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MI Portal

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Overview

Tools ▼

Reports Email Triggers Document Triggers Document Readers LP Condition Tracking

Overview

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Email Triggers

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Tracks the number of LP-added conditions at the time of Conditional Approval for each loan. Loans waiting to be written are shown in the Pending queue below and are retried automatically every 2 minutes.

Pending

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History

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Reports

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⚙ Running:

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Run History

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Document Triggers coming soon.

Document Readers coming soon.

Profile

First Name

Last Name

Email Address

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New Email Trigger

Trigger Name

Status

From Email

From Name

The trigger fires when the Trigger Field equals the Trigger Value, and all filters also match.

Trigger Field ID

Trigger Value

Additional Filters

Add loan roles (looked up from the Encompass loan team) or fixed email addresses.

Use {fieldId} in the subject or body to insert live loan data. Example: {364} = Loan Number.

Subject Line

Email Body

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New Report

Report Name

Description

Select the Encompass loan folders to pull loans from. At least one is required to run the report.

Click the button above to load folders.

Each field becomes a column in the exported spreadsheet. Use field IDs (e.g. 364, 677, ORGID). Use ↑ ↓ to reorder, or click ⊕ on any row to insert a field after it.

⚠ Fields must be added to the Encompass Reporting Database to return data. If a column is blank for all loans, that field is likely not in the Reporting Database — contact your Encompass admin to enable it.

Optionally narrow results. All conditions must match (AND logic). Use canonical names like Fields.MS.STATUS.

When this report is run, the spreadsheet is emailed to these addresses.