Encompass 360’s new offering – Enhanced Conditions workflow, offers unparalleled flexibility and improved functionality for multiple business channels. In this blog, we’ll dive deep into the capabilities of Enhanced Conditions in Encompass and explore how it can transform the loan management process of a lender.
Greater Flexibility for Enhanced Condition Management
- The Enhanced Conditions workflow was designed to provide enhanced flexibility to support various business channels and organizational designs.
- With updated functionality and a lender configurable model, it accommodates an omni channel business approach seamlessly.
- Enhanced administrative tools empower users to manage condition templates efficiently, streamlining the whole condition management process.
- Granular control options for condition management offer greater customization and control over the loan lifecycle.
Extended APIs and Availability in Multiple Platforms
- The inclusion of extended APIs enables the Enhanced Conditions to support external workflow engines, enhancing its adaptability and integration capabilities.
- Encompass LO Connect and Encompass TPO Connect now offer the new Enhanced Conditions, with omni channel support.
- Improved persona settings in the admin setup allow users to have distinct access rights for adding, editing, and deleting conditions, enhancing accessibility and usability.
Customizable Condition Types and Rules
- Clients can now tailor condition types specific to their organization and workflow, further enhancing efficiency and convenience.
- The ability to set up multiple rules for completing certain condition statuses grants users greater control over the loan processing flow.
- Selective access to certain conditions and roles’ ability to clear and satisfy conditions add a layer of personalization, making the process smoother.
Enhanced Conditions Workflow
- Setting up condition templates and types becomes effortless with the Enhanced Condition settings, offering a user-friendly interface.
- Tracking owners and customizing status types provide more control over the conditions’ management, ensuring they are handled efficiently.
- Persona rights now have a separate tab for Enhanced Conditions, enabling specific access rights to each condition type.
Simplified User Workflow
- The Enhanced Conditions streamline the user workflow with all condition types accessible under a single tab.
- The Disposition column indicates the status of each condition, whether it’s satisfied or open, providing users with a quick overview.
- Adding conditions becomes more straightforward with the options of condition lists, automated conditions, condition sets, and blank conditions.
- All condition details are presented in a single screen, eliminating the need for navigating through multiple tabs for information.
Looking for more information on capabilities of Enhanced Conditions in Encompass or need help in migrating Enhanced Conditions, leave us a message.