Using the EPPS Client Dashboard - help.elliemae.comhelp.elliemae.com/DocumentationLibrary/360/UsingEPPSClientDashb… · Using the Encompass Product and Pricing (EPPS) Client Dashboard

Using the Encompass Product and Pricing (EPPS) Client Dashboard


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Copyright Statement

© 2017 Ellie Mae, Inc. Ellie Mae®, Encompass®, AllRegs®, DataTrac®, Ellie Mae Network™, Mavent®, Millennial Tracker™, Mortgage Returns®, Prospect Manager®, Total Quality Loan®, True CRM®, TQL® and the Ellie Mae logo are trademarks of Ellie Mae, Inc. or its subsidiaries. All rights reserved. Other company and product names may be trademarks or copyrights of their respective owners.

Rev. 10/26/2017

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Table of Contents

Table of Contents ......................................................................................................................................................... 3

Introduction ......................................................................................................................................................................... 1

Introduction ....................................................................................................................................................................... 2

Client Dashboard ................................................................................................................................................................ 3

Client Dashboard .............................................................................................................................................................. 4

Actions ......................................................................................................................................................................... 5

Disable and Worsen Until Next Reprice ............................................................................................................................ 9

Disable and Worsen Until Next Reprice ......................................................................................................................... 10

Selecting Investors ..................................................................................................................................................... 10

Disable Until Next Reprice ......................................................................................................................................... 10

Worsen Until Next Reprice ......................................................................................................................................... 10

Upload Messages.............................................................................................................................................................. 11

Upload Messages ........................................................................................................................................................... 12

Messages Displayed in Upload Pop Up ..................................................................................................................... 12

Success Messages Displayed in Message Log ......................................................................................................... 12

Error Messages Displayed in Message Log ............................................................................................................... 12

Introduction


2 Introduction

Introduction

The Client Dashboard (Dashboard) expands upon the features of the Lenders page available in EPPS versions prior to 16.3. The Dashboard is the base where you can monitor and maintain the status of all Investor pricing. The Dashboard enables you to:

Upload rate sheets for the Investors for which you have Upload authority.

Maintain Investor login credentials.

Easily disable or worsen Investor pricing when the market is quickly deteriorating.

In addition, the Dashboard includes the following functionality:

The Dashboard is the new Home page for Client Administrators (Client Admins). Once logged in, Client Admins will always start on the Dashboard page.

EPPS will not time out due to user inactivity when the Dashboard is displayed.

The Dashboard is automatically refreshed at one minute intervals.

Client Dashboard

Section

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4 Section 1: Client Dashboard

Client Dashboard

The Dashboard displays each Investor relationship available to you. Some Investors may be displayed more than once if multiple rate documents are maintained for the Investor relationship.

Note: The screen shot below is a sample Dashboard.

The Dashboard includes the following columns:

Investor – Lists the Investors with which you have a pricing relationship.

Rate Doc Name – The internal system name for the pricing source document provided by the

Investor. Depending on the Investor configuration, multiple rate documents (in multiple rows) can be listed for a single Investor.

Rate Sheet Date – The pricing date and time provided by the Investor in the rate document. If no

date and time is provided by the Investor, rate sheet date defaults to the active date.

Active Date – The date and time at which the pricing submitted in the rate document became

active in EPPS.

Messages – Can display one of four values.

Pending – This link is displayed while a rate sheet upload file is being processed by the system. It will appear red if errors have been logged and green if no errors have been logged. Clicking on the link displays all messages for the upload.

No Errors – This link appears green. It indicates no errors were generated from the most

recent rate sheet upload for the Investor-Rate Doc combination. Clicking on the link displays success messages for the upload.

Error: N –This link appears red, where N is the number of errors generated from the

most recent rate sheet upload for the Investor-Rate Doc combination. Clicking on the link displays the errors as well as any success messages for the upload.

Blank – There will be no entry in this column if you do not have the authority to upload

rates for the Investor-Rate Doc combination.

Actions – Up to three actions can be available to an Investor-Rate Doc combination.

Edit – Enables you to edit your individual Investor settings.

Rates – Displays a read-only version of the current Investor base pricing.

Upload – Initiates the rate sheet upload process. It is only available to Investors for which

the Upload action has been activated.

Note: For additional information on these actions, see the Actions section.


Section 1: Client Dashboard 5

Actions

Edit

This action enables you to edit your individual Investor settings. It was available from the Lenders page in EPPS versions prior to 16.3. The Edit action has been enhanced to support new features available through the Dashboard.

Note: The two areas in red in the screen shot identifies the new features added to the Dashboard.

Disable/Worsen Until Next Reprice

This section is where you maintain custom Investor settings for the Disable and Worsen Until Next Reprice features.

Reprice Percent – The amount of price adjustment applied to the Investor relationship when Worsen Until Next Reprice is selected for the Investor.

The percent can range from 0.000% to 25.000% to three decimal positions only.

Reprice Email – The email address or addresses that will receive a system-generated email

notification when the Investor reprices. These emails are generated only when the Disable or Worsen Until Next Reprice features are set for the Investor.

Multiple email addresses can be added.

Emails are 100 characters in length.

Investor Credentials

This section is where you can maintain your login credentials for Investor pricing retrieved from a secure web site.

Note: You should be familiar with the use of the Investor’s web site.

Company ID – Your Company ID, if the Investor requires one.

Login – Your Investor Login.



Password – Your Investor Password. The password is displayed to you because this is the only method available to validate the accuracy of the password. If the password and/or login are entered incorrectly, it will not be detected by the system until the next reprice attempt.

Pricing Suspended – This will be selected if the previously stored Investor Login Credentials

failed. After updating your credentials, you can enable pricing by clearing the check box.

Rates

This action displays a read-only version of the current Investor base pricing.

Upload

This action initiates the rate sheet upload process. It is only available for Investors for which the Upload action has been activated.

Note: You must submit a Support Case to activate the Upload functionality.

Upload authority is available for:

1 Clients with custom loan programs, where the client is the Investor

and

2 Investors that provide client-specific pricing where the client can modify the pricing and upload it in

the exact same file format provided by the Investor.


Section 1: Client Dashboard 7

To Upload a Rate Sheet:

1 Log into EPPS as a Client Admin.

2 Click the Admin menu option.

3 On the Dashboard page, click the Upload link next to an Investor-Rate Doc combination.

4 Drag a rate sheet file into the box.

or

5 Click within the box to display a window, navigate to the rate sheet file location, and then select it.

Note: The accepted file types include CSV, XLS, XLSM and XLSX.

6 Click the Upload button.

7 If the upload is successful, a success message is displayed.

Note: If the upload fails, error messages may be displayed. For additional information on upload messages, see Appendix 1: Upload Messages.



8 After closing the Upload pop-up window, you can continue to monitor the status of your upload by clicking on the link in the Messages column and opening the Message Log.

Note: Error messages are in red while success messages are in green.

Disable and Worsen Until Next Reprice

Section

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10 Section 2: Disable and Worsen Until Next Reprice

Disable and Worsen Until Next Reprice

The Dashboard enables you to quickly disable or worsen Investor pricing using the Disable Until Next Reprice or Worsen Until Next Reprice buttons.

Selecting Investors

Whether disabling or worsening pricing, the first step is to select the Investor or Investors for which you wish to disable or worsen pricing using the check boxes to the left of the Investor Name.

Note: If you select all Investors using the check box at the top of the selection column, all Investor pricing can be disabled or worsened using two key strokes.

On the Dashboard, Investors selected to be disabled or worsened are indicated with a check mark in the selection box, which will be disabled. Once the Investor reprices, the check mark will be removed and the selection box will be enabled.

Disable Until Next Reprice

This button disables Investor pricing until the Investor reprices. Disabled Investors will not return loan qualification results until the Investor reprices.

To Disable Investor Pricing:



3 On the Dashboard page, select an Investor or Investors using the check boxes to the left of the

Investor Name.

4 Click the Disable Until Next Reprice button.

Worsen Until Next Reprice

This button worsens Investor pricing by a predetermined amount until the Investor reprices.

Note: The predetermined amount is maintained in the Investor settings described in the Edit section.

To Worsen Investor Pricing:



3 On the Dashboard page, select an Investor or Investors using the check boxes to the left of the Investor Name.

4 Click the Worsen Until Next Reprice button.

Upload Messages

Appendix

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12 Appendix 1: Upload Messages

Upload Messages

Messages Displayed in Upload Pop Up

Message Message Type Guidance

You are not authorized to upload rates for this Investor/Rate Doc.

Error There is a problem with your Upload authority. Submit a Support Case.

Invalid file type selected. Upload file type must be CSV, XLS, XLSM or XLSX.

Error Upload files types other than those listed cannot be processed by EPPS.

File Received. Click Close to continue monitoring the status of this upload from the Dashboard.

Success Upload file received.

Success Messages Displayed in Message Log


[Investor] [Doc] active in EPPS. Upload completed.

Success Your upload file has been processed. Your new pricing is active in EPPS.

[Investor] [Doc] upload received, import pending.

Success Your upload file has been received and is in the queue for processing.

Error Messages Displayed in Message Log


Process timed out – Tech Ops notified. Upload terminated.

Error An unidentified error caused the import process to time out. Tech Ops has been notified. Upload failed.

Process failed - Tech Ops notified. Upload terminated.

Error The import process failed. Tech Ops has been notified. Upload failed.

[Investor] [Doc] failed - Tech Ops notified. Upload terminated.

Error An unspecified system failure caused the import to fail. Tech Ops has been notified. Upload failed.

[Investor] [Doc] not recognized. Please try again.

Error The upload document is not recognized by the system. Please check the file and try again. Upload failed.

System failure - Tech Ops notified. Upload terminated.

Error An unspecified system failure caused the import to fail. Tech Ops has been notified. Upload failed.

[Investor] [Doc] rate sheet date not found. Please correct rate sheet date and try again.

Error The system did not find the rate sheet date in the expected location in this upload file. Please correct the file and try again.


Appendix 1: Upload Messages 13


[Investor] [Doc] contains an invalid rate sheet date. Please correct rate sheet date and try again.

Error The upload file contains an invalid value for rate sheet date. Please correct the file and try again.

"[Investor] [Doc] rate sheet date is older than previous rate sheet date. Please correct rate sheet date and try again."

Error The upload file contains a rate sheet date that is before the date of the last rate sheet processed by the system. Please correct the file and try again.

"[Investor] [Doc] rate sheet date is in the future. Please correct rate sheet date and try again."

Error The upload file contains a rate sheet date that is in the future. Please correct the file and try again.

Failed to open rate sheet [Investor] [Doc]. Please check the file and try again.

Error The system could not open the upload file in Excel. Please check the file and try again.

Number of worksheets has changed in [Investor] [Doc]. If this is an error, please try again. If this is an update, please submit a support case."

Error The number of worksheets in the upload file is different from what was in the last upload file. If this is an error, correct the file and try again. If you have updated your upload file, please submit a Support Case.

There have been updates to worksheet [Worksheet] near ""[Var1]"" in [Investor] [Doc]. Tech Ops has been notified. If this is an error, please try again. If this is an update, please submit a support case."

Error The upload file has been updated near the location indicated in the message. Tech Ops has been notified. If this is an error, correct the file and try again. If you have updated your upload file, please submit a Support Case.

Cannot find expected text ""[Var1]"" in worksheet [Worksheet] in [Investor] [Doc]. Tech Ops has been notified. If this is an error, please try again. If this is an update, please submit a support case."

Error The system cannot find expected text near the location indicated in the message. Tech Ops has been notified. If this is an error, correct the file and try again. If you have updated your upload file, please submit a Support Case.

System error encountered near ""[Var1]"" in worksheet [Worksheet] in [Investor] [Doc]. Tech Ops has been notified. Processing will continue, but any pricing near ""[Var1]"" will not be uploaded."

Error An unspecified error was encountered near the location indicated in the message. Tech Ops has been notified. Pricing near this location likely did not import successfully.

Matrix starting cell value ""[Var1]"" seems invalid in [Investor] [Doc]. Tech Ops has been notified. If this is an error, please try again. If this is an update, please submit a support case."

Error The system cannot find an expected matrix starting cell value near the location indicated in the message. Tech Ops has been notified. If this is an error, correct the file and try again. If you have updated your upload file, please submit a Support Case.

Matrix ending cell value ""[Var1]"" seems invalid in [Investor] [Doc]. Tech Ops has been notified. If this is an error, please try again. If this is an update, please submit a support case."

Error The system cannot find an expected matrix ending cell value near the location indicated in the message. Tech Ops has been notified. If this is an error, correct the file and try again. If you have updated your upload file, please submit a Support Case.

Unable to break external workbook links for [Investor] [Doc]. Upload terminated. Please remove external links and try again."

Error The system could not process the upload file because it could not break the links to an unspecified external file. The upload failed. Please remove these external links and try again.


14 Appendix 1: Upload Messages


Value ""[Var1]"" doesn't seem to be numeric near ""[Var2]"" in [Investor] [Doc]. Tech Ops has been notified. If this is an error, please try again. If this is an update, please submit a support case."

Error The system encountered a non-numeric value where it expected to find a numeric value. Tech Ops has been notified. If this is an error, correct the file and try again. If you have updated your upload file, please submit a Support Case.

Using the EPPS Client DashboardTable of ContentsIntroductionClient DashboardDisable and Worsen Until Next RepriceUpload Messages

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Using the EPPS Client Dashboard - help.elliemae.comhelp.elliemae.com/DocumentationLibrary/360/UsingEPPSClientDashb… · Using the Encompass Product and Pricing (EPPS) Client Dashboard