Latest / Mastering Encompass® / 24.1 Encompass® TPO Connect Pre-Release Walkthrough with Larry Bailey

Transcript

24.1 Encompass® TPO Connect Pre-Release Walkthrough with Larry Bailey · Mastering Encompass®

• 0:29
  Hey, Larry Bailey here with Awesome Technologies, Inc. There was a release for TPO Connect.
• 0:35
  So, if you are using TPO Connect, or you're thinking about using it not too long ago, it's February now, so back in November I got an urgent call.
• 0:45
  Client was using Cloud Virga, and they wanted out. They wanted to get over to TPO Connect, because they heard some decent stuff.
• 0:54
  They called me in, I confirmed that it is more than decent, and about 35 days later they were live.
• 1:03
  Extraordinary situation. Got a ton of help from the from the ICE partner, who his name's Joe.
• 1:12
  Joe was awesome on it. Ron's super awesome also.
• 1:16
  Ron typically gets involved. With implementations of TPO Connect, but in this particular case, it was a great time. So, and they're still going strong. They just got a record submissions in using TPO Connect. A lot of the nation's top lenders are using TPO Connect if they're collecting loans via a wholesaler correspondent.
• 1:36
  So, this release, these release notes came out, and what's important is to, to really know is there is a there's a TPO release to test.
• 1:49
  To the UAT happening next month.
• 1:53
  So, let's go through these release notes over here.
• 1:55
  I'll put my head up out of the way. So, basically, first of all, these are pre-release notes, and what that means, or release preview, same thing. What that means is that these things are so much more So, subject to change. So, let's go ahead and dive in.
• 2:09
  We'll make this a little bit bigger for the screen. This last was revised on February 5th. As I'm recording this, it's February 22nd, so things are bound to change.
• 2:19
  And like I said, UAT is a thing. I think March 9th, if I'm not mistaken. Check the release hub over in the Resource Center for those exact dates. Stay in touch.
• 2:30
  So, we're going to go through all of this step by step. It's only 11 pages in total, but uhm honestly.
• 2:38
  First of all, new status tracker setting added to left.
• 2:43
  This is a new setting. It's time sorry, it's a date milestone based status indicator configured by channel.
• 2:49
  Uhm, I haven't seen it yet because it's not out there yet, but the way it's been described to me, it's gonna represent kind of like the pizza tracker.
• 2:57
  So if you've ever ordered any, or you know, could be any food tracker, I don't know why it's pizza. But it's a, you know, hey this thing happened, here's what's happening next, here's what's happening after that. So from a TPO lender perspective, the goal is to provide some more intuitiveness towards the client, towards the TPO broker or TPO correspondent lender, so they know what's going on.
• 3:24
  Configurable Workflows has been out there for a while, there's an update about that also. But the status tracker, I'm anxious to see what it looks like. We've also got a new registration setting added to the left navigation, uhm and we're going to see some uhm registration related settings, originally located under additional settings together, and it's going to effectively deal with these things.
• 3:47
  Also, I said I would shout, I'd give a shout out to Beth, uhm who loves me doing these walkthroughs, cause she's like anybody else.
• 3:57
  Reading is okay, but getting some interpretation of what you're reading from somebody else is cool too. So that's the, that new setting, uhm some other updates, again on the TPO administration side, we've got a new override URL setting, uhm added to the ah to edit.
• 4:13
  The contact us, so this allows you to, uhm you can replace the custom contact us, sorry the default contact us, replace it with a custom contact us page, that's helpful for a lot of people, give you some individuality on your contact us. Page. There's also a new override URL setting for the privacy policy, this thing is really helpful for a lot of companies who have very specific privacy policy statements and you want to update them, so it's an easy way to override that URL.
• 4:45
  Some other updates and additional settings, we've got a new behavior to the e-sign at the top menu bar, so basically it's only going to display when the logged in user is assigned to a channel enabled in the TPO e-sign setting under additional settings, so it stops you from seeing things that need to be e-signed even if you're not on that channel. New import liabilities button, this thing is going to help a lot of people.
• 5:11
  So many people forget, so many TPO users of TPO Connect forget to import liabilities. There's ways to kind of deal with that so they don't forget too long, but this is going to hopefully give us some really good constructive notice that the the client has forgotten to import their liabilities before they go run AUS.
• 5:32
  There's an updated behavior for TPOX5 so that's that initial submission date, so when auto-populate conditions document's ready for review checkbox.
• 5:41
  And, date enabled, date setting enabled under additional settings, so, so basically when auto-populate conditions document's ready for review checkbox, and the date setting's enabled, and a document is successfully uploaded, this is now populated immediately to ensure that the broker doesn't forget, or the correspondent doesn't forget to click submit.
• 6:01
  It literally just got off a phone call with, with a client who wants to make sure this happens.
• 6:08
  Now this doesn't resolve changing a milestone, but it will automatically resolve clients who forget to go click that you know, submit button when they want to.
• 6:21
  Click that. Is to look for a document to be uploaded like an initial disclosure package, or correspondent package, things like that. New EPPS special product setting.
• 6:31
  So if you're using EPPS this will allow you to have the EPPS special prod, products. Show up on that search results page.
• 6:40
  It's cool. We've got some updates to the services management setting, so a new select all check boxes added to the authorized user slash user section.
• 6:52
  Blah, blah, blah. This new setting uhm basically allows uhm all users on the left side of the section so they can be moved to the right side at one time. This thing is uhm very welcome. So basically if you're using like closing court as an example it's a good one. Every time you add a new broker and you have to go over and you have to individually add individual people imagine if you get a new client and it has like I don't know a thousand uhm people right. Uhm so this thing is gonna light and move the entire group over from left to right in the services setting.
• 7:26
  Thank you. We've also got a new title for the integration section removed from integration settings. This is now gonna be under the services management setting. So we'll have to see what that looks like for title fees.
• 7:40
  Some additional enhancements. Umm the updated sender.
• 7:44
  I don't- I still don't understand why no reply hyphen mortgage tech at ICE.
• 7:48
  Like I don't know.
• 7:51
  So umm so that's getting updated instead of no reply at L.E.M.A.
• 7:55
  Because obviously L.E.M.A. Is long gone. Umm we've got some updated secure scripting framework page redirects for the URL. This is umm just a web update to make sure that browsers behave as expected.
• 8:10
  There's a new display type option added to the new page link.
• 8:13
  For lone level left nav settings under here.
• 8:17
  So basically if you if you're if this makes sense to you then you're already doing sub menus within your left nav.
• 8:24
  So it's just a way looks like it's going to be a new display type option. I'm in that left nav under navigation menu.
• 8:32
  So if you have no idea what I'm talking about using TPO connector missing out, you should give me a call.
• 8:37
  And by the way, if anybody ever wants to reach me, I am extraordinarily proficient on TPO as I talk to you.
• 8:45
  I helped implement a company from Clantverga over to TPO Connect in the middle of live business. And I think, I think the official number was like 35 days. You can reach me at Larry at atihelps.com or Larry.bailey at a***************** Or you can call me 972-590-8919. Guarantee I'll help you. Next one here is Encompass TPO Connect Honors the Encompass Persona. So this is a thing where there was a breakdown and basically the persona acts as to loan actions.
• 9:17
  Specifically for the order of appraisal and request total fee loan actions.
• 9:21
  So they're just telling you that's not really a enhancement.
• 9:24
  It's more of a break fix. Anyway, updated contact settings. This has been updated to, there's a name change. There's also a contact modal Thank for watching. Delegated, just a window. And in the loan processor organization settings, they've been moved away from additional settings.
• 9:42
  So, bottom line is this is one of the reasons why when I go through education, so if you're not aware, I actually put together an entire it's been a long time it's long time it's long time uhm set of courses, you can find them on mortgage.community, if you don't know what mortgage.community is, get over to mortgage.community. Check it out.
• 9:58
  Basically it's everybody in the industry getting together umm cause I love building up communities and there's, there's two.
• 10:04
  You two courses in there, one is admin's mastering and compass, another is umm users mastering and compass.
• 10:11
  That content is updated every week throughout the year, new recordings, live classes, literally every week for both administrators as well as users.
• 10:22
  I have a passion for making sure people have current and updated information and so if you're looking for current education and information, umm it's extraordinarily affordable for any sized company, umm no matter How big you're coming.
• 10:38
  The company is, we offer that training. It caps out at an annual cost of $10,000 umm it's just a no-brainer uhh it really is. So check it out over there if you have any questions let me know. Here's some fixed issues as indicated on the release on the pre-release here we've got a blank page no longer displayed so it looks like there was some breakdown in the Java so they fixed that.
• 10:58
  Left hand back ground color no longer disappears again a Java problem they fixed that. Custom fields using two or three decimal points triggered by lone action completion. Thank you for watching. Umm now functioning properly so there was a problem I don't know if you ever hit this but there was a problem with a decimal two or decimal three fields so hopefully that's looks like that's gonna get resolved in this release.
• 11:20
  We've got options in new tab and color check box now displayed when the main . . menu is external page link is edited umm yeah I'm hoping that they fixed the whole thing when you add a new external page it doesn't kill uhh it doesn't kill the link uhh I'll have to talk to the team about that one.
• 11:40
  Thanks for uhh next one is white space between lone messages columns reduced okay cool template ready next one is uhh template radio button now functions properly thank you next one is override company credentials checkbox and user credentials now functions properly traffic Thanks watching. alright so that's all the admin stuff now let's talk about umm the tpo connect website so now we're talking about user interface so now we're talking about your clients right this is important so if you if you have training or support videos or support documentation you're gonna want to update it based upon what you're about to hear first one is user interface updated or the UI was updated loading indicator added for some action so basically kind of like an encompassed in the lower right if you enable it in the admin tools you've got that saved status bar thing this is like that the way I the way I understand it to be so for these four things pipe lines trades e-sign and recently access loan widget they'll get an indicator that the data is loading there's a new visual indicator Thank you. Added for required fields.
• 12:51
  Thank you.
• 12:53
  So if you've got required fields on your your LA2020 you will now your clients will now see it kind of like they were in encompass. That's cool.
• 12:58
  There'll be a new link added to encompass TPO oh Thanks watching! Click bout link current TPO contact version and environment information.
• 13:07
  I don't understand that but okay.
• 13:09
  Sculptor added to workflow tab again. If you're using configurable workflows you kind of maxed out and there'd be this weird behavior so now there's going to be a scroll R of the way this reads. That's a great ad.
• 13:20
  And then the next the next ui update is a your LA location highlighted when redirected from custom form.
• 13:29
  Okay cool. So if they if you kind of doing custom forms on there and they click a link Thank you. It'll kind of bring them back so they the client knows where the heck they are in TPO Connect.
• 13:39
  We've got some form updates. New options added to existing options for index rate drop down. The three you know the two year the three. Two year U.S. Treasury options have been added.
• 13:51
  That coincides with it. And cop us update and in the lot own free and clear. That's great for construction.
• 13:57
  Right there or yeah really construction.
• 14:01
  Dual USA dual AUS updates.
• 14:03
  If I could read properly. Alright, we'll see several incremental updates have been made to the order credit report step.
• 14:10
  So to get a better user experience.
• 14:12
  This goes back to earlier where we talked about it will say hey don't forget to import your liabilities because it ain't gonna run right if you don't Thanks for watching! Alright feature enhancements pipeline search category change or drop down list.
• 14:25
  Okay next one is required field window displayed for product and pricing, loan action completion and business rules.
• 14:33
  Oh that's cool. That's really really helpful because I do stupid pop-ups now. And that's probably a better experience for clients.
• 14:44
  Support for required fields window added in batch upload.
• 14:46
  Alright so if you've got clients doing batch uploads there's gonna be a required fields window that you can now manage.
• 14:52
  So that's a that's an example. An example of updating your training material.
• 14:56
  Support for construction, refi loans.
• 14:59
  Same thing, if you guys need any help with construction loans again I started lending and helping lenders with construction loans back in 2012.
• 15:10
  When I went to work for American Financial Resources, I've also got a client now that all they basically do is construction loans.
• 15:16
  So I've got some decent experience, got some decent chops on this if I can never help with construction loans.
• 15:22
  And how you do them in Encompass let me know.
• 15:26
  Order credit button added to your L.A. Assets liabilities in order credit button been added to enable to users quickly place a credit order when one isn't present in the file. That's cool. Next one is service orders features now displays categories. Ah, that's nice.
• 15:42
  So now they give you categories, not just the full list.
• 15:44
  We've got some UI fixes here, estimated closing date, now set on first attempt.
• 15:51
  They had to select estimate.
• 15:54
  Okay, cool. TBO connect Muslims that is sometimes time.
• 15:57
  Says encompass milestone aim. So if you're using TPO connect status names on the milestone itself that and you weren't seeing that work all the time. That's apparently going to be fixed.
• 16:10
  Social security number field no longer viewed as Mhm. Mhm. Missing when required and populated. Okay. Change of circumstance page loads and updates properly.
• 16:19
  Cool. Community second field now available for first.
• 16:22
  Lean loans. I guess that was a request.
• 16:25
  Added a new loan button. Add a new loan button now works continuously.
• 16:29
  Consistently. I guess there was some intermittent issues.
• 16:31
  Credit vendor accurately displays for the dual AUS.
• 16:35
  Uhm cool. Blank entry removed from select bar appear field. Looks like there was an extra blank entry.
• 16:43
  Number of items per page now honored for account executive pipeline view.
• 16:48
  Cool. And do you report now displays consistently when you and finding this I actually hit where you click view do you but you don't see the credit report. And then we had to do some funky stuff to get the do you actually show so it looks We'll see you We'll see you like that's getting fixed. Thank you ice mortgage technology. Umm last two here are reset password links work for custom page login pages.
• 17:09
  That's nice and then left navigation no longer changes color that goes back to what we talked about. Oh about ten minutes ago or so.
• 17:17
  . . Umm keep in mind you do have system requirements for TPO Connect.
• 17:21
  Specifically they will umm come over here.
• 17:23
  It's supported umm stuff over here.
• 17:28
  So this is the compatibility matrix.
• 17:30
  Make sure that you're paying attention to that.
• 17:33
  And umm That's all I got.
• 17:36
  My name is Larry Bailey. Awesome Technology Zinc.
• 17:38
  It is who I am Chief Revenue Officer for as well as a co-owner.
• 17:42
  You might know me from Workflow Partners or other companies I've worked with in the past. Always here to help you.
• 17:48
  Thanks very much for listening. Thank you for And for those that are going through the Ice Mortgage Technology Conference, you'll see me on booth 520. Let's meet and I can show you exactly why you should consider using all the services and product options and plug-ins and automation.
• 18:04
  And everything else that we've been doing now for oh 15 years, 14 years, I guess is maybe the better way to say it.
• 18:13
  And if you're around in Vegas, please also join the wrap up show.
• 18:18
  It's a second annual wrap up show, it's free to join. You can find out more information, just get over into mortgage stock community and check it out.
• 18:25
  Have a great day everybody, take care.