The Custom Title Bar tool enhances the Encompass® loan screen by replacing the default environment and Client ID with company-defined information, allowing administrators to display relevant loan data directly in the title bar. This customization improves workflow efficiency and accessibility by enabling users to view key loan details without navigating multiple forms. Using Encompass® field IDs and special fields such as LoanFolder, the tool ensures team members have quick access to critical information.

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 Custom Title Bar 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®.

 

Instructions for Use

  1. Open a loan and navigate to the Admin – Custom Encompass Title input form.A screenshot of a computer AI-generated content may be incorrect.
  2. The top section displays examples of formulas and their output for the current loan.A screenshot of a computer AI-generated content may be incorrect.
  3. In the lower section, edit the Custom Title Formula and the title shown when no loan is open. Use Encompass® field IDs enclosed in brackets (e.g., [FieldID]) or special fields. The result field updates in real-time.
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  4. Click Save Settings. A confirmation message will appear.

  5. When a loan is opened in Encompass® the title bar will now display the data configured in the settings. Note: For changes to Title Without Open Loan or major formula updates, logging out and back into Encompass® may be required.
  6. Additional controls in the lower right corner include:
    • Enable Title Override
    • Update Title When Fields Change
    • Update Title When Loan is Saved
    Use these settings carefully to avoid performance issues.

Installed Components

  • Form: Admin – Custom Encompass Title
  • Assembly: CustomEncompassTitleCodeBase
  • CDO: CustomEncompassTitlePluginSettings.xml, CustomTitleBarPluginLicenseKey.txt
  • Plugins: CustomEncompassTitlePlugin.dll

Custom Fields Created:

    Fields:

    Description

    Format/Type

    Max Length

    N/A