Add Document Bucket

Description

Create document buckets from Business Rules or Custom Input Forms. Set [CX.SB.NEWDOC] to a comma separated list of the documents you wish to add.


Advanced Email

Description

Create HTML email triggers using Loan Data and Loan Documents

Send from Outlook, SMTP or SendGrid Email Providers

Built in HTML Editor

Test fire your Email Rules

Setup Rule to run at Save or immediatly


Alpha Alerts

Description

Make it easier for your users to identify what is important and what to pay attention to by sorting alerts alphabetically.


AMI Information

Description

Do you want to see AMI information before you run pricing?

This feature allows you to pull in all AMI data anytime you want in business rules.

Once you have the plugin enabled, verify the subject property address is filled out.

Use the trigger field to fill in the rest of AMI properties:

  • [CX.SB.AMI.TRIGGER] - "AMI Trigger Field"
  • [CX.SB.AMI] - "AMI Price"
  • [CX.SB.AMIPERCENT] - "AMI Percent"
  • [CX.SB.HIGHCOSTAREAINDICATOR] - "AMI High Cost Indicator"
  • [CX.SB.AMICLASSIFICATION] - "AMI Classification"
  • [CX.SB.CX.SB.AMISPECIALFOCUSAREA] - "AMI Special Focus Area"
  • [CX.SB.AMI.ERROR] - "AMI Error"
Analysis

Description

Analysis has three Tools: Setting Analyzer, Persona Access Visualizer and Code Tester

Setting Analyzer allows you to Open and Search through all Business Rules, Custom Print Form document text, Custom Input Form text, Dashboards, Reports and more!

Persona Visualizer allows you to get a graphical representation of Persona Access compared with eachother

The Code Tester allows you to Test your Conditions, Advanced Conditions, Advanced Code and Calculated Fields

Preset the fields associated with your rules to see the calculated values at runtime

Run all of your code rules at once and see Runtime Exceptions

Rerun Failed Rules or run Coded Rule Individually.

Edit Code live and Retest!


Audit Trail Auto Pull

Description

Automatically pull in the Audit Trail Attachments to your specified eFolder Bucket.


Auto Add Docs To Disclosures

Description

Automatically attach eFolder documents to your Disclosure Package automatically


Auto Assign

Description

Automatically assign the roles tied to Milestones based on your configured rules.


Auto Retrieve

Description

Automatically retrieve downloads before Loan Save if available.


Auto Sign Out

Description

Logout Non-Super Encompass Users in the morning so All users are up to date every morning with updates.


Back and Forward

Description

Click back and forth between forms you have previously visited in a Loan.


Batch

Description

Batch Update loans using an Excel File or using the data from one of your Encompass Reports

Option for opening loans to run business rules, import liabilities, retrieve documents, and run home counseling

Batch History is kept, allowing you to revert a batch with One Click


Clear Empty Buckets

Description

Automatically clear empty eFolder buckets on save with coded condition.

Manually clear empty eFolder buckets.

Manually clear empty eFolder buckets from the eFolder window


Concurrent Sessions

Description

Make sure your users only have 1 Session or how ever many you determine they need, by persona or globally.


Disclosures

Description

Automatically run disclosures, set plan code and set Email Template.


Doc Transfer

Description

Transfer Loan Documents from one Loan to all of the loans you have selected in your Pipeline, with a few simple clicks.


Doorbell

Description

Loan locked by someone and you need access?

Notify the person in the Loan that you need in!

Get notified when they are out of the file.


eConsent Auto Pull

Description

Automatically pull the eConsent PDF to your specified Document Bucket when available.


eFolder Buttons

Description

Retrieve and Request Documents from Business Rules or Custom Forms with your specified Documents

Automatically send the Request without user intervention

Request eConsent from a Business Rule

Specify which documents you want to be requested or retrieved, or select everything.


eFolder Grid Color

Description

Your Underwriters will love you for having this Tool

Color your eFolder Documents and Conditions based on any property available, or a combination of properties avaliable.


(4.26.24) New Feature - Enhanced Conditions Support

eFolder Transfer

Description

Transfer Documents from a Loan to the Loan you are currently in, even linked loans!


Email Report Automation

Description

Automatically Email Encompass Reports daily using the Advanced Email Rules.


Enhanced Condition Map

Description

Map the properties of any Enhanced Condition to any field.


EscrowAccount

Description

Clear Escrows from Business Rules or Custom Input Forms.


Export Loan

Description

Export your raw loan data including history of any services you have ran.


Export Services

Description

Use the GSE export features inside of a loan by business rule or custom input form button.


Fields

Description

Search and Gain ultimate control of your Custom Fields

Mass delete your Custom Fields for ease of maintenance of your system

Create and Edit Custom Fields quickly without opening settings


Goodbye Performance Message

Description

Tired of seeing the Yellow Performance Message everytime you click All Folders in the Pipeline?

No MORE!


Grid Color

Description

Color the loans in your Pipeline based on the data in the pipeline

No extra Api calls that slow your system down

Set your rules to activate by persona


Grid Search

Description

Search box for all of the Grids in the Encompass Settings window, making it easy to narrow your search.


Home Counseling

Description

Automatically run and fill out top 10 Counselors when Address Fields change.

This is now available through Encompass Admin Tools Settings by ICE.


Import Liability

Description

Automatically Import Liabilities on Loan Commit.


Input Form Builder

Description

Bring the Input Form Builder into Encompass as a Tab

NEVER log into Input Form Builder again, NEVER worry about selecting the right Environment



Input Form Sets

Description

Automatically apply Input Form Sets in your Business Rules


Loan Count

Description

Show a quick count of how many loans are in each folder in your Encompass Environment.


Loan Diagnostics

Description

Trying to diagnose what's going on within your Loan?

See Fields Changed, Windows Opened, Forms Visited, Services Ran, and MORE


Loan Folder Move

Description

Move your loans to different folders based on Advanced Conditions

Control the order in which folder rules fire

Don't worry if your Users have access to the Folder being moved to, the tool will override


Log Debugger

Description

If you need more information than Loan Diagnostics will give you, the Log Debugger is here.

Stop, Start and easiy Categorize the Encompass Debug Log

See when triggers are firing


Merge Docs

Description

Control merging eFolder Document buckets

(4/28/2024) Update - Added support to Mark Latest Current


(5/14/2024) Update - Run rule before Loan Save.


MIP Touches

Description

Track how many times your users are hitting get mi


Open eFolder Document

Description

Bypass the eFolder and open your Documents directly from Business Rules or Custom Form Button Code.

Set Field [CX.SB.OPENDOCUMENT] to the name of the Document you wish to open either in a Business Rule or Custom Input Form.


Open Modal Form

Description

Finally you can open 2015 itemization as a popup, but you can go back to the loan and keep the window open!

Open any form now as a Non-Modal popup so you can keep the window open and work in the loan at the same time.


Pipeline Advanced Search

Description

Always filtering your pipeline views?

Save your filters based on your Pipeline View.


Pipeline View Transfer

Description

Do you need to transfer your Users Pipeline Views to other users?

This tool allows for just that, quickly transfer personal pipeline views from one person to another.


Plan Code

Description

Apply plan codes from Business Rules or Custom Input Forms


Plugin Management

Description

Control the User Access to the entire plugin suite By Persona, Organization, Individual User or by User Group

You will find descriptions and screen shots for all plugins

Click to go to Plugin Release Notes

Click to create a Support Ticket

Click to create a new Idea Ticket

Go directly to Basecamp to get help from the Encompass Community

(4.28.2024) Update - Added Ability to not auto install updates

(4.28.2024) Update - Added Ability to set the start size of Encompass


Print Form To eFolder

Description

Print Custom Print Forms to the eFolder from Business Rules or Input Form Code

To Print the current Input Form, set [CX.SB.PRINT.INPUTFORM] to the name Bucket you want to print to.

By default it will print to the name of the current Input Form

(4.28.2024) Update - Added support for Standard Print Form printing to eFolder


To Print a Custom Print Form, set [CX.SB.PRINT.PRINTFORM] to the name of the bucket comma then the name of the Form.

Example: [CX.SB.PRINT.PRINTFORM] = "Appraisal,Appraisal Request" would print the Appraisal Request Form to the Appraisal Document Bucket and create the bucket if not already there.


Print URL To eFolder

Description

Print any web url to the eFolder from Business Rules or Input Form Code

To Print set field [CX.SB.MISC.TRIGGER] to "printurl www.google.com"


Push To Production

Description

Drag and Drop your Business Rules from Test to Production. Automatically archive the old rule.


Reassign

Description

Reassign Roles from the Pipeline. Our tool also lets you assign unassigned Roles!!


Remind eSign Packages

Description

Enable this plugin for your loan officers, if there are packages to sign the window will pop up when they login instead of having them remember to do it.


Remove Provider

Description

Do you need to hide a Service Provider from My List and All List, our tool allows you to do that without removing as Super Admin.


Restrict eFolder Buttons

Description

Override the buttons in the eFolder, either Enabling or Disabling.


Role Field Map

Description

Map the properties of Roles to specific Milestones, to Fields of your choosing.


Sandbox Mode

Description

Allow your users full access to Loans without the ability to Save.

All Business Rule Field restrictions turned off.


Search Documents

Description

Force your users to select from your Document list when creating documents to prevent misspellings.


Setting Extract

Description

Extract every setting out of Encompass, even your Managed Services Passwords you probably forgot!


Show Column Field

Description

How frusterating is it when you are adding another field to the Pipeline Grid and your search returns 5 fields with the same description.

Our tool adds another column showing you the actual field ID, as well as allowing you to search directly for field ids instead of just the description.


Side Menu

Description

A static menu in your loans that stays there all the time.

Field Tool allows for lookup and setting of all fields, switch to Audit mode to inspect the full list of audit changes.

Links Tool allows you to setup links by persona for your Users. Print Form, Go To Form, To To Link, Open Email and MORE


5.7.2024 - Added Email and Conversation Log Tools.

Skin Encompass

Description

Finally a tool that can personalize the colors in Encompass to match your Company.

Set your company logo and colors to theme Encompass


Stop Welcome Message

Description

Get rid of the Encompass Announcements at Login, letting the Login process finish quickly.


User Metrics

Description

Track all of your Users activity in Encompass including:

  • Login Event
  • All Screen Usage
  • Pipeline Exports
  • Reports Ran
  • Loan Open
  • Service Events
  • Milestone Completed
  • Loan Form/Tool Duration
  • Loan Save
  • Fields modified by User
  • MIP Clicked
  • eFolder Buttons Pressed
  • Loan Close with Duration

Users

Description

Your support teams new favorite tool.

Unlock, Lock, and reset Users passwords with 1 click.

Edit Users and Edit User Groups quickly.

Stop creating endless test users to match a User you are troubleshooting

The impersonation tool allows you to take over as them, your pipeline refreshes with their view.

Loans open as them, any changes you make will be made with their UserID

Batch Import New Users or Batch Modify current Users by Excel File quickly!


USPS Address Validation

Description

Automatically validate the Property Address any time it is completely filled out, or changes.

Screenshot of the validation from USPS.com will be uploaded to the eFolder.


Vip

Description

Need more confidentiality than Employee Loans?

This tool allows you to setup a VIP User Group.

Only users in the group can see, mark or open VIP loans


Virtual Fields

Description

Trigger loan open with your business rules and more!


Visualizer

Description

Visualize your Pipeline or Report data however you want.

Group by State, branch, Loan Type or any column you want.

Calculate totals, sums or averages of number fields.


Release Notes

Plugin

  1. * New Feature - Merge Docs - Run rule before Loan Save.
  2. * Bug - Adjusted Analysis Access Columns widths
  3. * Bug - Adjusted Analysis Access Columns widths
  4. * Bug - Fixed Error Sending Emails with Side Tool
  5. * Bug - Fixed Email Tool Selection
  6. * Bug - Fixed From for SMTP and added Alias Field


Plugin


  1. * New Tool - Audit Trail Auto Pull



  2. * New Tool - Auto Assign



  3. * New Feature - Analysis Code Tester - Copy Current Loan Values


Plugin


  1. * New Tool - Auto Retrieve - Automatically download documents that are available before saving a Loan.

  2. * New Tool - Clear Escrow Account - Clear Escrow Account from Business Rules or Custom Input Forms.

  3. * New Tool - (Side Menu) Email Tool - Use Advanced Email Templates to let your users send out preformatted emails.


  4. * New Tool - (Side Menu) Conversation Log Tool - Easily add to the conversation log, store comments with Categories and Sub Categories for easier tracking.

Plugin


  1. * New Tool - Restrict eFolder Buttons

  2. * New Documentation Page Live in Plugin Management and at SharkeyByte.com once you Register


Plugin



  1. * New Feature - Print Form to eFolder - Added support for Standard Print Form printing to eFolder

  2. * New Feature - Merge Docs - Added support to Mark Latest Current


  3. * New Feature - Plugin Management - Turn off automatic Updates

  4. * New Feature - Plugin Management - Set Encompass start Size

Plugin



  1. * New Tool - Enhanced Condition Map - Map any Enhanced Condition Property to a field.

  2. * New Feature - Enhanced Condition Color Tool - Enhanced Conditions are now available to create rules in the eFolder Color tool.

Plugin




  1. * New Tool - Milestone Role Field Map - Map the milestone based role properties at your discretion.

  2. * New Tool - Auto Close Encompass Login Popup - Don't let the Encompass Login popup stop your Login process.

  3. * New Tool - Generate and Email Reports Automatically on a Schedule - Send reports daily



  4. New Feature - Advanced Email - Added ability to add emails based on Encompass Fields

  5. New Feature - Input Form Builder - Sort the controls alphabetically for easier navigation when building forms.

Plugin

  1. Input Form Builder - Added new feature to lock forms for editing

Plugin

  1. Print Form To eFolder - Fixed Documentation for printing Custom Print Form.
  2. Loan Folder Move - Added more details to Simulating

  3. Analysis - Fixed Excel Export - wasn't exporting details.

  4. Plugin Management - Fixed Plugin name mispellings: Print Url To eFolder, Open eFolder Document and Remind eSign Packages
  5. Add missing Plugin Information: Disclosures, Add Document Bucket.

Plugin

  1. *Create Document Buckets - Ability to Create Document Buckets from Business Rules or Custom Input Forms
  2. *Plan Code Plugin - Set plan codes from Business Rules or Custom Input Forms.
  3. *Push to Production - Drag and Drop Business Rules from Test to Production or vice versa. Auto archives your old rule before importing the new one.
  4. Auto Add Docs To Disclosures - Added ability to disable the Add Documents button while creating disclosures.
  5. Auto Sign Out - Added Configuration with ability so set logout time per persona as well as Save current loan before exit.
  6. eFolder Grid Color - Added ability to order rules for execution order
  7. Grid Color - Added ability to order rules for execution order
  8. VIP - Fixed button text when marking loans.
  9. Optimized Plugins Load time at Login
  10. Setting Extract - Fixed error reported in Support Portal. Still optimizing this solution to not use Excel, will be in next release.

Plugin

  1. Auto Add Docs to Closing - Fixed Print Forms and running with Disclosures. Updated configuration for Print Forms

Plugin

  1. Disclosure Automation - Updated configuration

  2. * New Tool - Remind to eSign Packages at Login
  3. Merge Docs: Added from capability

  4. Add Docs To Closing Package - Added ability to print or add from eFolder

Plugin

  1. # Fixed: Data Visualizer Tool initial cache and live data modes
  2. * New Clear Empty Buckets Tool - Automatically or Manually clear empty buckets


  3. Users Tool: Updated grid to new version
  4. Modifed release notes to open in PluginManagement tool.

Plugin

  1. * Completely Rebuilt Analysis Tool: Persona Access Map, Search Everything, Test Code!
  2. See Persona Access to Loans, Persona Access to Fields and all Persona settings at once
  3. Search through all of your Business Rules, Reports, Pipeline Views, Custom Print Forms, Custom Input Forms and MORE!
  4. Test the code in your Business Rule Conditions, Advanced Conditions, Advanced Code and Calculated Fields with one click
  5. # Fixed Plugin Management Access Rights
  6. No longer allowed to uncheck Super Administrator for the Plugin Management Tool
  7. Added Grid row selection highlighter
  8. Added Web based Plugin Documentation to PluginManagement
  9. Automatically move Pipeline Tool Launcher if you have other Vendor plugins that overlap


Web

  • Email Service hooked into Ideas and Support replies
  • Reply to Idea or Support with Image

Plugin

  1. * New Data Visualizer Tool - Search Pipeline and Reports for trends
  2. Fixed issue with Concurrent Sessions

Plugin

  1. Updated Plugin to offset menu if other Vendors button's are present in the Pipeline Screen.

Plugin

  1. New Advanced Email Tool
  2. Removed Minimum Size for Encompass
  3. Side Menu: Fixed Outlook Email Link
  4. User Metrics: Metrics added and performance Improved with better caching
  5. Loan Diagnostics: Fixed Data Source reset
  6. Concurrent Session: Modified to use process
  7. User Metrics: Added Organization and Persona selector
  8. Updated text color based on dark backcolor threshold
  9. Input Form Sets: Modified to use templates in configuration

Web

  1. * New Support Portal
  2. * New Idea Portal

Plugin

  1. First Public Plugin Release