The Input Form Sets Tool is designed to simplify and streamline the loan processing experience in Encompass®. By automatically assigning the most relevant input form templates based on loan details and user roles, this tool eliminates the need for manual form switching. It ensures that every user sees the right forms at the right time, improving efficiency and accuracy across the workflow.

Benefits

  • Time Savings: No more searching or manually changing forms—everything appears automatically.
  • Personalized Experience: Forms are tailored to the user’s role, persona, and loan data.
  • Consistency and Accuracy: Reduces errors and ensures uniform processes across the team.

 

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 Input Form Sets 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®.

 

How to Use It

1. Create Your Templates
  • In Encompass® Settings, create the Input Form Sets that will be assigned users.
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2. Open the Tool
     ·  Launch the LTK PowerTools™ Dashboard.
     ·  Click PowerTools™ Free and then click Input Form Sets.


3.  Add a New Assignment
       ·  Click + Add.


·  Enter a clear name for the rule that describes who it applies to and when it should trigger.

4.  Configure the Rule
        ·  Select the Input Form Set Template to apply.
        ·  Set the rule to Active (or deactivate it anytime).
        ·   Assign a Priority # to control rule order:
             ·  Lower numbers run first.
             ·   Use a high number (e.g., 99) for fallback/default rules.
5.  Define the Criteria 
     Rules can be based on:
       ·  Field ID (any loan field)
       ·  Persona
       ·   Role
       ·   User ID
     For each condition:
       ·  Select the type (e.g., Field ID or Role)
       ·   Choose the value (e.g., Loan Purpose = Purchase)
       ·   Define how the value should be compared (equals, contains, etc.)
     The more precise the criteria, the more accurate the form assignment will be.

Examples:

       

       

       

      Installed Components

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

      Custom Fields Created:

      Fields:

      Description

      Format/Type

      Max Length

      N/A