Login Experience
This is the email address from which disclosures are sent via DocMagic for MPX Loans.
What is "docs@docmagic.com"?
In the MPX environment, this is the number of tasks generated in MyHome when an application package is printed.
What is one task?
This area provides Web Support the ability to view outgoing emails sent to the customer after a HLA/CCS sends the customer a request for conditions.
"View Packages"
True or False:
Web Support agents are able to create upload requests in MyHome in Encompass.
False!
Where would an A3P be documented?
You must name the field and the form the field is located in.
Connection Notes in Customer Contact Summary Screen.
This is the email address from which disclosures are sent via ICE for Encompass Loans.
What is "noreply-MortgageTech@ice.com"?
In the Encompass environment, this task contains the Loan Estimate (LE) for the customer to review.
What is "Review Documents"?
File Contacts has a list of all contacts in the loan except for who?
Hint: 2 crucial parties are left out.
POA and A3P
When a customer uploads documents in MyHome, where do they land in Encompass?
In the appropriate container.
Ex. "Paystubs" container, etc.
Encompass offers three types of tasks. What are they?
Sign, Review, and Upload.
Nothing different from MPX.
Despite emails being sent from "noreply-MortgageTech@ice.com", this will be displayed in the email.
What is the name of the HLA or CCS?
In the Encompass environment, this is the number of separate tasks a customer will see for an application package generated for e-signatures.
What are two separate tasks?
What is the field ID for "Intent to Proceed" ?
3197
What is the MAX file upload Size for Encompass?
9MB
True or False:
If a customer sends documents directly to the HLA/CCS, the HLA/CCS can easily resolve the outstanding task in MyHome by marking the "Condition" as "Fulfilled".
False!
If a customer sends documents directly to the HLA/CCS, the HLA/CCS won't be able to resolve the outstanding task in MyHome by marking the "Condition" as "Fulfilled".
As of today, Conditions are NOT configured for Encompass!
This happens to the existing econsent data in Encompass if a customer's name or email address is changed by an internal partner.
What is the removal of the existing econsent data?
This option allows you to leave the DocuSign signing room without completing all signatures.
What is "Finish Later"?
Where is the ECI located?
Patriot Act Form
What are the Approved file types listed during the upload process?
JPEG (JPG), PDF, and PNG.
True or False:
When a customer uploads in MyHome for an Encompass loan, Upload notes in the conversation log in Encompass disappear after they're viewed.
False!
This behavior is due to legacy functionality inherited from Roostify. Notes are designed to delete themselves after being accessed in MPX.
True or False:
Just like DocMagic, Web Support can also send direct links for DocuSign packages.
False!
This is the action a customer must take to mark a review task as finished after viewing a document. This action required for capturing read receipts in Encompass.
What is clicking "DONE"?
If a package is papered-out, where is the "Tracking Item" Located?
Disclosure Tracking Tool>
Disclosure Details>
Disclosure History (select package)>
eDisclosure Tracking Tab
"Fulfillment" Section
How soon will I see uploaded documents in EIV?
When documents are uploaded, they are received by AIQ first. If AIQ passes, documents are available in EIV within minutes. If AIQ fails, it goes to Manila for manual indexing. If this happens, uploads can take up to 2 hours to reach EIV.
True or False:
When a "Condition" is created, it will create an Upload task in the Apply Center. In addition, the Condition's "External Descriptions" will be displayed to the customer.
FALSE!
When a "Condition" is created, it will NOT create an Upload task in the Apply Center. In addition, the Condition's "External Descriptions" will NOT be displayed to the customer.