Knowledge Base

The UW Conditions with Fields plugin in Lender Toolkit's PowerTools™ ensures that any condition containing FieldIDs in its description automatically updates with current loan data. Updates can occur through field triggers or by allowing Underwriters to manually refresh conditions using the plugin’s custom fields.

Administrators can also place these custom fields on Underwriter input forms, enabling Underwriters to confirm—simply by checking a box before exiting a loan—that all conditions reflect the latest loan changes

Benefits

• Increased Accuracy - Automatically recalculated conditions ensure that any data‑driven descriptions always reflect the most current information from the loan file.
  
• Improved Underwriter Efficiency - Underwriters spend less time revisiting and editing conditions, enabling them to focus on high‑value loan evaluation tasks.
  
• Reduced Risk of Errors - With automated updates, there is less chance that outdated details will be communicated to Processors or other team members.
  
• Flexible Configuration - Administrators can trigger updates through field events or allow Underwriters to manually initiate recalculations using custom input forms.
  
• Enhanced Condition Detail - Because data refreshes automatically, Administrators can confidently include more descriptive, loan‑specific information in conditions.
  

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 Optimized or Enterprise Tier.

3. Click Settings > PowerTools™ Optimized tab.

4. Turn on the UW Conditions Fields 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. After installation, the plugin operates automatically using two new custom fields:
   
• CX.USCONDFIELDS.RECALCONE
  
• CX.UWCONDFIELDS.RECALCALL
  
2. These fields control how and when conditions are recalculated. When a value is applied to one of these fields, any condition containing FieldIDs in its description will automatically refresh and replace those FieldIDs with the current data from the loan file.
   

For example, a Field Trigger business rule may set RecalcOne to a condition’s name whenever an Underwriter modifies a related loan field. This will automatically update that specific condition.

Alternatively, by placing these fields on a custom Underwriter input form, Underwriters can choose when to recalculate condition descriptions. (If desired, RecalcOne can be configured as a dropdown listing all condition titles for easier selection. Lender Toolkit can assist with configuring this option.)

Installed Components

• Custom Form: Admin – UW Conditions with Fields Plugin
  
• Codebase Assemblies: UWConditionsWithFieldsCodeBase
  
• Custom Data Objects: UWConditionsWithFieldsPluginLicenseKey.txt, UWConditionsWithFieldsPluginSettings.txt
  
• Plugins: UWConditionsWithFieldsPlugin.dll
  

Custom Fields Created: