Currently, when importing an order into Encompass from Mercury Network, users are required to select which fields should be included on a per-order basis. This can be tedious and repetitive, so you asked us for a way to control which information will be imported across all orders for all your users. We’re happy to tell you that this ability will become available on October 11th, so we want to let you know what to expect with plenty of time to prepare your staff.
New Setup options for admins
When the feature is released, users with Admin or Super Admin permissions will see a new Setup button in the Mercury Network Software dialog within Encompass. This button will open a new Admin Setup dialog which will let you make a decision about each order field available to be imported from Mercury Network. Here are the options you’ll see, and what they mean:
— If available, data from the appraisal report or Mercury order will always be imported into this field.
— Fields set to Always will be checked by default in the import dialog. They’ll also be grayed out (meaning they can’t be changed) and will be imported into the loan file automatically.
— Data from the appraisal report or Mercury order will never be imported into this field.
— Fields set to Never will not be displayed in the import dialog and will not be imported into the loan file.
— If available, data from the appraisal report or Mercury order will prompt the user to select on a case-by-case basis – exactly how it works today.
— Fields set to Prompt will be displayed in the import dialog and will be checked by default. The user can uncheck a field to prevent that value from being imported from Mercury Network.
— All rules will be set to Prompt by default, so your users won’t notice any changes until you make a different selection.
Changes to the import dialog
As mentioned, this update will affect the way the import dialog appears when users are importing orders from Mercury Network, since fields set to Always will be grayed out and fields set to Never won’t appear. In addition, the Cancel button will be removed to ensure that all intended data is imported from the Mercury Network order.
We designed this new flexibility based on what you told us, so we’re excited to hear what you think about it. As always, send your feedback to firstname.lastname@example.org, and if you have questions, contact Client Relations at 1-800-900-4954.