Encompass 21.4 Release Notes - Banker Edition
Encompass 21.4 Major Release
(Version 21.4.0.0/21.4.0.1 Server Patch 1)
These are the release notes for the Encompass 21.4 Major Release. They include a high-level overview of new features, feature and form enhancements, and fixed issues, followed by more detailed information and instructions where appropriate.
These release notes also provide information about an update (21.4.0.1 Server Patch 1) to the 21.4 release that was added to address issues discovered during testing and to describe feature enhancements for year-end updates from government entities.
Refer to the online help and the Guides & Documents page for additional information and related documents.
This Encompass 21.4 Major Release will be applied to your users' computers automatically and cannot be controlled manually via the Encompass Version Manager tool. Users will receive the update upon their initial log in of Encompass following the release.
Please refer to the Major Release announcement you received from ICE Mortgage Technology for the planned release date.
Additional Resources:
Release Notes by Persona: Release Notes customized for your persona
View the Encompass Administrator Checklist for 21.4 Major Release
What's in This Release
Highlights of this release include the following:
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Update to Windows Support - Windows 11 (Build 22471.1000)
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HELOC Loans Updates - Updates have been made in the method used to set the starting date for the minimum, maximum, FL, and historical schedules included in HELOC loan disclosures. Updates have also been made to ensure that the Send Initial Disclosures alert is not triggered for HELOC loans.
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Automated Calculation of Present Housing Expenses - Automated calculations have been implemented to ensure that Encompass uses the same logic as Fannie Mae Desktop Underwriter (DU) when determining the borrower and co-borrower combined present housing expenses for Rent (field ID 119), 1st Mortgage (field ID 120), and R.E. Taxes (field ID 123).
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New Use for UCD Export Indicator Added to Disclosure Tracking Tool - A new Use for UCD Export indicator is now provided in the Disclosure Tracking Tool to enable users who send UCD (Uniform Closing Dataset) files to Fannie Mae or Freddie Mac to indicate the CD (Closing Disclosure) to send.
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Attention Encompass Administrators!
The following Encompass 21.4 features and settings may require additional action by the Encompass administrator. For example, by configuring or adjusting options in the Encompass settings, or reviewing and revising existing business rules affected by the new features. Please review these features to determine whether updates are required for your Encompass settings or business rules. In addition, refer to the Encompass Settings sections of the Feature Enhancements and Fixed Issues pages for specific information about new and updated Encompass settings.
Refer to the Encompass Administrator Checklist for the 21.4 Major Release for a list of Encompass settings to review and adjust to support the policies and procedures you use when working with your installation of Encompass.
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Update to Windows Support - Windows 11 (Build 22471.1000) is now supported for use with Encompass 21.4.
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HELOC Loans Updates - Updates have been made in the method used to set the starting date for the minimum, maximum, FL, and historical schedules included in HELOC loan disclosures. Updates have also been made to ensure that the Send Initial Disclosures alert is not triggered for HELOC loans.
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Automated Calculation of Present Housing Expenses - Automated calculations have been implemented to ensure that Encompass uses the same logic as Fannie Mae Desktop Underwriter (DU) when determining the borrower and co-borrower combined present housing expenses for Rent (field ID 119), 1st Mortgage (field ID 120), and R.E. Taxes (field ID 123).
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Investor Field Added in the Buy Side Lock and Pricing Column on the Lock Request Form - To enable user to store buyside lock and pricing investor information when working in the Lock Request form, a new Investor field (field ID 4751) has been added to the Buy Side Lock and Pricing column on the Secondary Lock Tool window that opens when you add a new lock or open an existing lock from the Secondary Registration tool.
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New eConsent Notification Templates for Encompass Consumer Connect Loans - Encompass administrators can create email notification templates that can be used when eConsent requests are sent for loans originated in Encompass for Encompass Consumer Connect.
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Additional Email Notification Options for Encompass Investor Connect - The Email Notification option in the Investor Connect Settings in Encompass has been expanded to enable lenders to configure email notifications for several events, such as when condition responses are sent and when shipping details are received.
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Juneteenth Added as Federal Holiday on the Encompass Compliance Calendars - To ensure that disclosure and closing timelines are scheduled correctly, June 19th (Juneteenth) has been added as a federal holiday on the Reg-Z Business Day Calendar and the US Postal Calendar in the Encompass Compliance Calendar setting.
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eClose Button Can Now Be Added to Custom Input Forms - Encompass users who have enabled the eClose feature can now use the Encompass Input Form Builder to add an eClose button to a custom input form.
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Refer to the Feature Enhancements for Version 21.4.0.1 Server Patch 1 section for information about Encompass settings updates for new FHA County loan limits, Conventional County limits, and threshold adjustments for QM and HOEPA for 2022.
- Refer to the Encompass Field Look Up self-service tool in the Resource Center for a list of input form fields in Encompass.
System Requirements & SDK Upgrade Requirement for Encompass
Have you reviewed the latest System Requirements
(Updated on 12/9/2021)
Before downloading or applying this new Encompass release, it is important to verify the latest system requirements for Encompass client machines. Please review the System Requirements for Encompass to ensure your environment meets the requirements needed to operate Encompass successfully.
For a major Encompass release like this one, the Encompass SDK (Encompass Software Development Kit) run time environment must be upgraded to match the newly updated Encompass Server. If you fail to upgrade the SDK your application will not be permitted to connect to the updated Encompass Server. If your SDK application is configured to be 'Smart Client Enabled', you can automate this process so the SDK is upgraded automatically every time you apply an Encompass release. If your SDK application is installed on a computer at your location and is not 'Smart Client Enabled', you must manually upgrade the SDK for every release. For instructions on automating the upgrade process or manually upgrading the SDK, refer to the Upgrading the Encompass SDK page or view the SDK Programmer’s Guide. To learn about the specific configuration of 'Smart Client Enabled' please see knowledge article 24613 - Best Practices When Moving From Full SDK Install to SmartClient Enabled.
Visit the Encompass SDK and Other Install Files page to access the SDK install files for this release.
Important Note: In order to successfully install the SDK for this release, you must first uninstall the 21.3.0.x SDK prior to installing the new SDK for 21.4. Failure to uninstall these earlier 21.3 SDKs may result in errors when upgrading to the 21.4 SDK.
Install Files and Downloads
Visit the Encompass SDK and Other Install Files page to access the latest download links to common tools, including eFolder print drivers and the Encompass Document Converter.
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