Knowledge Base

Admin Utilities, included with Lender Toolkit’s PowerTools™, is a free solution that empowers Encompass® administrators to work smarter by streamlining system management. It provides quick access to essential tools that simplify tasks, enhance visibility, and reduce clicks.

Whether updating loan data, troubleshooting issues, or managing user settings, Admin Utilities accelerates workflows and minimizes manual effort.

Benefits

With Admin Utilities, administrators can:

• View and update loan fields instantly without navigating through multiple forms.
  
• Access current user information for use in business rules and reporting.
  
• Export Encompass® settings to Excel for easy review and updates.
  
• Remove duplicate documents and tasks with a single click.
  

These tools help administrators stay efficient, reduce manual work, and gain better insight into their Encompass® environment.

Activation

To turn this tool on:

1. Log in to Encompass® as a Super Admin.

2. Open LTK PowerTools™ from the Encompass® menu.

3. Click Settings > PowerTools™ Free tab.

4. Turn on the Admin Utilities by clicking On.

Note: After activation of the Tool, be sure to wait for the prompt stating that the download is complete prior to continuing.

5. Ensure a license number populated and restart Encompass®.

Working with Field Values

Use the Field Values tab to:

• Quickly check the value of any field by entering its Field ID.
  
• Instantly update field values without opening the form.
  
• View enumeration values for dropdown or checkbox option fields like Loan Type.
  

Administrators simply type the Field ID into the input box (use brackets like [FieldID]), then click Field Values or Enumerations to see results.

Setting Field Values Manually

To update a field:

1. Enter the Field ID (no brackets) and the new value.
   
2. Click Set Value.
   

Note: When the Field ID is entered, the current value will appear automatically, allowing the user to confirm the Field ID is valid. If the Field ID is invalid, an error message will display.

Current User Info at a Glance

Every time a user opens a loan, Admin Utilities captures their information in custom fields. This data can be used in business rules or reports to track who’s working on a loan.

Other Handy Tools

The Other tab provides administrators with essential utilities that enhance system efficiency and maintain data integrity:

• Export Utilities: Easily export fields, document labels, loan programs, fee templates and user lists for review and change control, ensuring compliance and streamlined updates.
  
• Remove eFolder Duplicates and Remove Duplicate Tasks: Declutter loan files by removing duplicate items from the eFolder and task list, improving organization and reducing processing errors.
  
• Deactivate Old Mavent Reports: Deactivate outdated Mavent reports to simplify report selection and prevent obsolete reports from appearing in document export packages.
  

These tools help keep the system clean, organized, and optimized for smooth operations, reducing manual effort and improving user experience.

Recalculate Loan (Use with Caution)

The Recalculate Loan button forces all calculated fields in the loan to re-evaluate. This can resolve issues—but it may also change data unexpectedly so it should be used sparingly.

Tip: Use the Field Monitor PowerTool™ alongside this feature to track changes and ensure accuracy.

Installed Components:

• Custom Form: Admin – Current User
  
• Codebase Assemblies: None
  
• Custom Data Objects: LTK-ToolShedSettings.xml
  
• Plugins: LTK-ToolShed.dll
  

Custom Fields Created: