Creating an Encompass plugin that reads a PDF from the eFolder, uses AI to detect the Credit Report generation date, and writes that date to Field 5040 involves a combination of: Encompass Plugin SDK / API PDF parsing (AI/NLP or regex for credit reports) Integration with an OCR/AI engine Writing values to loan fields Overview …
Year: 2025
Lending club Loan data analysis with Keras and TensorFlow – AI Project for Loans Data
Deep Learning with Keras and TensorFlow Project – Lending Club Loan Data Analysis Objective: Create a model that predicts whether or not a loan will be default using historical data. Problem Statement: For companies like Lending Club correctly predicting whether or not a loan will be a default is very important. In this project, using …
Sales Analysis Project in AI Python Panda Sklearn scikit-learn matplotlib dash core Write up
All correct packages like pandas, scikit-learn, matplotlib, seaborn, dash, dash core components and html etc should be installed using pip install Since this project is going to be saved as a Jupyter notebook file so csv file must be placed in same directory where the notebook .ipynb is saved. Although it can be saved …
Employee turnover project with ML Panda Python Artificial Intelligence AI
Problem statement Portobello Tech is an app innovator who has devised an intelligent way of predicting employee turnover within the company. It periodically evaluates employees’ work details, including the number of projects they worked on, average monthly working hours, time spent in the company, promotions in the last five years, and salary level. Data …
edisclosures and econsent
The eDisclosure feature in Encompass® allows users to generate and send initial disclosure packages electronically to borrowers. Here’s a brief overview of how it works and some key functionalities: Generating eDisclosure Packages: Users can generate an initial disclosure package and send it to borrowers. Borrowers are notified via email that the documents are available on …
Persona settings – web custom input forms tools
Persona Settings to Control User Access to Custom Forms, Custom Tools, and Global Custom Tools A Web Version settings tab is provided in the Personas settings in Encompass. Administrators can use these settings to configure user access to custom forms, custom tools, and global custom tools in the web version of Encompass that have been …
Anti-Steering Disclosure form
To Add the Anti-Steering Disclosure Form to the eDisclosures Packages: 1 On the menu bar, click Encompass, and then click Settings. 2 On the left panel, click eFolder Setup, and then click Documents. 3 Click the New icon. 4 In the Name field, enter a name for the document (such as Anti-Steering Safe Harbor Disclosure …
Encompass Plugin for Persona-Based Loan File Saving Restriction
Encompass Plugin for Persona-Based Loan File Saving Restriction This plugin aims to restrict users from saving a loan file in Encompass based on their assigned persona. You can define specific personas that are allowed or disallowed from saving loan files. Core Functionality: The plugin will intercept the “Save” action within Encompass and perform the following …
Encompass Mavent failure – Contract Rate cannot exceed 15% on a Fixed Rate First Lien Loan(1000168) FAIL
Under the Kansas Usury Law, the maximum interest rate cannot exceed 15% per annum. (Kan. Stat. Ann. 16-207(a)) Within the Bona Fide Discount Point Assessment tool, by going to ATR/QM Management > Qualifications tab > Points and Fees Section > click on Discount Points button [], clear out the value for Starting Adjustment Rate (field ID NEWHUD.X1720). Re-Run Mavent.
