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Encompass Plugins


Plug-ins may play a vital part of your system and can help with almost anything you want to simplify. However, if they’re not created right, they can do more harm than good. ATI's Plug-in applications can play a vital role in your ability to automate end user and system tasks.


Benefits



  • Simplify procedures and processes.

  • Eliminate the need for complicated tasks and business rules.

  • Automate manual procedures within the LOS and other systems.

  • Identify, collect and analyze any data in any database.

  • Create Conditional workflows.

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Round Robin Role Assignment based on Rules

Auto assign Loans to Branch Managers & Regional Managers

Auto Conditions – XML based criteria

Move Lock Confirm Doc to eFolder

Log Milestone completion times in Business Hours

Loan Status Update Form/Document for Agent partners

Assign role to eFolder Doc

Save Event designed to handle certain use cases e.g. Folder Move

Fields Update Using XML

Data & Document Extractor

Update HMDA Credit Score for Multiple Borrower Pairs

Adverse Action complete workflow – includes everyday emails and file moves without opening loans.

Form Forward/Back Button & Form Search (Two Plugins)

Property Address USPS Validation

Notice of Assignment Form/Loan Assignment Manager

Organizational Details/Update Fields Using Branch Description

Home Counseling Zip Code API

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    Report Scheduler

    Report Scheduler mimics the report engine in Encompass and uses the Windows Task Scheduler to generate Excel reports from Encompass on a schedule. Options available to save to network location, email to users, or FTP to vendors. The application requires a computer with Encompass and SDK installed.

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    Round Robin Role Assignment based on Rules

    The Round Robin Plug-in, imports all loan programs to the plugin and allows the user to select which loan program will be assigned to an underwriter. Once the program is assigned, the plugin will assign the loan program in a round-robin format to the underwriters.

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    Auto assign Loans to Branch Managers & Regional Managers

    Need to have the Branch Manager, Regional Manager, or Production Manager auto-assigned to a loan? Based on the ORGID a mapping config file can be set to have certain users assigned to a loan. Now management reporting is much easier to accomplish.

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    Auto Conditions – XML based criteria

    Based on the criteria given in XML file, we add conditions in Encompass, this will help us from missing any condition in any loan.

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    Move Lock Confirm Doc to eFolder

    Customized per client, on locking a loan the Lock Confirm document is built with fields from the loan and saved to the proper eFolder designated in the config file.

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    Log Milestone completion times in Business Hours

    When milestones are completed in hour increments this plugin will maintain business hours when making the calculation for timing. Business Hours are 8a – 5p Monday – Friday.

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    Loan Status Update Form/Document for Agent partners

    This plugin was customized specifically for a client and builds a PDF report based on loan fields. Then saves the PDF to the eFolder with the correct name. In addition, will send email to users on the loan.

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    Loan NotiFire

    This Plugin is the newest addition to the list of ATI Plugins that will help you schedule notifications going out to anyone from the loan contract form. This also allows the user to attach any document from eFolder.

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    Assign role to eFolder Doc

    Based on the status of eFolder the plugin will set certain roles to allow access to Document folder in Efolder

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    Save Event designed to handle certain use cases e.g. Folder Move

    Folder Move plugin moves loans when saved meeting certain criteria on the loan. For example, automatically move a loan from Prospects to Pipeline based on any conditions.

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    Fields Update Using XML

    Field Update plugin uses an XML file to handle criteria to update any field on the loan. Once the loan is saved and the criteria are met then field value will be updated. An example is showing only one example for credit report fees or appraisal fees.

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    Bulk Importer

    Bulk Importer allows users to enter or update Encompass fields on any specified loan. By adding the loan number in column A the user can then add the Encompass field to the header of any other row with the data for the loan to be imported.

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    Data & Document Extractor

    Data & Document Extractor allows users to export information from Encompass. While being able to control which personas and users have access to different functions users can export a group of loans, setup vendor ftp transfers, or even export eFolder documents for any loan types. Exporting information from Encompass is very simple. Download to selected folder, or upload any FTP/SFTP or HTTP

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    Limiting Services

    Limit the Services list by user and/or persona. This allows users to easier navigate and also allows management to only give the team access to certain Services.

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    FHA Case Binder

    The ATI FHA Case Binder will package all docs needed for FHA & VA loans from the eFolder and send it to HUD for processing. Implementation with ATI is required for the eFolder setup and testing connection to HUD.

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    Update HMDA Credit Score for Multiple Borrower Pairs

    Plugin captures the chosen credit score and source for the loan. Trigger on 1393 field; if not active loan then use the smallest credit score on the loan and save the source of the credit score along with the score.

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    PreQual Form

    State document required for Pre-Qualification. During implementation, ATI will map the PDF document and upon trigger will populate the file asking for a signature on the document and email to a realtor(s) on the loan.

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    Adverse Action complete workflow – includes everyday emails and file moves without opening loans.

    Add criteria for moving loans to the Adverse Actions folder. With the criteria, this batch process will move loans on a schedule without having Encompass open. Meaning this can be run each night for the day’s loans. A server or machine to run the batch process is required.

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    Form Forward/Back Button & Form Search (Two Plugins)

    Works the same as a browser window. Open a loan in Encompass and this plugin will keep a history so the user can go back and forward between forms, and Form search Plugin will allow a search on any words in the form name or partial name search.

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    Property Address USPS Validation

    Type the property address on the loan (choose the form to trigger the plugin). We will use API to check the USPS website for an accurate address and update the fields with the correct address.

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    Knock Knock

    This plugin will help users to request unlock the file, if user 1 is in the file and user 2 want to access it, this will send back and forth messages.

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    Notice of Assignment Form/Loan Assignment Manager

    Auto-generate all fields for Notice of Assignment when the investor is chosen. Implementation required to complete the config file for all investor information.

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    Organizational Details/Update Fields Using Branch Description

    Use the Encompass Organization Details in Settings to assign values to loans based on the ORGID on the loan. An example is to assign the Franchise, Team, and Sub-Team to a loan once the ORGID has been assigned to the loan.

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    Home Counseling Zip Code API

    Home Counseling Providers are added once the borrower’s present address is added to the loan. Agencies are brought in via API from the Consumer Finance government website.

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    Cenlar Servicing

    Cenlar Servicing Plug-in, maps Encompass fields to the appropriate Cenlar fields and submits the funded loan to Cenlar. Also, it includes the option to pick and choose e-folder documents to submit to Cenlar as well.

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    Custom Reports

    During implementation requirements are gathered by ATI PM and report is created by development. Now with the click of a button the report is generated and saved to the local machine running the report.

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