- Setup which folder you want to sum loans together for counts in the settings so you'll have custom defined statistics on your dashboard
- Made the FEMA plugin free
- Fixed the Audit log duplicates
- Bug Fixes around contracts and individual licensing
- Update Home Counseling Plugin to work better in remote areas
- Added eDisclosure Button and Help Docs
- Contract level will now check each time a super admin logins
- Fixed problem where "Encompass->LTK PowerTools..." would not appear if you had another third party product installed
- Added eDisclosure Automation Plugin to Optimized Tier
- Updates will now apply to anyone, no matter their contractual tier level
- Added Loan Comparison Tool in Optimized Tier
- Added FEMA Disaster Search Tool to Optimized Tier
- Added USPS Address Validation to Free Tier
- Added Audit Log Tool to Expert Tier
- Added Loan Debugger Pro to Expert Tier
- Removed original Loan Debugger
- Removed Audit Field tool in lieu of the Audit Log tool
- Added Mace Innovations as an official partner
- Added your contract tier as the subtitle
- Added link to help docs for loan folder mover so you can see how to write business rules around it
- Added more advanced access permissions in the settings so you can set what user or persona has access to PowerTools.
- If a user does not have access to Power Tools and you have Loan Debugger or Loan Monitor turned on, the directories used by these tools will not auto-create, and thus they will not see them.
- The packages screen was redone to better reflect our package tiers.
- A support button was added to the header.
- Updates will only apply if you are within the correct contractual tier and your contract has not expired.
- Updated Admin Utilities plugin so when you export Fee Management Report (Mavent), it will include Section PC and the UCD Mapped Name.
- Fixed loan counts on dashboard so it will include every folder with the name "Prospect" in it (for prospect counts), every folder that contains the word "Pipeline" for Pipeline counts, and every folder that contains the word "Complete" for the Completed count. Previously it only counted the first folder. Note: It will only show the counts that the current user has access to.
- Patched the Custom Actions plugin so it will work with Encompass 20.1
- Fixed Home Counselor tool so it doesn't product an error when the PowerTools settings file is missing.
- Critical Update: Updated Custom Actions plugin so it will work in Encompass 20.1. Note: You must update this plugin if you have it or you may receive errors when you save your loan in Encompass 20.1.
- Suppressed non-critical popups and added them to the log instead
- Added Basic BI numbers to dashboard
- Made logging more verbose
- Made log exportable as either a text file, CSV file, or Excel file
- Added help menu
- Added Append-It
- Added Update-It
- Added Template Field Trigger plugin
- Updated Code Wizard to work with new version of Encompass
- Updated Biz Rule Analyzer to work with new version of Encompass
- Updated UI
- FFIEC Form - Updated layout and how it receives information.
- Home Counselor plugin - Updated agency types that are queries and it will now spell out the services and languages for each agency instead of using abbreviations.
- Critical update - when products get turned "OFF", the dependencies related to that product will be removed from your Encompass system. NOTE: If you have turned a product ON and then turned it OFF in the past, the product dependencies will still be in your system. It is recommended an admin go into the PowerTools settings and turn those products back on and then back off again to ensure all dependencies get removed.
- Help Links update
- Support email updated
- Support docs have been updated
- Loan Folder Mover has been updated with some fixes if loan files won't move for some users.
- MERS Automation - You can now install the MERS Automation plugin directly from PowerTools
- MERS Automation - Plugin now supports registering to multiple MERS ORG IDs
- Plugin files that require a settings file will now have the file installed automatically and users will no longer get the popup error that says "Settings file missing"
- Link to help documents added to main menu
- Support email address added to main menu
- Minor UI fixes
- Added "Export Data Templates" to Admin
Utilities. This will export the fields
ID's used in each data template in CSV
- Rebranded interface and logging to
- Fixed "Hide Power Tools from
Non-Admin" setting from not staying
- Fixed "Show Debug Log" setting from
not staying checked
- Optimized product updates
- Optimized licensing validation
- Decreased popup alert messages
- Added progress bar during
- Home Counseling - Improved Home Counseling plugin to
expand search when less than 10
results are found, starting at a 50
mile radius and increasing by 50 miles
each time less than 10 results are
- Loan Folder Mover - Added a fail safe if the loan doesn't move on loan close, it will try again on loan open. Note: some users have reported the loan not moving. This happens on large loan files if any data is dropped during the move.
- Fixed license registration issue with some
- Added check for updates buttons to admin
- Fixed bug causing the Ready for Shipping
button to direct to the FieldExplorerPro
- Added input validation to API Settings
- Added dialog prompting user to save or
discard changes to admin settings
- Added link to view release notes
- Synced installed version of ToolShed and
PowerTool products to database
- Major UI changes
- Added PowerTools
- Added PowerTool Tiers
- Custom Actions Power
Tool added – trigger business rules to run
off loan open, loan save, and
loan close by using CX.LOAN.SAVE,
CX.LOAN.OPEN, and CX.LOAN.CLOSE as trigger
fields (requires Custom Actions Power Tool
in the Expert tier to be enabled)
- License validation
caching – once licenses are validated,
they are cached for 1 day so
validation requests don’t go out for each
user all the time.
- Individual product
updates – The version of each PowerTool is
now checked when the licenses
are validated and if there is a new
version of any tool, super admins are
asked if they would like to deploy the
- Encompass API Mode has
been added – activate this in the settings
and products that have an API
integration will use that instead of the
- Improved speed – common processes
are now handled asynchronously.
- Popup messages no longer display to all
users when an update is available. Super
admins will be the only users
receiving the popup messages.
- Minor bug fixes