Document Lookup Tool
Version: - Released 4/25/24
  • Updates to correct issue with Encompass freezing when tool enabled in version 24-1.
PowerTools Core
Version: - Released 4/17/24
  • Updates to correct email address in certain error messages.
  • Removed “Custom Screens” menu tab. No longer an offered feature.
  • Added version numbers to the Settings tabs.
Code Wizard
Version: - Released 4/17/24
  • Corrected the Find Field function when editing code.
FFIEC Lookup
Version: 2023.8.1.1
 - Released 4/17/2024
  • Improved Zip Code search used in the FFIEC Tool.
    Version number not updated
Template Field Trigger
Version: - Released 4/17/24
  • Disabled Append/Overwrite option for template types where overwrite in not applicable.
Code Wizard
Version: - Released 4/3/24
  • Corrected issue introduced with the 24.1 release of Encompass.
Loan Bugger Pro
Version: - Released 3/21/24
  • Corrected the display of Trigger Rule execution in the PowerTool.
Loan Comparison
Version: - Released 2/22/24
  • Corrected the display of the "Ignore Borrower Pairs" checkbox.
  • Corrected the ability to edit the current value of certain fields in the Tool's form.
BizRule Analyzer - Web
Version: 12.12.1 - Originally Released 12/14/23, access updated 2/22/24
  • The new, web-style, version of the BizRule Analyzer is now available for all paid PowerTool subscribers.
Home Counseling
Version: - Released 1/25/24
  • If the borrower's current address is indicated as a foreign address, the tool will search for counseling agencies using the subject property address.
BizRule Analyzer - Web
Version: 12.12.1 - Released 12/14/23
  • A new, web-style, version of the BizRule Analyzer has been completely redesigned in an easy to navigate web style form.
Loan Debugger Pro
Version: - Released 12/14/23
  • A previous change to the Encompass® SDK had required us to disable the Loan Debugger Pro, but now Expert or Optimized Tier subscribers can reenabled Loan Debugger.
Loan Comparison
Version: - Released 12/14/23
  • Access to the Admin Settings section of the Loan Comparison PowerTool™ is supposed to be limited to users with the Super Administrator persona.
MERS Registration
Version: - Released 12/14/23
  • The MERS Registration tool has been updated to correct an issue where the response field was not being correctly populated if the registration attempt was not successful.
Input Form Set
Version: - Released 12/14/23
  • An issue was resolved in the Input Form Set PowerTool™ where changes made to rule filters were not saved correctly.
PowerTools Core
Version: - Released 12/14/23
  • The PowerTool™ Core component is being updated to improve the overall performance of our PowerTools™.
Home Counseling
Version: - Released 10/19/2023
  • Certain addresses not retuning the required Agency names and addresses.
MERS Automation
Version: - Released 10/19/2023
  • Corrected fields that are not being updated.
AutoPrint to eFolder
Version: - Released 10/19/2023
  • Issue with printing versions of the 2020 URLA resolved.
Loan Comparison
Version: 23.8.1 - Released 08/03/2023
  • The Tool was updated to evaluate the Comparison Indicators on loan open. This ensures that changes are tracked based on updates from external integrations, such as rate lock events.
FFIEC Lookup
 - Released 08/03/2023
  • The API that searches the census database was updated to ensure that the correct property address data is used in the search.
Form Navigation
Version: - Released 06/22/2023
  • Update to correct issues that were occurring in larger Encompass® environments. 
Activity Log
- Released 06/22/2023
  • Improvements to the form that displays and manages the Activity Log files.
Auto Print to eFolder
- Released 06/22/2023
  • Updated the eFolder output file type to be the standard Encompass® image format.
PowerTools™ Core
Version - Released 05/18/2023
  • Update to the PowerTools™ core management system
Auto-Assign (Lite)
Version - Released 05/18/2023
  • Rule setting fix
PowerTools™ Core
Version - Released 05/11/2023
  • Update to the PowerTools™ core management system
PowerTools™ Core
Version - Released 05/04/2023
  • Update to the PowerTools™ core management system
Version - Released 05/04/2023
  • Issue with FFIEC website resolved
PowerTools™ Core
Version - Released 04/06/2023
  • Internal code update related to moving to .NET 4.8
Version - Released 04/06/2023
  • Update to correct error message when loans are opened from Dashboards
Version - Released 03/23/2023
  • Bug fixes and enhancements
Version - Released 03/23/2023
  • Bug fixes and enhancements
Version - Released 03/09/2023
  • Update to correct error message when loans are opened from Dashboards.
Form Navigation
Version – Released 02/16/2023
  • Duplicate entries are no longer created in the dropdown feature.
Loan Comparison Tool
Version – Released 02/16/2023
  • Added the timestamp of when the scenario snapshot data was last updated. Updated the trigger method for scenarios based on rate lock confirmation.
Version – Released 02/16/2023
  • Corrected issue where button placement is affected when Encompass is not full screen. Added feature where notifications can be excluded based on user, persona, or group.
PowerTools Core - Admin Utilities
Version – Released 02/16/2023
  • Update to improve the Template Export data files.
USPS Verification - Bug Fix
Version – Released 02/07/2023
  • Fixed issue with Validation Update message box.
USPS Verification - Bug Fix
Version – Released 02/02/2023
  • Fixed issue with default stacking template being reset on config screen load.
MERS Automation - Update
Version – Released 02/02/2023
  • Plugin has been updated to accept both full and abbreviated street addresses and to use value from the loan in the MERS response.
FFIEC - Bug Fix
Version 2023.2.1.1 – Released 02/02/2023
  • Identified and fixed typos related to FFIEC census data for 2020.
Key Date Automation -  Initial Release
Image Placeholder

Loan Comparison Tool -  Bug Fix
Version – Released 01/26/2023
  • Resolved issue with loan comparison error fields not clearing Alerts
FFIEC - Bug Fix
Version – Released 01/11/2023
  • Identified and fixed bug related to FFIEC data for 2023.
PowerTools Core - Bug Fix
Version - Released on 01/5/2023
  • Resolved issue with the SMTP port not saving.
Loan Comparison Tool -  Bug Fix
Version – Released 12/22/2022
  • Correction to field comparisons to ensure scenario column is properly validated.
PowerTools Core - Enhancement
Version - Released on 12/2/2022
  • Minor enhancement to improve PowerTools subscription management.
Locksmith - Bug Fix
Version - Released 12/1/2022
  • To avoid issues of the Locksmith button potentially overlapping other buttons we have changed its location on the pipeline toolbars. Image Placeholder
Home Counselor - Bug Fix
Version - Released 12/1/2022
  • Resolved an issue that was preventing address lookups from working when using Zip +4.
USPS - Bug Fix
Version - Released 12/1/2022
  • Resolved an issue when using different URLA types.
PowerTools Core - Bug Fixes
Version - Released 11/10/2022
  • The Input Form Set plugin now correctly identifies identically named templates between folders.
MERS Automation Plugin - Bug Fixes
Version - Released 11/10/2022
  • An issue identified with occupancy has been resolved.
Document Access Control - Bug Fix
Version - Released 11/02/2022
  • Fixed duplicate key error being experienced by some users.
PowerTools Core
Version - Released on 10/20/2022
  • Corrected an issue that was sometimes causing PowerTools to incorrectly show that product updates were available.
Version - Released on 10/13/2022
  • Added additional triggers to ensure visibility of Locksmith button on pipeline view.
eDisclosure Automation is now Simple eDisclosures
Version - Released on 10/13/2022
  • Updated form name and labels on form.
PowerTools Core
Version - Released on 10/13/2022
  • Updated labels for the rebranding of eDisclosure Automation to Simple eDisclosures.
  • Fixed issue with Current User Plugin

PowerTools Core - Bug Fixes
Version - Released 09/15/2022
  • Corrected issue where editing a field in a rule would cause duplicate fields to be created.

Loan Comparison Tool
Version – Released 09/15/2022
  • Added a "Confirm All" button that will confirm all changes to columns for that scenario.
  • Added the ability to pick a custom color to highlight changes.

USPS Verification
Version – Released 09/15/2022
  • Added access to trigger the logic to run from outside the form with [CX.LT.USPS.RUN] = "Y"

PowerTools Core - Bug Fixes
Version - Released 09/08/2022
  • Fixed issues with the CSV Importer and Input Form Set Management tools.

PowerTools Core - Major Release
Version - Released 09/01/2022
  • Improved overall internal workings and reduce plugin load time by over 80%.
  • Improved design will also reduce the number of external calls to CDOs.
  • Corrected issue with Current User fields when user is in limited access mode.
  • Corrected issue with progress bar when clicking “Check for product updates".
  • Improved logging efficiency and accuracy.
  • Redesigned structure to prepare for future web based products.

FEMA Disaster Search - Hot Fix
Version – Released 09/01/2022
  • Improved process for exporting PDF results to eFolder for speed and accuracy. 
  • Name of report updated in eFolder.
  • Improved error handling and visibility to the end user.

FEMA Disaster Search
Version – Released 08/25/2022
  • The plugin has been updated to use a new API using ZIP code to acquire the FIPS county code for more accurate results.
  • Admin Settings have been added to the form to allow for the renaming of the efolder document that the results will be uploaded to.  We have also added the option to turn off the pdf upload.

Activity Log
Version – Released 08/05/2022
  • It has been updated to archive existing activity log files in the CDO into a single zipped file. It has also been updated to create and use one log file per a quarter moving forward.

FEMA Disaster Search
Version – Released 07/27/2022
  • The plugin has been updated to correctly format parameters as required for recent changes FEMA made to their API's.

Loan Comparison Tool
Version – Released 07/21/2022
  • The tool has been updated to fix the placement of the Confirm Changes button.

USPS Verification
Version – Released 07/14/2022
  • USPS has been updated to allow for a Super Admin to choose where the USPS receipt is stored in the eFolder. This setting can be found on the form in the Admin settings. 

FEMA Disaster Tool
Version – Released 07/14/2022
  • The plugin has been updated to ensure better compatibility with changes made to the FEMA API.

FFIEC Lookup
Version – Released 07/14/2022
  • The FFIEC form has been updated to pull all available values from the FFIEC API.  The form has also been updated to include a table of this data.

Home Counselor Plugin
Version - Released 06/27/2022
  • Hotfix to HUD calls

USPS Plugin
Version - Released 05/16/2022
  • Bug fix for error presenting due to no selection being made in the new admin settings.  If no option selected, by default 9 digits is used for the zip code.

Loan Folder Move
Version - Released 05/12/2022
  • Updated code to be agnostic to Persona access to loan folders.

Conversation Log
Version - Released 05/12/2022 
  • Minor Bug Fixes
  • Refactored to remove dependencies on ICE libraries

USPS Plugin
Version - Released 05/12/2022
  • Form and codebase have been updated to allow users to choose between five and nine digits for the zip code.  These settings are only accessible to a Super admin on the form.

FEMA Plugin
 Version - Released 05/12/2022
  • Corrected bug that where the plugin would not find currently active Disasters
Loan Comparison
VERSION Major Update - Released 04/21/2022 
  • The form has been overhauled for speed as well as better handling of multiple scenarios and columns.  
  • Flag Field logic has updated to properly update when the scenarios filters have been met

FFIEC Plugin
Version Update - Released 04/07/2022
  • Updated code to match Location data to Census data when it is not available for the current year
  • added MSA estimated income to form.

MERS Automation
VERSION UPDATE - Released 04/07/2022  
  •     Bug Fixes, Performance enhancements
  •     Removed unused functions
  •     Updated Address Parsing Engine: Only street address (Field 11) is parsed and will not alter/change data in any way.
  • Per your company policy, you may need to whitelist the following domain:

VERSION UPDATE - Released 03/24/2022
  • Updated Email settings to use SMTP settings if available.
  • Dynamically locates button to not overlap other features

MERS Automation
VERSION UPDATE - Released 03/24/2022
  • Updated Registration to include _StreetType designator
  • Address Parsing Engine updated to correctly breakout directional points, street name, and street type now map; now being sent to MERS and registering correctly.
FFIEC Plugin
VERSION 2022.3.1.0 UPDATE - Released 03/18/2022
  • Now will use previous year’s census and geo data if current year is unavailable.
  • Address validation added
VERSION UPDATE - Released 03/03/2022
  • Update to include list of 2022 USPS street Suffixes
FEMA Plugin
VERSION UPDATE - Released 02/25/2022
  • An update was made to always produce a document in the efolder regardless of recent disasters.
Loan Comparison Tool
VERSION 21.5.114 UPDATE - Released 02/07/2022
  • An issue was resolved with Custom fields flags not updating correctly when the changes were cleared.  This has now been resolved.
VERSION UPDATE - Released 11/29/2021
  • Plugin was no longer visible in newer version of Encompass. This update fixed that.
VERSION Major Release - Released 8/8/2021
  • Security and technical patches that will make PowerTools fail gracefully behind the scenes if a server goes offline. It will now not have any impact on your operations.
  • Email server and settings patches - You can now save SMTP server settings properly in PowerTools and plugins that send emails will use those settings.
  • Loan closing counts that are sent to LTK for billing purposes on the upper tiers has been fixed to be more flexible with what fields your company uses to determine Funding counts.
  • LTK USPS Plugin - Added the ability to only have the 5 digit zip code returned or the 9 digit zip code returned. Requires updating USPS and a USPS settings file.
  • PowerTools Core - Fixed UI dimension issue
  • PowerTools Core - Fixed update product dialogue so it will only appear once when there is an update and not every time you open PowerTools.
  • Update volume calculations for Enterprise clients
VERSION Major Release - Released 6/12/2021
  • LTK AutoPrint Plugin is finally here and is part of the Optimized Tier! Setup business rules to automatically print any standard or custom Encompass form to the eFolder!
  • FEMA Plugin - FEMA recently updated their API that caused it not to work for some Encompass users. LTK decided to proxy the FEMA API so the plugin would still work for everyone.
  • FEMA Plugin - Added feature where form will not print to eFolder if it has already been printed and there aren't any new results.
  • FEMA Plugin - We now check to make sure your company has the correct permissions to add to the FEMA results to the eFolder.
  • USPS  Plugin - We now check to make sure your company has the correct permissions to add to the eFolder
VERSION Minor Release - Released 4/28/2021

  • AutoAssign Lite - The priority of rules has been optimized.
  • PowerTools Core - Minor UI additions
  • PowerTools Core - Improved loading speed
  • PowerTools Core - Updated Copy on Popup Messages
  • PowerTools Core - Added Release Notes link to Help menu
  • PowerTools Core - Suppressed popup messages for "behind the scenes" user accounts.
VERSION - Released 4/5/2021

  • Added New Product: AutoAssign Light to Expert Tier
  • Added URLA Fields to Products
  • Added Zipcode Location API
  • UI Enhancements
  • Expanded MERS Automation to support subservicers
  • Expanded USPS Plugin to include additional fields in the PDF
  • Updated Loan Monitor so you can limit who sees it
  • PowerTools menu placement optimized
  • Updated Admin Utilities so illegal characters in data templates won't cause the templates to not export
  • Expanded documentation of tools to show what custom dependencies are added to Encompass (custom fields, CDOs, input forms, etc)
  • USPS Tool - Added functionality for 2020 URLA fields. Prior version did not support 2020 URLA fields. Applications marked as 2020 URLA will map the street address to URLA.X73-URLA.X75.
  • USPS Tool - Added plugin. The new plugin will run address validation based on a change to a new custom field, CX.LT.USPS.RUN. 
  • USPS Tool - Fixed bug that capitalized compass coordinates inside words (Example: Switzer Way would be outputted as SWitzer Way because it thinks SW is "Southwest". This no longer happens)

VERSION - Released 1/3/2021

  • Added New Product: Locksmith to Expert Tier
  • Added New Product: Loan Comparison Tool to Optimized Tier
  • Fixed bug that made registration form disappear when it didn't get filled out
  • Updated the USPS plugin to include all 9 characters of a zip code
  • Added Enterprise tier

VERSION - Released 11/1/2020
  • 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
VERSION - Released 8/4/2020
  • Contract level will now check each time a super admin logins
VERSION - Released 7/18/2020

  • 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

VERSION - Released 7/2/2020

  • 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 format.
  • Rebranded interface and logging to "PowerTools"
  • Fixed "Hide Power Tools from Non-Admin" setting from not staying checked
  • Fixed "Show Debug Log" setting from not staying checked
  • Optimized product updates
  • Optimized licensing validation checks
  • Decreased popup alert messages
  • Added progress bar during updates
  • 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 found.
  • 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 individual PowerTools
  • Added check for updates buttons to admin settings
  • Fixed bug causing the Ready for Shipping button to direct to the FieldExplorerPro input form
  • 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 update.
  • Encompass API Mode has been added – activate this in the settings and products that have an API integration will use that instead of the SDK.
  • 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