Encompass® Quick Reference Guide

Status Online
Status Online lets you publish loan status updates to a secure website (the Encompass WebCenter, Loan Center, or Encompass Consumer Connect) where borrowers and partners can view
the progress of a loan over the Internet at any time. Your administrator configures Company Status Online updates and selects the users who have access to the feature. If you
have been granted access, you can configure Personal Status Online updates, which are applied to a loan file along with the company updates. You can set the events that trigger
updates, configure updates to be published automatically or manually, and set reminders that prompt you to publish manual updates. Status Online also provides a built-in system
for quickly and easily sending email messages to borrowers and partners when updates are published. For detailed instructions and additional information, refer to the Encompass
online help.

Create Email Templates Create Personal Status Online Updates

Use email templates to create preconfigured email messages Status Online Workflow The Personal Status Online Configuration setting lets you view
that can be attached to Status Online templates and sent to existing Company Status Online updates and create your own
borrowers or partners. Personal Status Online updates. Company Status Online
To Create an Email Template: updates display on the list, but you cannot edit them.
1. On the menu bar, click Encompass, and then click Settings.
To Create a Personal Update:
2. Click Personal Settings, click Personal Status Online, click
1. On the menu bar, click Encompass, and then click Settings.
the Email Templates tab, and then click the New icon.
3. Select Consumer Connect or Non-Consumer Connect for Create Email Templates 2. Click Personal Settings, click Personal Status Online, and
then click the New icon on the Status Online Templates tab.
the Loan Source.
3. Select an option for the Trigger Type to define the event
4. Type a Subject for the email.
that triggers the status online update:
5. Type the content of the email message in the text box.
- No Trigger - Create an template that is not tied to a trigger.
6. Use the toolbar on the Email Template Details window to
The update will be sent manually.
format the content of the email template, including inserting
- Milestone Finished - Select a milestone from the list.
images, adding hyperlinks, and inserting fields IDs to
- Document Received - Select a document from the list.
automatically populate content from the loan file.
- Field Value Entered - Select one or more fields. The
7. When finished, click Save.
update is triggered when values are entered in all the fields:
Publish Updates To Select Fields Based on Field IDs:
1. Click the New icon.
If a manual update has been configured with a reminder, you will 2. Type one or more field IDs.
be prompted to publish the updates when you exit a loan (if the 3. When finished, click Add.
reminder criteria has been met). Click Yes in response to the Create Personal Updates To Select Fields from Forms:
message to open the Status Online Tool.
1. Click the Find icon.
You can also open the Status Online Tool from within a loan file 2. Select a form on the left panel.
to publish an update at any time. Click the Tools tab on the 3. Right-click one or more fields on the form.
lower left, and then click Status Online. 4. Continue selecting forms and fields until you are finished,
To Publish Updates: and then click OK.
1. In the Select to Publish section, select the check boxes for 4. Type the Status title and Status Description that your
one or more updates, and then click Publish. borrowers and partners see when you publish the update.
- Or click the New icon to create a template on the fly. 5. Select an Update Method: Automatic or Manual.
2. If any of the update templates were configured to send an 6. If you selected Manual Update, select a Reminder option to
email message, the Send Notification Email window opens. determine whether or not the user will be prompted to publish
the update if an update has been triggered.
- Select a sender in the From field, or select an email template 7. If you have created email templates, you can select
in the Subject field to add a predefined message. a template from the Email Template list.
8. When you select a template, select an option from the From
3. Click Send, or click Skip This Email to publish the update Publish Updates list to set the name that will display in the From line on the
without sending the email notification.
4. Click OK when the confirmation messages display. email notification, and in the To section, select the check box
- After an update is published, it is listed in the Already for one or more recipients who will receive the email.
Published section.
- An email with a link to the WebCenter, Loan Center, or
Encompass Consumer Connect is sent. The email recipients Related Encompass Help Topics
create their own login information, log in to the website, and Status Online, Status Online Tool, Personal Status Online,
then view the data on the website. Status Online Authorization.

© 2018 Ellie Mae, Inc. Ellie Mae®, Encompass®, Encompass360®, and the Ellie Mae logo are trademarks or registered trademarks of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks of their respective owners. Products, services and programs are subject to change
without notice. Rev. 6/11/2018.