab to support Enhanced Conditions for Encompass Investor Connect:
These buttons enable users to access the Deliver Condition Responses window and the Conditions Delivery Status window from the conditions tab when working with enhanced conditions.
Additionally, Investor Delivery displays as a filter option for the Condition Type when Enhance Conditions and Encompass Investor Connect are enabled for a lender.
Updates to the Settings
If your company has enabled Enhanced Conditions, a new Investor Delivery condition type is now used for conditions associated with packages sent to partners via Encompass Investor Connect. Options have been added to the eFolder Setup setting and the Personas setting to enable administrators to configure Investor Delivery condition types and to configure persona access to the features used with Investor Delivery condition types. Additionally, a new workflow has been implemented for creating and importing Investor Delivery condition types.
TheinformationinthissectiondescribessettingsandworkflowsforEnhanced conditionsthatarespecifictoEncompassInvestorConnect.Formore
comprehensiveandgeneralinformationaboutconfiguringandusingEnhanced ConditionsinEncompass,refertotheWorkingwithEnhancedConditionssetup anduserguide.
Personas Setting for Investor Delivery Enhanced Condition
A new Enhanced Conditions tab has been added to the Personas setting to configure a persona’s ability to work with Investor Delivery Enhanced Conditions.
Configure the Personas Setting Options for Investor Delivery Enhanced Conditions 1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click Company/User Setup, and then click Personas.
4. In the Define access panel on the right, click the Enhanced Conditions tab.
5. In the Condition Types panel on the left, click the Condition Type, and then select the Investor Deliverycheck boxes in the right panel to configure a user’s ability to access, add, edit, and delete conditions and to add comments and assign documents to conditions.
6. When finished, click the Save icon.
The options described above for the Personas setting are also available when an administrator double-clicks a user in the Organization/User setting (Encompass > Settings > Company/User Setup >
eFolder Setup Setting for Investor Delivery Enhanced Conditions
Administrator can configure the Investor Delivery condition type in the Enhanced Conditions setting. Configure the Investor Delivery Condition Type
1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click eFolder Setup, and then click Enhanced Conditions. 3. Click the Condition Types button.
4. The Investor Delivery condition type is prepopulated in the setting by default with a status of Active.
NOTE: The Enhanced Delivery condition type displays only if your company is enabled for both Encompass Investor Connect and Enhanced Conditions.
5. Administrators can select Investor Delivery from the list and then click the Edit icon to edit the setting options for the delivery type.
n The Add and Delete icons are disabled in the Tracking Options Status section, but administrators can clear or select the five check boxes that are not disable by default.
n All other sections are editable:
n It is recommended that administrators not update the Category Options or Prior To Options. If values are removed from these sections, lenders will not be able to view s from these sections will not be able to view the values returned by partners.
n Preconfigured values have been entered in the Source Options and Recipient Options sections and should not be updated unless you are advised to do so by Ellie Mae or by your partners. New partners may be added to the options lists as they are added to Encompass Investor Connect.
n Administrators can edit the selections in the Tracking Owners section. Pre-Configured Investor Delivery Conditon Type Values
The following pre-configured values are available on the Edit a Condition Type window for an Investor Delivery condition type.
Category: n Asset n Credit n Income
n Legal n Property
n Misc
Prior To Options: n Funding n Approval n Closing n Purchase n Docs Source: n AmeriHome n Caliber n Chase
n Colorado Housing & Finance Authority (CHFA) n Flagstar
n Franklin American n Home Point Financial n MAXEX
n Mr. Cooper
n NewRez Correspondent n The Money Source n Wells Fargo Funding n Texas Capital Bank
The Source section contains a list of partners who are currently enabled for your instance of Encompass Investor Connect. When an Investor Delivery
Recipient:
n AmeriHome n Caliber n Chase
n Colorado Housing & Finance Authority (CHFA) n Flagstar
n Franklin American n Home Point Financial n MAXEX
n Mr. Cooper
n NewRez Correspondent n The Money Source n Wells Fargo Funding n Texas Capital Bank
The Recipient section contains a list of partners who are currently enabled for your instance of Encompass Investor Connect. When an Investor Delivery condition type is imported into Encompass, the Recipient is populated with the name of the partner who sent the response. When a user adds an Investor Delivery condition type from the eFolder using the Blank option, the Recipient selection is blank.
Tracking Options Status: n Added n Fulfilled n Requested n Re-requested n Received n Reviewed n Rejected n Cleared n Waived
Limitations on Creating Enhanced Conditions for Investor Delivery
By default, Encompass supports only one Investor Delivery condition type that is used for all conditions associated with packages sent via Encompass Investor Connect. If an administrator tries to create a new condition type named “Investor Delivery”, an error message states that another name must be used because “Investor Delivery” is already reserved for an existing conditions type.
Additionally,customEnhancedConditionsarenotsupportedfortheInvestorDeliverytype.Conditions receivedviaEncompassInvestorconnectareintheInvestorDeliveryconditiontypeonly.Condition templatesarenotsupportedforInvestorDeliveryconditionstype.Fordetailedinformationabout conditiontemplate,refertotheWorkingwithEnhancedConditionssetupanduserguide. AddingInvestorDeliveryConditionstotheeFolder
EncompassuserswhohavetheappropriatePersonapermissionscanmanuallyaddInvestorDelivery conditionstotheeFolderbycreatingnewblankconditionsfromscratchorbyimportingconditionsthatwere sentfrompartners.
To Create a New Blank Condition
1. On the Conditions tab in the eFolder, click the Add icon.
3. On the Add Blank Condition pop-up window, select the borrower pair the condition applies to, select the Investor Delivery options for the Condition Type, type a name for the condition, and then click Add.
4. When the Condition Details window opens, enter or edit the details for the condition. Refer to the Conditions Details Window section below for additional details.
Importing Investor Delivery Conditions into the eFolder
When the Auto Import setting is not enabled, users who have the appropriate Personas setting permissions can import Investor Delivery conditions to a loan from the Conditions tab in the eFolder. Administrators grant permission by selecting the Import All conditions and the Review and Import Conditions check boxes on the Enhanced Conditions tab in the Personas setting.
To Import Conditions:
1. On the Conditions tab in the eFolder, click the Add icon.
2. On the Add Condition pop-up window, select the Investor Delivery Conditions option in the Imported From section, and then select Import All or Review and Import.
n Import All – All unimported conditions are imported into the loan without having to manual review and import the conditions. A spinner displays and disappears as soon as all the conditions are imported.
n Review and Import – The Import Investor Delivery Conditions window opens. The user can review the conditions, select the check boxes for conditions to be imported, and then click the Import button to import the conditions.
To successfully import all types of conditions, users must have the Import All and Review and Import check boxes selected for investor Delivery condition types in the Personas settings (Encompass > Settings > Company/User Setup > Personas). Options on the import window will be disabled for users who do not have the appropriate permissions.
Condition Details Window for Investor Delivery Conditions
Details for the conditions are recorded in the left panel.
The following characteristics apply to fields in the Details panel for Investor Delivery condition types that are imported from partners:
n Condition Type – Always populated with Investor Delivery. Read-only. n Source – Name of partner who sent the condition. Read-only.
n Recipient Details – Name of partner who sent the condition. Read-only. n Prior To – Sent by partner or blank. Editable.
n Category – Sent by partner or blank. Editable. n Effective Start Date – Read-only.
n Effective End Date – Read-only. n External ID – Read-only.
File attachments and the file viewer are in the right panel.
DND-10236, DND-8604, DND-7619, NICE-30407, NICE-30239, DND-10175
Dual Delivery Workflow
Lenders can now use a new dual delivery workflow to send loan packages to two different partners with a single submission. Partners enable the dual delivery workflow by configuring specific Submission Types. When a lender submits a loan package using a dual delivery Submission Type, the loan package is sent to the partner and a secondary loan package is sent to another Encompass Investor Connect partner. For example, an investor may also want to send certain types of loan packages to a due diligence service provider for review. Based on the partner’s configuration, Encompass Investor Connect identifies requests that need dual delivery, sends the primary package, and then sends another package to the appropriate additional partner. When a lender selects a Submission Type on the Deliver to window that is configured for dual delivery, the packages are sent to the primary partner and to the additional partner who has been configured to receive the package.
From the lender’s perspective, the submission process for the dual delivery workflow is identical to a standard delivery workflow. But after the submission process is complete, entries are created in the Loan Delivery Status window for each of the packages. Lenders can open the Loan Delivery Status window to view the packages and their recipients.
In the Loan Delivery Status window, the delivery transaction for each recipient of the loan package display as a unique row for each of the loan delivery packages sent. The Submitted To column for each entry lists the partner who received the packaged. Place your mouse pointer over the Information icon next to a partner’s name to view all the package recipients. The pop-up window also indicates whether each partner is the primary or secondary recipient.
A secondary loan package will fail, and the following error message will display, when one of the following scenarios occur: a secondary partner is not found or is invalid; a secondary partner submission type is not found or is invalid; a secondary partner requires documents, but the primary partner is data-only; or a secondary partner is not configured in the Encompass Service Password Manager:
n Additional recipients of the loan are not configured correctly. Please reach out to <primary partner
name> for details.
The following error message displays when any other system issue occurs before the secondary partner delivery requests are created:
n Delivery failed due to system errors. Please try again or contact Ellie Mae support for further details. DND-8475, DND-9437, DND-9913
Feature Enhancements in Encompass Investor
Connect 20.2 January Service Pack
Investor Connect Settings
The landing page that displays for the Investor Connect Settings (Encompass > Settings > External Company Setup > Investor Connect Settings) has been redesigned to provide easy access to all Investor Connect Settings options. Previously the various configuration options for Investor Connect were accessed via a series of tabs across the top of the landing page. The tabs have been replaced with four entries with explanatory onscreen text and buttons for each of the feature that can be configured in this setting
From this landing page, the admin can click toggle buttons to enable or disable each of the following four features. The toggle buttons are set by default to Off for all four features.
n Auto Import – This is a new setting. See details below. n Batch Delivery
n Conditions Delivery n Email Notification
Administrators can click the Gear icons for Auto Import and Conditions Delivery to configure additional options for these features. For additional information, see the detailed descriptions below.
Configuring Auto Imports
A new option has been added to enable lenders to automatically import investor delivery conditions (Enhanced Conditions only), funding details, and/or shipping details sent by partners. After your administrator has
configured the proper settings in Encompass and has enabled the Auto Import settings for Shipping Details, Funding Details, or Enhanced Conditions, these items are automatically imported into the proper location in Encompass without manual Intervention, resulting in a more streamlined workflow that does not require manual intervention.
The Auto Import feature for conditions only applies to Enhanced Conditions, which were introduced with the Encompass 20.2 Major Release in November 2020. Ellie Mae needs to enable this feature for your company. Enhanced Conditions are used only in loans created after the feature is enabled. The standard conditions that were available prior to the Encompass 20.2 Major Release are used for loans created prior to enabling this feature. Standard conditions cannot be imported using the Auto Import feature and must be imported manually.
Exception handling is in place to manage any import errors manually to ensure that these items are imported properly. For detailed information about exception handling and other workflow issues, refer to the Auto Import Workflow section in these release notes.
To Configure Auto Imports:
1. On the menu bar, click Encompass, and then click Settings.
2. On the left panel, click External Company Setup, and then click Investor Connect Settings.
4. Click the toggle buttons to enable or disable the Auto Import feature for Enhanced Conditions, Funding Details, and/or Shipping Details.
5. Click Save to save your changes or Cancel to discard the changes and return to the landing page.
When importing conditions, the Auto Import feature can be used with Enhanced Conditions only. The lender must enable Enhanced Conditions and the partner must enable the delivery conditions workflow that allows them to send conditions to lenders. Standard conditions cannot be imported via the Auto Import workflow and must be imported using the existing condition import workflow.
DND-9735, DND-8423
Conditions Delivery Settings Options
The Conditions Delivery screen contains all the configuration options previously available on the Condition Delivery tab in the Investor Connect Settings. Updates have been made to the onscreen text to provide a more intuitive user experience when configuring the options on this page. To access the Conditions Delivery
screen, click the Gear icon for the Conditions Delivery feature.
On the Conditions Delivery screen, the Manage Statuses for Delivering Investor Connect Conditions section replaces the Ready for Delivery Statuses section available in previous versions of Encompass. The functionality of the check boxes remains unchanged.
The user interface of the Condition Status Mapping section has been updated so that the two condition status columns on the right are contained within a scrolling field instead of displaying at full length on the screen. The functionality of the Condition Status Mapping section remains unchanged, aside from a change in the
workflow for adding partners described below.
Adding Partners
Updates have been made to the workflow for adding partners to the Conditions Status Mapping options in the Investor Connect Settings to ensure that administrators do not add partners who are not yet configured for status mapping. Additionally, new onscreen text has been added to explain the options that are available for the drop-down lists under different scenarios. The updates affect the options that display in the Category and Partner drop-down lists in the Add Partner window.
To Access the Add Partner Window:
3. The Add Partner window opens. By default, no selections are made in the drop-down lists, and the Add button is disabled.
n Users can now select any Encompass Investor Connect category from the drop-down list., regardless of whether the lender has partners available in that category.
n When a selected category has no partners available, the following message displays when the user click the Partner drop-down list.
n When a lender has already added all the partners available in that category, the following message displays when the user click the Partner drop-down list.
n When there are still partners available who have Status Mapping available, the partners display on the list along with the message shown below.
DND-7008, DND-9792
Missing Loan Package Documents Now Identified
When lenders send a loan package, an error message now displays when documents are missing from the package. A Required document(s) are missing error message now displays when documents that are required by a stacking template are missing from a loan package. The error message displays two drop-down toggles that you can click to access additional information:
n Description – This section provides a list of possible solutions for ensuring that the document is included in the package.
n List of missing documents - This section displays a list of the missing documents, enabling users to easily identify the documents and act to ensure they are included in the package.
DND-9511, DND-9512, DND-10071
Import Windows
The following updates have been made to the windows used to review and import conditions, funding details, and shipping details.
Updates to the Window for Importing Conditions
The following changes have been made to the window used to import investor delivery conditions from partners.
n A row was added at the top of the window to display the Borrower Name, Loan Number, and Subject Property Address.
Updates to the Window for Importing Funding Details
The following changes have been made to the window used to funding details from partners.
n A row was added at the top of the window to display the Borrower Name, Loan Number, and Subject Property Address.
n The Received on column was added.
Updates to the Window for Importing Shipping Details
The following changes have been made to the window used to shipping details from partners:
n A row was added at the top of the window to display the Borrower Name, Loan Number, and Subject Property Address.
DND-10226, DND-10175
Resubmission Process for Loan Packages
Updates have been made to the process for resubmitting loan packages to partner. The check boxes previously available for resubmitting packages from the Loan Delivery Status window have been removed. The resubmission workflow now utilizes a new Retry Submission button that has been added to the Loan Delivery Status window.
The check boxes on the Loan Delivery Status window that were previously used to select loans to resubmit to partners have been removed from the Loan Delivery Status window. These check boxes previously displayed in a column on the far left. Additionally, the Send and Cancel buttons that previously displayed after selecting one or more of these check boxes are no longer available on the window.
A new Retry Submission button has been added to the Loan Delivery Status window.
When you click the button, the Retry Submission window opens and displays up to 50 packages with a status of Not Submitted or Submitted. For packages with a status of Not Submitted, click the link in the Status
The window displays the same columns as the Loan Delivery Status window. Users can customize the columns. Entries can be sorted by clicking the column headers. Click the Refresh Icon to update the information on the window. The window also displays check boxes in a column on the far left to indicate packages to be submitted. As you select packages, the window header displays the number of Rows selected. When one or more packages have been selected, the Cancel and Resubmit buttons at the bottom of the window are enabled. Click the Resubmit button to send the package or click the Cancel button to cancel the submission. After clicking one of the buttons, you will be returned to the Loan Delivery Status window.
DND-9427, DND-9428, DND-9429, DND-9450
Pop-up Messages When Importing Investor Delivery Conditions
The following messages display when a user imports Investor Delivery Conditions from a green Message or by clicking the Add icon on Conditions tab in the eFolder.
n If there are no conditions to be imported:
No Investor delivery conditions are available for importing.
n If there was an error while importing the conditions:
Import failed due to system errors. Please try again after some time.
n If an import was successful:
Condition(s) imported successfully.
When you close the pop-up window, if a condition has been imported successfully the eFolder Conditions tab displays and the green message is cleared.
Updates to the Loan Delivery Status Window
The following updates were made to the Loan Delivery Status window: n A Refresh icon was added to the top-right corner of the window.
n The number of transactions now displays at the top of the window.
DND-9427, DND-7874
Error Messages on Loan Delivery Status Window for Not Submitted Packages
Updates have been made to the error messages that displays when you click the Not Submitted link in the status column on the Loan Delivery Status window. These messages provide a brief description when an error occurs when submitting a loan packages.
If a user has permission to delivery loan packages to partners, the following message displays:
n Something went wrong and the package could not be sent. Please select and re-submit the transaction
using the Retry Submission button.
If a user does not have permission to delivery loan packages to partners, the following message displays: n Something went wrong and the package could not be sent.
Release Notes Change Log for Encompass Investor
Connect 20.2 January Service Pack
This Change Log lists each release notes entry that has been added, deleted, or modified since the initial version was published.
Change Type: Release name change. Change Date: 12/18/2021
Details: The name of this Encompass Investor Connect release has been changed from the Encompass Investor Connect 20.2 December Service Pack to the Encompass Investor Connect 20.2 January Service Pack.
