In this article, we will be discussing about the Encompass 360 custom fields. We will also be discussing on how to create the custom fields with real time images. Encompass 360 gives you the ability to create your own custom fields based on your business and process requirements.
Let us touch base upon the different types Encompass 360 custom fields.
Loan Custom Fields
- Use the Loan Custom Fields tool to create an unlimited number of loan fields to meet the specific requirements of your business.
- After you define custom fields, use the Custom Fields form (on the Forms tab) to enter the custom data for a specific loan.
Pre-Defined Custom Field IDs
- There are 100 pre-defined custom field IDs, in the format “CUST99FV”.
- You can create a description, set the maximum field length, and select a format for these fields. You cannot delete predefined field IDs.
The Encompass 360 Fields Lookup tool provides a list of input fields provided on input forms in Encompass. Please use the below link to search for the fields you are interested in, including the Encompass Field ID, description, the forms in Encompass where the field is located, and field type.
https://coffi.elliemae.com/fields
User-Defined Custom Field IDs
- You can also create an unlimited number of your own custom field IDs.
- These custom field IDs always begin with a CX. prefix followed by an ID of your choice. For example, “CX.TEST.1”.
Custom Calculations
- You can create custom calculations for both pre-defined and user-defined field IDs.
- A custom calculation is an expression that returns a number or text value, which is then saved into the associated custom field.
- Custom calculations can contain simple arithmetic operations, mathematical operations, text-based operations, date-based operations, values from other fields in the same loan, and branching and logical operations.
How to use make use of existing Encompass 360 Custom Fields
Let us discuss how to make use of existing Custom Fields in the Encompass 360 application. Please follow the below steps to define existing Custom Fields to your needs/ requirements.
- On the menu bar, click Encompass, and then click Settings.
- On the left panel, click Loan Setup, and then click Loan Custom Fields.
3) Double-click to open a Defined Custom Field (such as CUST01FV).
4) Enter a Description, and then select a Format for the field.
5) If you selected String, type the maximum number of characters in the Max Length field.
6) If you selected DROPDOWN or DROPDOWN – Editable, complete the steps below to create a list of valid values for the field.
- Click Add, type the value, and then press Enter.
- Add additional options as required.
- To remove an option, select the option, and then click Delete.
- Use the Move Up and Move Down buttons to set the display order for the options.
7) When finished, click OK.
How to Create a new Encompass 360 Custom Field
Knowing how to create custom fields will be helpful when creating custom input form and it makes job easier. Please follow below steps to create a Custom Field:
- On the menu bar, click Encompass, and then click Settings.
- On the left panel, click Loan Setup, and then click Loan Custom Fields.
- Click the New icon.
4) Type the Field ID, and then complete the remaining fields as described above.
| To learn about the Input form builder, please refer “Encompass 360 Input Form Builder“. |
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
