Knowledge Base

Update-It is a time-saving tool designed to update loan fields in Encompass®. It enables users to make changes to a single loan or hundreds of loans at once. Rather than manually editing individual loan files, Update-It applies updates in bulk through the use of templates and dynamic logic.

This tool is especially beneficial for lenders who need to perform frequent or large-scale loan data updates efficiently and accurately.

Why Use Update-It?

Update-It provides several key advantages:

• Accelerates bulk updates to loan fields
  
• Supports dynamic logic using VB or C# scripting
  
• Filters loans based on customizable criteria
  
• Automates updates using scheduled runs
  
• Integrates with shared drives and external source files
  

Prerequisite

Before using Update-It, ensure the following requirements are met:

• The Encompass® SDK is installed and activated on the workstation 
  
• The installed SDK version matches the Encompass® version in use
  

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. Download Update It by clicking Download.

5. Open the downloaded ZIP file and run the Installer: UpdateIt360Installer

6. Follow the on-screen installation prompts.  Security warnings may require approval.

Using Update-It

After installation, Update-It can be launched from the PowerTools™ Dashboard. Select PowerTools™ Optimized from the left navigation bar, then click Update-It.

 Upon launch, a login screen will appear. Log in to continue.

The server must be entered in one of the following formats:

https://BExxxx.ea.elliemae.net$BExxxx  

OR

https://TEBExxxx.ea.elliemae.net$TEBExxxx

After logging in, five tabs are displayed. Configuration begins on the Templates tab.

Templates

Templates define how Update-It operates, including:

• Which loans are searched
  
• Which fields are updated
  
• What logic is applied (VB or C# scripts)
  
• Where source files are located
  

Creating a Template

1. Navigate to the Templates tab.
   
2. Click New.
   
3. Enter a name for the new template.
   
4. Use the Search Criteria tab to define the loans to target, including selecting the loan folders on the right.
   
5. Use the Selected Fields tab to choose the fields to update and apply any required custom logic.
   
6. Once the template is complete, move it to the Templates for Automation section on the Automation tab to run updates.
   

Updating Loans

Quick Update

Quick Update allows updates to be applied on a loan-by-loan basis using filters.

• Filters retrieve loans that meet specific criteria
  
• Updates are applied only to the selected loans
  

Example: Filter by field 1172 to identify conventional loans, then apply updates only to those loans.

To perform a Quick Update:

1. Highlight the loan(s) to be updated.
   
2. Click Update.
   
3. Select the desired Template.
   
4. Click OK.
   

Automation

Automation enables updates to run automatically on a defined schedule.

• Set execution intervals (e.g., every 10 minutes)
  
• Define a start time
  
• Automatically process files from a shared drive based on template rules
  

This option is ideal for continuous updates without manual intervention.

Tracking Activity

Logs

Each time a template runs, Update-It records the activity. The Logs tab allows users to:

• Review previous runs
  
• Identify which templates were executed
  
• Detect issues or errors
  

Installed Components

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

Custom Fields Created: