AutoAssign Lite is a smart automation tool in Lender Toolkit’s PowerTools™ Expert suite that automatically assign users to milestone roles in Encompass® based on administrator-defined loan criteria. This eliminates manual role assignments as loans progress through the workflow, saving time and ensuring consistency.

 

Benefits

AutoAssign Lite improves efficiency by:

  • Automatically assigning users to roles based on loan data.
  • Reducing manual effort and human error.
  • Ensuring consistent role assignment across loans.

 

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 the Expert, Optimized or Enterprise Tier.


3. Click Settings > PowerTools™ Expert tab.

4. Turn on the AutoAssign Lite by clicking On.

Important: 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®.

  

How to Use

Go to the PowerTools dashboard, click PowerTools Expert and then click AutoAssign Lite.

Admin Settings Overview

  1. Add/Edit/Delete Rules: Use the buttons to create or manage rules.
  2. Priority Order: Use UP/DOWN to set rule priority.
  3. Save/Cancel: Always click Save to keep changes.

A screenshot of a computer AI-generated content may be incorrect.

Creating a Rule or Editing an Existing Rule

Click Add or Edit to open the rule editor. Configure the following:

  1. Rule Name: Give the rule a clear name (e.g., “Assign Processor”).
  2. Click Add or Edit.
  3. Field Criteria List: This is where the rule details will display.
  4. Role: Choose the milestone role to assign (e.g., LP for Loan Processor).
  5. User ID: Enter the Encompass® User ID to be assigned.
  6. Reassign When Role is Already Assigned: Check this box to overwrite an existing assignment.

A screenshot of a computer AI-generated content may be incorrect.

Adding Field Criteria

This is an example set of criteria to assign the Loan Processor role to user “processor” when TRID Application Date is after 1/1/2021.

A screenshot of a computer AI-generated content may be incorrect.

Define conditions based on loan data:

  • Field Type: Choose the type (e.g., date, string, numeric).
  • Field ID: Enter the Encompass® Field ID (e.g., 3142 for TRID Application Date).
  • Operator: Select how the field is evaluated (e.g., greater than, equals).
  • Value: Enter the value that triggers the rule.
  • AND/OR: Defaults to AND. For complex logic, use a calculated field.

Click Save to finalize criteria and return to the rule editor.

 

Installed Components

  • Forms: None
  • Assemblies: None
  • Plugin: LTK – AutoAssign Lite
  • CDO Files: None

 Custom Fields Created:

Fields:

Description

Format/Type

Max Length

N/A