Creating Custom Views

When viewing loans on the Pipeline tab, documents and conditions in the eFolder, contacts on the Contacts tab, or trades and contracts on the Trades tab, you can control the information that is displayed and how it is displayed. You can then save the configuration as a new view and apply the criteria to the data at any time.

Customization Options

ClosedAdd or Remove columns

  1. Right-click a column header, and then click Customize Columns.

  2. To remove a column, clear the corresponding checkbox.

  3. To add a column, select the corresponding checkbox.

  4. Click OK.

ClosedChange the column order

Click and then drag a column to the desired location.

-OR-

  1. Right-click a column header, and then click Customize Columns.

  2. On the Customize Columns window, select a column name in the list.

  3. Click the up arrow or down arrow in the upper-right corner to move the column up or down in the list.

    The column at the top of the list displays on the far left of the table. The remaining columns display from left to right according to their list order.

  4. Click OK.

ClosedSorting the data

  1. Click a column header to display data in ascending order based on the information in the column.

  2. Alternately click the header to sort the data in descending or ascending order.

    Example: On the Pipeline, click the Loan Amount column to display loans with the lowest amounts at the top of the Pipeline and loans with the highest amounts at the bottom. Click the header again to display the highest amounts at the top.

     You can sort loans based on two levels of loan data. For example, on the Pipeline you can sort loans based on the loan amount and the last finished milestone. First, click the Loan Amount column header to sort by ascending loan amount. Then, click the Last Finished Milestone column header. The loans are sorted by last finished milestone, and the loans within each milestone group are sorted in ascending order by loan amount.

ClosedApply search filters

ClosedPerform a Simple Search 

Use Blank Fields

  1. Type all or part of a term you want to search for into a field above a column.

    • You can type text or numerals into a field.

    • Type data in one or more fields to search using multiple terms.

    • Click the operator to select an operator from the list , and then enter a numeral (when applicable). For example, >= 25,000 (greater than or equal to 25,000).

  2. Click anywhere on the Pipeline below the column fields.

    • Or press Enter.

      Loans containing the search term are displayed.

Use Fields with dropdown Lists

  • Select an option from a column field's dropdown list.

    Loans containing the selected option are displayed.

  • You can select options from one or more dropdown lists to search using multiple terms.

     You can also search for loans by typing search terms in one or more blank fields and then selecting options from one or more field dropdown lists.

ClosedPerform an Advanced Search (Pipeline and Contacts only)

Use the Advanced Search option to create your own search criteria.

  1. Click the Advanced Search button to open the Advanced Search (or the Contact Advanced Search Dialog) window.

  2. Click the New icon.

    Use the New icon to insert a filter at the bottom of the list. To insert a filter above a selected filter, select a filter, click Insert, and then define the new filter as described below.

  3. On the Add/Edit Search Filter window, click the Find icon.

  4. On the Select Field window, double-click to select a field from the list.

    • Or, type one or more characters and click Find. The first occurrence of the characters in any column is found.

  5. Select an Operator, enter (or select) a Value, and then click OK.

    • The Operator and Value define how the field will be used to search for loans. For example: Field ID= 1109 (Loan Amount), Operator = Greater than, Value = 250000.

  6. Repeat steps 1 through 5 to add more filters.

  7. You can use parentheses to control the order in which multiple filters are evaluated. Click Parentheses, select the filters to group, click the New icon, and then click OK.

  8. Click Apply.

ClosedWorking with Filters

  • To switch the qualifier (Joint) between multiple filters, click AND/OR.

  • To view filters in a statement format, click View Filter.

  • To edit a filter, click the Edit icon , make required changes, and then click OK.

  • To delete a selected filter, click the Delete icon , and then click Yes in response to the confirmation message.

ClosedSelect All Loans or My Loans (Pipeline only)

  • From the View dropdown list, select My Loans to display only loans where you are a loan team member.

  • From the View dropdown list, select All Loans to display all loans that you have permission to view.

ClosedSelect Loan Folders (Pipeline only)

  • From the Loan Folder dropdown list, select one or more loan folders. Loans in the selected folder or folders will display in the Pipline.

    • Select the <All Folders> or <Select All Active Folders> options to display all loans or all loans in active folders in the Pipeline.

    • Loan alert details are not provided in the Pipeline when multiple loan folders are selected (or when <All Folders> or <Select All Active Folders> is selected) to help ensure optimum Pipeline performance.

ClosedSelect Internal Organization or TPO (Pipeline)

  • From the Company dropdown list, select Internal Organization to view loans that are originated in Encompass and loans imported from TPO companies.

  • From the Company dropdown list, select TPO to view TPO loans that are assigned to you or members of your team who report to you. This applies only to Primary Sales Reps /AEs and TPO Managers to whom the Sales Reps report.

    TPO loan assignments to Primary Sales Reps are based on the TPO Company ID and TPO Branch ID.

Save the View

After changing the columns, sorting the data, applying search criteria, or selecting All Loans or My Loans (where applicable), you can save the new configuration as a new custom view. After you save a view, you can select it at any time to apply the criteria to your loan, documents, conditions, or contact data.

  1. After you have set up the data to your specifications, click the Save icon.

  2. Select Save as.

    The Update the current view option is available only for custom views. You cannot save or update a standard view.

  3. Type the name of the view.

  4. Clear the Set as my default view checkbox if you do not want this view to be the default view that displays when you log in to Encompass and view the tab.

  5. Click Save.

    You will not be prompted to save your changes when you log out. If you log out without saving your changes, your data will return to its previous configuration when you log back in.