Plug-ins
Plug-Ins
Data & Document Extractor
"Data & Document Extractor allows users to export information from Encompass. While being able to control which personas and users have access to different functions users can export a group of loans, setup vendor ftp transfers, or even export eFolder documents for any loan types. Exporting information from Encompass is very simple. Download to selected folder, or upload any FTP/SFTP or HTTP
Bulk Importer
Bulk Importer allows users to enter or update Encompass fields on any specified loan. By adding the loan number in column A the user can then add the Encompass field to the header of any other row with the data for the loan to be imported.
MERs Registration
This solution will automate the procedures for registering loans to the MERS® system.
Adverse Action Complete Workflow
Add criteria for moving loans to the Adverse Actions folder. With the criteria this batch process will move loans on a schedule without having Encompass open. Meaning this can be run each night for the days loans. Server or machine to run the batch process is required.
Round Robin Role Assignment Based on Rules
The Round Robin Plug-in, imports all loan programs to the plugin and allows the user to select which loan program will be assigned to an underwriter. Once the program is assigned, the plugin will assign the loan program in a round robin format to the underwriters.
Log Milestone Completion Times in Business Hours
When milestones are completed in hour increments this plugin will maintain business hours when making the calculation for timing. Business Hours are 8a - 5p Monday - Friday.
Organizational Details/Update Fields Using Branch Description
Use the Encompass Organization Details in Settings to assign values to loans based on the ORGID on the loan. Example is to assign the Franchise, Team, and Sub-Team to a loan once the ORGID has been assigned to the loan. we have possibility to Auto assign Loans to Branch Managers & Regional Managers.
Notice of Assignment Form/Loan Assignment Manager
Auto generate all fields for Notice of Assignment when the investor is chosen. Implementation required to complete the config file for all investor information.
Report Scheduler
"Report Scheduler mimics the report engine in Encompass and uses the Windows Task Scheduler to generate Excel reports from Encompass on a schedule. Options available to save to network location, email to users, or FTP to vendors. Application requires a computer with Encompass and SDK installed.
Report Scheduler
"Report Scheduler mimics the report engine in Encompass and uses the Windows Task Scheduler to generate Excel reports from Encompass on a schedule. Options available to save to network location, email to users, or FTP to vendors. Application requires a computer with Encompass and SDK installed.
Loan NotiFIRE
"Ensure the delivery of steady and timely messages, keeping your customers, buyers, and creditors connected. Increase the effectiveness of internal communications by making more efficient use of staff time. Bridge process and gap work flow at any level of the company. Light footprint and can be installed on a shared or virtualized server. No programming experience is required to configure the application or emails.
Round Robin Role Assignment Based on Rules
The Round Robin Plug-in, imports all loan programs to the plugin and allows the user to select which loan program will be assigned to an underwriter. Once the program is assigned, the plugin will assign the loan program in a round robin format to the underwriters. Required: Plug n Play.
Log Milestone Completion Times in Business Hours
When milestones are completed in hour increments this plugin will maintain business hours when making the calculation for timing. Business Hours are 8a - 5p Monday - Friday. Required: Initial configuration is required for process, mostly plug n play
Organizational Details/Update Fields Using Branch Description
Use the Encompass Organization Details in Settings to assign values to loans based on the ORGID on the loan. Example is to assign the Franchise, Team, and Sub-Team to a loan once the ORGID has been assigned to the loan. we have possibility to Auto assign Loans to Branch Managers & Regional Managers. Required: Initial configuration is required for process, mostly plug n play.
Notice of Assignment Form/Loan Assignment Manager
Auto generate all fields for Notice of Assignment when the investor is chosen. Implementation required to complete the config file for all investor information. Required: Plug n play, configuration for extract based on requirements.
Report Scheduler
"Report Scheduler mimics the report engine in Encompass and uses the Windows Task Scheduler to generate Excel reports from Encompass on a schedule. Options available to save to network location, email to users, or FTP to vendors. Application requires a computer with Encompass and SDK installed. Required: Configuration for name of Encompass Reports, mostly plug n play."
Report Scheduler
"Report Scheduler mimics the report engine in Encompass and uses the Windows Task Scheduler to generate Excel reports from Encompass on a schedule. Options available to save to network location, email to users, or FTP to vendors. Application requires a computer with Encompass and SDK installed. Required: Configuration for name of Encompass Reports, mostly plug n play."
Loan NotiFIRE
"Ensure the delivery of steady and timely messages, keeping your customers, buyers, and creditors connected. Increase the effectiveness of internal communications by making more efficient use of staff time. Bridge process and gap work flow at any level of the company. Light footprint and can be installed on a shared or virtualized server. No programming experience is required to configure the application or emails. Required: Separate machine is required to run batch process if needed, Initial configuration is required for process, mostly plug n play."
Loan NotiFIRE Plus
"Everything from LoanNotifire plus SMS messaging. Required account for messaging service like Twillio or similar
Limiting Services
"Limit the Services list by user and/or persona. This allows users to easier navigate and also allows management to only give the team access to certain Services.
FHA Case Binder
"The ATI FHA Case Binder will package all docs needed for FHA & VA loans from the eFolder and send to HUD for processing. Implementation with ATI is required for eFolder setup and testing connection to HUD.
Fields Update Using XML
"Field Update plugin uses an xml file to handle criteria to update any field on the loan. Once the loan is saved and the criteria is met then field value will be updated.
Form Forward/Back Button & Form Search
"Works the same as a browser window. Open a loan in Encompass and this plugin will keep a history so user can go back and forward between forms. This also have feature to search, on any words in the form name or partial name search.
Property Address USPS Validation
"Type the property address on the loan (choose the form to trigger the plugin). Will use API to check the USPS website for an accurate address and update the fields with the correct address.
Save Event Designed to Handle Certain Use Cases (e.g. Folder Move)
"Folder Move plugin moves loans when saved meeting certain criteria on the loan. For example, automatically move a loan from Prospects to Pipeline based on any conditions.
Loan NotiFIRE Plus
"Everything from LoanNotifire plus SMS messaging. Required account for messaging service like Twillio or similar Required: Separate machine is required to run batch process if needed, Initial configuration is required for process, mostly plug n play."
Limiting Services
"Limit the Services list by user and/or persona. This allows users to easier navigate and also allows management to only give the team access to certain Services. Required: Plug n Play."
FHA Case Binder
"The ATI FHA Case Binder will package all docs needed for FHA & VA loans from the eFolder and send to HUD for processing. Implementation with ATI is required for eFolder setup and testing connection to HUD. Required: Configuration for document mapping and HUD Credentials for setup, mostly plug n play."
Fields Update Using XML
"Field Update plugin uses an xml file to handle criteria to update any field on the loan. Once the loan is saved and the criteria is met then field value will be updated. Required: Plug n play, required logic fields update."
Form Forward/Back Button & Form Search
"Works the same as a browser window. Open a loan in Encompass and this plugin will keep a history so user can go back and forward between forms. This also have feature to search, on any words in the form name or partial name search. Required: Plug n play."
Property Address USPS Validation
"Type the property address on the loan (choose the form to trigger the plugin). Will use API to check the USPS website for an accurate address and update the fields with the correct address. Required: Plug n play."
Save Event Designed to Handle Certain Use Cases (e.g. Folder Move)
"Folder Move plugin moves loans when saved meeting certain criteria on the loan. For example, automatically move a loan from Prospects to Pipeline based on any conditions. Required: Plug n play, required logic for file move."
Move Lock Confirm Doc to eFolder
"Customized per client, on locking a loan the Lock Confirm document is built with fields from the loan and saved to the proper eFolder designated in the config file.
Update HMDA Credit Score for Multiple Borrower Pairs
"Plugin captures the chosen credit score and source for the loan. Trigger on 1393 field; if not active loan then use the smallest credit score on the loan and save the source of the credit score along with the score.
Loan Status Update Form/Document for Agent Partners
"This plugin was customized specific for a client and builds a PDF report based on loan fields. Then saves the PDF to the eFolder with the correct name. In addition will send email to users on the loan.
Home Counseling Zip Code API
"Home Counseling Providers are added once the borrowers present address is added to the loan. Agencies are brought in via API from Consumer Finance government website.
PreQual Form
"State document required for Pre-Qualification. During implementation ATI will map the PDF document and upon trigger will populate the file asking for signature on the document and email to realtor(s) on the loan.
Move Lock Confirm Doc to eFolder
"Customized per client, on locking a loan the Lock Confirm document is built with fields from the loan and saved to the proper eFolder designated in the config file.
Knock Knock
"Knock knock , saves you from headache and frustration. If other user is working on a file and lock desk, UW or any other user need the file? They just knock knock the file. The user currently occupying the file receives a real time popup notifying them you're requesting access, as soon as the file becomes available you can open for editing, you receive a notification letting you know the file is able to be worked on, and a quick link to take you right to it. This tool is simple, effective communication and a time saver.
Custom Reports
"During implementation requirements are gathered by ATI PM and report is created by development. Now with the click of a button the report is generated and saved to the local machine running the report. Each report created using SQL statement from reporting database, Each report is sepeate plugin.
Move Lock Confirm Doc to eFolder
"Customized per client, on locking a loan the Lock Confirm document is built with fields from the loan and saved to the proper eFolder designated in the config file. Required: Initial configuration is required for process, mostly plug n play."
Update HMDA Credit Score for Multiple Borrower Pairs
"Plugin captures the chosen credit score and source for the loan. Trigger on 1393 field; if not active loan then use the smallest credit score on the loan and save the source of the credit score along with the score. Required: Initial configuration is required for process, mostly plug n play."
Loan Status Update Form/Document for Agent Partners
"This plugin was customized specific for a client and builds a PDF report based on loan fields. Then saves the PDF to the eFolder with the correct name. In addition will send email to users on the loan. Required: Initial configuration is required for process, mostly plug n play."
Home Counseling Zip Code API
"Home Counseling Providers are added once the borrowers present address is added to the loan. Agencies are brought in via API from Consumer Finance government website. Required: Plug n Play."
PreQual Form
"State document required for Pre-Qualification. During implementation ATI will map the PDF document and upon trigger will populate the file asking for signature on the document and email to realtor(s) on the loan. Required: Initial configuration is required for process, mostly plug n play."
Move Lock Confirm Doc to eFolder
"Customized per client, on locking a loan the Lock Confirm document is built with fields from the loan and saved to the proper eFolder designated in the config file. Required: Initial configuration is required for process, mostly plug n play."
Knock Knock
"Knock knock , saves you from headache and frustration. If other user is working on a file and lock desk, UW or any other user need the file? They just knock knock the file. The user currently occupying the file receives a real time popup notifying them you're requesting access, as soon as the file becomes available you can open for editing, you receive a notification letting you know the file is able to be worked on, and a quick link to take you right to it. This tool is simple, effective communication and a time saver. Required: Initial configuration is required for process, mostly plug n play."
Custom Reports
"During implementation requirements are gathered by ATI PM and report is created by development. Now with the click of a button the report is generated and saved to the local machine running the report. Each report created using SQL statement from reporting database, Each report is sepeate plugin. Required: This is not plug & play, required information from client."