April 14th 

•  Loan Application Configuration - Phase 2 (Multiple workflows)
•  Provide HELOC as an option on Consumer Connect
•  Recipient Name in EDM email templates
•  Auto calculate Proposed Expenses
•  Configuration option for lenders to make Withdrawn/Canceled loans read only for borrowers
•  Associate User ID with loans to display on admin portal and block borrower from creating duplicate accounts with the same email and name combination
•  Service Failure Notifications to lenders

 

Aug. 18th

• New guided walk-through and onscreen help in admin portal
• Velocify Service Integration
• Construction/C2P Template Rules added
• Email Templates for Co-borrowers
• Minimum Age Requirement (yeah, no more 13 only!) added to admin portal.
• TCPA Consent agreement added to Loan Application.  (Telephone Consumer Protection Act)
• Added whenever a customer enters a home or cell #.
  • Both new and existing applications
• Can add content in admin portal, but not edit existing content.
• Edit Loan Application Title
• Account owner page added to Loan Application
• Updates to Verify email address language popup
• Loan Error Information tool added to Encompass 18.3 release Aug. 5 to the settings menu to check custom field calcs failing on importing loans in via ECC
• Loan officer eSign button added to Disclosure Tracking so LO’s can sign 1003’s at any time without links-  Big one here…..

Sept. 15th

Admin Portal 

• Added HELOC Option to Loan Template Rules (NEW)
• Changes to Loan Template Rule Requirement (No longer need a template rule due to multiple workflows)
• New Show All Option Added to Incomplete Apps Page (applies to all ECC sites should an admin work in multiple)

Loan Application

• New Configuration Option Added to Redirect Borrowers to Lender's Site (consumer connect site)

 
Website Builder

• Loan App Workflows Drop-Down List Added to Apply Now Button (no longer have to remember the name of workflow created)

 
Loan Connect and Borrower Portal
·         Improved Process for Forgotten Passwords (cell or message authentication on password resets)
The Loan Connect and Borrower Portal Create Account form has been updated and now includes fields for Phone Type and Phone Number. Both fields are required

• Phone Fields Added to Create Account Form
•  New Account Menu

Borrower can update information from new dropdown menu in top right of borrower portal
 

OCT.  13th 

 

Enhancements to the Form Style Loan Application

• Navigation menu now available in the form style workflows
• Navigation is only available for form style, no interview style workflow
• Enabled by default on new workflows, manual edit for existing
• Updates to Loan Section Titles in the Administration Porta

Improved Loan Preview Page for Incomplete Apps

• Preview page for form style applications enhanced

Administration Portal

• New permission settings to incomplete apps page
• Added new borrower Lookup settings to Borrower Lookup Page

Loan Application

• VA Questions added to the Loan Application

Changes to the Loan Field Behavior

• Proposed housing expenses
• Other Mortgage Finances from Proposed Month Housing Expenses
• Are you refinancing from a current FGA loan amount the new FHA loan amount?
• Existing Lien, Existing Debt
• First subordinate lien Amount
• Second Mortgage Amount
• HELOC Initial Advance, HELOC Actual Balance
• Loan Amount, HELOC Credit Limit

Loan Connect and Borrower Portal

• Updates to Instructional Text and messages
• Updates to Authentication Code Screen

Electronic Document Management (EDM)

• Update to Sender Email address on Send Windows for ECC Loans
• Updates to wording on the eDisclosure Agreement

Dynamic Data Management (DDM)

• Rule support for DDM on Loan submission via ECC application

FIXED ISSUES:

• Resolved Issue with Estimated Closing Date Populating in Encompass
• Second Mortgage Amount Now Populating in HELOC Loan Applications
• Improved Logic for Address Sections in the Loan Application
• Additional Mapping of Assets to Details of Transaction
• Retirement Funds Now Populating in Encompass
• Resolved Issue with Purchase Flow Not Allowing <50% LTV
• Resolved Issue with Displaying Custom Credit Authorization Agreement
• Blank Page No Longer Displayed After Account Lock Out