If the B button is missing in Encompass

  • 19 October 2022
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Learn what to do if the B button is missing in Encompass.

 

In this guide, we’ll cover some settings that may be the reason the B button is not displayed in your Encompass files. 

For Encompass users that utilize the KensieMae plugin.

 

 

What is the B button?

The Blend Quick Access Button, most commonly known as the “B button”, provides quick access to essential utilities in Blend.

If the button isn’t present in an Encompass file, users will not be able to issue disclosures through Blend or retrieve packages.

 

 

First, check the two settings below

 


Setting A - Integration roll out

The Limited roll out of the integration is a global setting found in the Blend Integration Settings. Changes made here will impact all loans.

If the Limited roll out of the integration setting is checked, loans will not be disclosed through Blend by default and the B button will not be displayed unless an additional setting is checked at a loan level (Included in limited integration roll out).

  1. Navigate to the KM Tools
  2. Click the Blend Integration tile in the Utility Manager

 

The Integration roll out setting is located in the API Config tab. 

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Setting B - Included in limited integration roll out

The Included in limited integration roll out checkbox in the Blend Integration form, enables the B button on Encompass files when the Integration roll out setting is checked.

Please note that if the Integration roll out setting is not checked, the checkbox above has no impact.

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B Button Behavior Chart

Refer to the chart below for to understan

If Setting A is:

(Plugin level setting)

And Setting B is:

(Loan level setting)

Will result in: To enable the B button
Checked Unchecked B button not present

Check Setting B on a per-loan basis

Checked Checked B button present -
Unchecked

Unchecked

(No impact)

B button present -
Unchecked

Checked

(No impact)

B button present -

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If the B button is still missing

If the B button is still missing after checking settings A and B, there are additional settings that determine if disclosures are to be issued in Blend. If the settings below are configured to issue disclosures outside of Blend, the B button will not appear.

 

Blend Disclosures Requirement Setting

The Require all loans be disclosed through Blend setting is required to enable the B button.

If this setting is not checked, the B button will not appear in any loan.

  1. Navigate to the KM Tools
  2. Click the Blend Integration tile in the Utility Manager
  3. Click the Disclosures tab

 

 

 

CX.BLEND.DISCLOSURES.REQ field setting

If Require all loans be disclosed through Blend is checked, and the B button is still missing on a loan, check this setting as it overrides the global setting.
 

If CX.BLEND.DISCLOSURES.REQ is set to YES, disclosures will issue through Blend, displaying the B button.

If CX.BLEND.DISCLOSURES.REQ is set to NO, disclosures will issue outside of Blend, and the B button will not be displayed.

  1. Navigate to Forms in the Encompass file
  2. Open the Blend Integration form

The CX.BLEND.DISCLOSURES.REQ field will be located at the bottom of the form.

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EllieMae Disclosed Loans Setting

The Honor EllieMae eDisclosures (non Blend eDisclosures) setting, if checked, disables the Blend integration if disclosures have been issued outside of Blend, thus turning off the B button.

If this is the case, and you wish to issue disclosures in Blend, this setting must be unchecked.

  1. Navigate to the KM Tools
  2. Click the Blend Integration tile in the Utility Manager
  3. Click the Disclosures tab

 

After checking all four settings above, the B button should appear in the Encompass file as long as it is currently synced to Blend. If the loan is not synced, refer to How to re-establish borrower sync with the KensieMae plugin to learn more.

 

  • Any changes to these settings will take effect on the next loan open event as settings are only applied during each loan open.
  • Access to these configuration settings might require elevated access in Encompass. If you don't have access to these tools, reach out to your Encompass administrator for assistance.

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