Knowledge Base

Append-It is a powerful automation tool within Lender Toolkit’s Toolshed that streamlines the process of updating loans. Instead of manually opening and editing each loan, Append-It allows users to batch update loan fields, borrower or business contact data, and post-closing conditions using templates and source files.

Benefits

Append-It helps lenders save time and reduce manual effort by enabling:

• Batch updates using CSV or TXT files
  
• Scheduled automation of updates
  
• Custom templates for mapping source data to Encompass®
  
• Filtering and conditional logic for targeted updates
  
• Audit logs for tracking operations
  

Prerequisite

Before using Append-It, ensure the following requirements are met:

• The Encompass® SDK is installed and activated on the workstation
  
• The SDK version matches the Encompass® version in use
  

Activation

To turn this tool on:

1. Log in to Encompass® as a Super Admin.
   
2. Open LTK PowerTools™ from the Encompass® menu. Confirm the license includes Enterprise Tier.
   
3. Click Settings > PowerTools™ Enterprise tab.
   
4. Download Append-It by clicking Download.
   
5. Follow installation prompts and allow any antivirus permissions.
   

Using Append-It

After installation, Append-It can be launched from the PowerTools™ Dashboard. Select PowerTools™ Enterprise from the left navigation bar, then click Append-It.

A login screen will appear.  Log in to proceed.

The Server must be entered in the following format:

https://BExxxx.ea.elliemae.net$BExxxx

OR

https://TEBExxxx.ea.elliemae.net$TEBExxxx

Templates

After logging in, navigate to the Templates tab to create or customize templates.

Click New to open the Template Setup window.

On the right side of the form, the Import To option supports the following selections:

• Loan– Appends data to loan fields and post-closing conditions
  
• Borrower Contact– Appends data to borrower contact records
  
• Business Contact– Appends data to business contact records
  

Based on the selected option, the template configuration adjusts automatically. Loan templates include an additional Filters tab for defining conditional logic.

All templates include the following components:

• Field Map – Defines how fields from the source file map to Encompass®. At least one identifier field (such as Loan Number) is required.
  

• Source Files – Specifies source file locations, post-processing actions, and whether loan calculations should be triggered after updates.
  

Automation

This tab is used to run the automation. 

After the Template has been selected that should be run, to run on a schedule, select Timer Setup and complete the necessary fields.

Click Save then click Start.

To run manually at any time, click Run Once.

Logs

Logs are available on this tab to review for success and failures.

Installed Components

• Custom Form: None
  
• Codebase Assemblies: None
  
• Custom Data Objects: None
  
• Plugins: None
  

Custom Fields Created: