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09/20/2021

Major Updates 🚀​

Comments​

  • Input Form Automator : Automate Applying Input Form sets based on persona, milestone, loan type, user, etc
  • Email Trigger Automator : Use a client to run automated emails.
  • Task Automator using Blocking Queue : Task Automation that enables rapid creation of automation.
  • Home Counseling Automator : Automate first 10 Home Counselors on FE Zip code change.
  • Open Input Forms in Separate non Dialog windows : Open Encompass Input Form inside Windows form non dialog.
  • Open eFolder Documents : Set custom field CX.OPENDOCUMENT to the name of a Document bucket to open the Document directly.
  • Sort Alerts : Sorts Alerts on loan open alphabetically.
  • Navigation Buttons : Navigate back and forth between previously clicked input forms
  • Disable Services : Disable all or some services.
  • Doorbell : Request access to user who locked loan and receive notification when they are out of the loan.
  • Settings Grid Search : Adds a Textbox to search any Setting Tree Node with a GridView.
  • Loan Folder Loan Count : Counts the number of loans per folder in the Loan Folder Setting node.
  • Lock Business Rules over multiple instances : POC to lock business rules over instances.
  • VIP Loans : Remove all loans from pipeline if user isn't a member of VIP User Group.
  • Open Loans Read Only : Add option to Pipeline Context Menu to open a loan in read only mode.
  • Savable Pipeline Advanced Searches : Save advanced search criteria per pipeline view for User Customizable Pipeline Views.
  • Pipeline Recolor : Color pipeline based on rules.
  • Pipeline Loan Reassignment : Moved the Loan Reassignment tool from Settings to the Pipeline Context Menu so you can select applicable loans in the Pipeline.
  • Show FieldIDs when searching pipeline columns : When customizing Pipeline View Columns, add a column that shows the corresponding FieldIDs
  • Impersonate another user: Impersonate another user lower on the hierarchy level and return to your rights.
  • Extract all settings from Encompass : Extract settings that aren't exportable such as Password Management for services.
  • Customizable Loan Side Menu: Static collapsable menu that can hold any user control, dynamic load based on persona.
  • AND MORE