Here is what happened on TAP 1/30/2019

Announcement (3)

People Discussed How to run multiple Encompass versions on the same machine at the same time (such as 17.3.x.x and 17.4.x.x at the same time)

Ben Prewitt

Youtube tells us that the video is not available.

People Discussed Vantage CRM - anyone using it

April Brake

Hi Anita -- we are currently still using Vantage CRM.

Anita Sands

Is anyone still using Vantage CRM?

Anyone Else? (1)

People Discussed Experience 2019 Poll

Coletta Sutton

I'll be attending with 2 co-workers... Ops Manager and Secondary/Post-Closing Manager.

Help! (23)

People Discussed 19.1 release notes and date?

Brian Smith

Sandy, you must be among the "limited release group." According to our rep (Steve Palzer), the limited group gets 19.1 this weekend (2/2) and barring issues with that, the vast majority get it Feb 9.

People Discussed Access to Fields

Ruth Clanton

Hi Tracey, does the LO have 'full edit' access in the milestone where they are trying to change it? The PAL rules take priority. If the PAL rules allow the LO to edit in that milestone, then your PAF rule should work too.

Larry Bailey

the experience you described..." For some reason, on the latest custom screen, as soon as the LO changes the field and hits save, it reverts right back" - a FDE rule can not allow a field to be edited if some other condition exists - this is done via a fail method in the Advanced Coding of the rule in section #4

Tracey Mason

They do only have one persona and why would it be a Data Entry rule? I don't want to control what they enter in the fields, I want them to be able to edit the fields throughout the entire loan process???

Tracey Mason

I am trying to grant LO access to fields on a custom screen, but it is not allowing it. I am wondering what I am missing. I granted permission via Persona Access to Fields, but it still doesn't allow the LO to change those fields. I have the same thing on a different custom field and it works fine. I don't have any advanced coding on either and both are set up exactly the same. For some reason, on the...

People Discussed Black Workspace

Larry Bailey

i have this experience when the display resolution is out of whack...usually on an external monitor..so I am not sure about a laptop screen...possibly a connection issue in there too...

Ruth Clanton

I have a user who is unable to change between input forms. She clicks on the input form she wants and the workspace area goes black and never loads (left panel and summary are still visible). She gets totally frozen (can't even minimize and re-maximize the window). To make the troubleshooting even more challenging, she usually works from a desktop PC in one of our locations. But today, all of our Michigan and Indiana locations are closed due to subzero...

People Discussed Environment Synching

Brett Penney

We've paid EM a few times to sync our production to our test environments. Email your rep. Edit - I see you mentioned the EM sync option so ignore my stupid first answer. We have a third dev environment I've been trying to bring up to par recently. I've always avoided the settings sync tool but used it since nobody cared if we broke Dev. After a lot of frustration with the sync tool the only thing I learned was...

Christopher Dahill

Hi All, We currently have 3 Environments, and are finding it hard to keep them mirrored. We have day to day changes, which some personal ownership is needed, but is there a magic bullet to make it easier than doing it manually, paying EM for a Sync, or comparing spreadsheets from EM? Thank you, Chris

People Discussed HMDA Loan Purpose Revisited

Shauneen Linton

It's working!! Thanks again!

Logan Sargent

Shauneen like this: IgnoreValidationErrors If [19] = "ConstructionToPermanent" OR [19] = "Purchase" Then [HMDA.X107] = "Home Purchase" Else If [CX.HMDA.LOANPURPOSE] = "Y" Then [HMDA.X107] = "Home Purchase" Else If [19] = "NoCash-Out Refinance" Then [HMDA.X107] = "Refinancing" ElseIf [19] = "Cash-Out Refinance" Then If [CD3.X50] <> "" Then [HMDA.X107] = "Cash-out refinancing" Else If [CX.HMDA.LOANPURPOSEHI] = "Y" Then [HMDA.X107] = "Home Improvement" Else [HMDA.X107] = "Other purpose" End If End If End If End If End If Although it was...

Shauneen Linton

Finally getting back to this and wondering if anyone can let me know if there is something I can do to improve this and get it to work?? IgnoreValidationErrors If [19] = "ConstructionToPermanent" OR [19] = "Purchase" Then [HMDA.X107] = "Purchase" Else If [CX.HMDA.LOANPURPOSE] = "Y" Then [HMDA.X107] = "Purchase" Elseif [CX.HMDA.LOANPURPOSE] = "N" or "" Then If [19] = "NoCash-Out Refinance" Then [HMDA.X107] = "Refinancing" Elseif [19] = "Cash-Out Refinance" Then If [CD3.X50] <> "" Then [HMDA.X107] = "Cash-out...

People Discussed Loan Templates/Programs

Logan Sargent

Yes I'm seeing this behavior now specifically with "Template Sets". However, if the template sets reside in a nested folder within the Public Root, i.e. if they are in Public Loan Templates > Companywide, you can duplicate the Companywide folder (all contents will be duplicated also) from within the public root folder, then you could rename this duplicated folder to let's say "FHA". Go in to the new FHA folder adjacent to Companywide, and delete non-FHA template sets. Then the...

Gary Hamilton

@Logan, Cut and Copy options are grayed out in both places. Doesn't matter if I select 2 or 20. image.png

Logan Sargent

There is no "Move" function, but you can highlight/select multiple templates, right-click on any selected template and choose Copy (or select the copy button in the action bar), then navigate inside the destination folder and right-click in an empty space and choose Paste (or click paste button from action bar). This will create a clone of those templates in the new destination folder, and then you will need to delete them in the source folder. NOTE: If you have a...

Gary Hamilton

I have 100+ Loan Template Sets that I would like to put into folders for easier navigation. CONV, FHA, VA. USDA and Portfolio. I would like to be able to move the all FHA Templates to the FHA folder in a single cut/paste. image.pngimage.png

Gary Hamilton

Is there a way to move multiple loan templates between folders?

People Discussed Motivity Field Coding

Samantha Martin

I ended up getting one of the Support Managers involved after contacting my rep. We've discovered that my syntax is fine, but my field that needs audit to calculate the SQL keeps spontaneously unchecking the audit box. No idea how it unchecked as it was working when I built the field 8 months ago, but we rechecked it, he looked at it later in the day and it was unchecked again so something is wrong with that field behind the...

Shane Horan

Unfortunately that is pretty par for the course for Motivity: "Sorry, we can't help you unless you pay us more".... Can you post the SQL? Also, check the bottom of your query for the "Syntax analyzer". This might give you a little more info as to what is going wrong.

People Discussed Report - Any Changes in a field

Ben Prewitt

@Logan I was actually working on something to accomplish this exact thing. I dumped your code onto a button, which works as far as creating the .csv however I am returning blank rows. Am I missing something?

People Discussed The Admin Portal Question

Shane Horan

Hi Tracey, I've been adding threads as browser bookmarks in Chrome. I'm hoping they add bookmarking internally at some point.

Larry Bailey

You can also comment to the post and then find your activity in your profile to find it later image.png

Tracey Mason

The Admin Portal is REALLY difficult to get used to. Is there not a way to save the threads that you search, for later reference? Thank you

Tips (4)

Topic Created auto print with docuSign?

Santi Beltran Perdomo

Is it possible to use the autoprint selection rule and code below (I believe Logan may have written) with DocuSign or another eSign program? If any of my documents (standard or custom docs) from the auto print rule have a signature line, the user would be prompted to first sign the documents before Encompass prints them to the eFolder? This may be a long shot but thought I would ask.... 'Enables print auto selection rule Dim printFieldID = "CX.LM.PRINTAUTOMATION" Dim...

People Discussed Seperate notary acknowledgments for mailouts (closing documents)

Makala

Thank you Larry, we do currently approve it and title has to add a separate notary acknowledgment for us but they always ask us to revise our documents. I was hoping there was a way to do that prior to generating documents if we have approved the mail out and instructed title how the documents must be signed.

Larry Bailey

that is a tough one and should be reviewed by your title company and investors...some have very different policies for signing and rescission based on different days and locations for signing closing packages.

Makala

Is there an option to add an additional notary acknowledgment or separate notary acknowledgments to the closing documents for instances when borrowers are signing in separate locations on separate dates?

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