Lender Toolkit Help Docs

The Conditions Counter is a plugin in Lender Toolkit’s Toolshed designed to automatically track underwriting conditions on a loan. It categorizes counts by status and role, updating custom fields for easy visibility in reports or pipeline views eliminating the need for manual counting.

Benefits

Automatic tracking of underwriting conditions
Real-time updates to custom fields for reporting and pipeline visibility
Fully configurable to align with organizational workflows
Included in the Free Tier with PowerTools™
Allows creation of custom counters to track specific roles or statuses using custom fields.

Activation

To turn this tool on:

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

2. Open LTK PowerTools™ from the Encompass® menu and click Settings.

3. Go to the PowerTools™ Free tab.

4. Turn on the Conditions Counter 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®.

Tip: Restart Encompass® before any custom configuration or using the tool for best results.

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What’s Installed

The plugin installs six built-in custom fields to track underwriting conditions. These fields can be added to pipeline views or reports for quick access.

Customization

Administrators can create custom counters/fields to meet unique requirements.

To create custom counters:

Create a custom field using the format: CX.COND.CNT.UW.[Detail].
Open a loan and go to the Admin – Condition Counter Plugin form.
Click Manage Settings, then click the green + icon to add a rule.

4. Select the custom field, roles, and statuses.

5. Click Add, then Save.

To verify it’s working, add the field to a custom input form or include it in a pipeline view/report.

Note: The plugin only counts conditions for loans opened after installation of this tool. For older loans, manual updates may be needed.