Compliance Calendar

Use the Compliance Calendar settings to specify your company's business days. The setting includes three separate calendars, which can be accessed by selecting an option at the top of the setting.

  • Our Company Calendar is used to calculate the dates in the Compliance Timeline fields on the Disclosure Tracking tool which helps ensure compliance with the 2010 RESPA (Real Estate Settlement Procedures Act) and 2015 RESPA-TILA regulations. Dates with a pink background are excluded from Our Company Calendar. All other dates are considered business days and included in the calendar.

  • U.S. Postal Calendar is used when calculating days to comply with MDIA regulations. Settings on this calendar cannot be changed.

  • Reg-Z Business Day Calendar is used to calculate the Earliest Fee Collection Date for loans subject to 2015 RESPA regulations. Settings on this calendar cannot be changed.

The Compliance Calendar supports a specific range of years. Dates entered on the Disclosure Tracking tool must fall within this specified range. Use the Back or Forward arrows on the upper-right to view the calendars for each supported year.

To Configure Your Company Calendar:  

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left panel, click Loan Setup, and then click Compliance Calendar.

  3. At the top of the screen, select the Our Company Calendar option.

  4. At the top-right of the screen, click the Backor Forward arrows to change the calendar year.

  5. Click a date to exclude it from the calendar.

    • A pink background is added to the date.

  6. Click an excluded date to include it in the calendar.

    • The pink background is removed from the date.

  7. Select Exclude Saturdays to exclude all Saturdays from the calendar.

  8. Select Exclude Sundays to exclude all Sundays from the calendar.

  9. Click the Save icon.