EPN Settlement Services Platform
Enhancements Scheduled for Sept. 27, 2019


Starting Friday Morning, September 27th, 2019, the EPN settlement services platform will be updated with new features and enhancements listed here.  Features include the ability to control other SharperLending product logins from EPN, a new management report, better vendor messaging, and more.  Read on for complete information.


EPN Stores, Synchronizes, Controls Login Values for XpertOnline Credit, SharperLending TVP Systems
For XpertOnline Credit and SharperLending TRV vendors, your clients’ users can now set up existing login credentials on their user profile in EPN to have the user’s XOL and TRV credentials automatically synchronize from these two systems into EPN. Doing this will override codes setup at the vendor level.

Additionally, if your client users want to change their XOL or TRV user credentials in EPN, these changes will push the new credentials over to those other systems. This makes EPN a central location for XOL and TRV login storage for those clients that may not login to those systems often and use EPN more.

When set up on the user’s profile, this will override the codes set on the vendor in the Vendor Setup section within EPN.

How to use this feature:
Your client users can login to EPN, and click the Profile button at top right.  On the Profile screen, they will see new fields shown here.

  • XpertOnline Credentials
    • Enter the user’s Provider ID, Subscriber ID, Username, and Password that they use to login to XpertOnline into these four fields. 
       
    • By checking the Update XpertOnline password when password is updated in this system checkbox, whenever the XpertOnline password is changed here in EPN, it will automatically be changed in XpertOnline as well.  This checkbox is recommended to be checked if the user’s profile stores XpertOnline credit credentials to keep both systems in sync with each other.
       
  • Tax Return Verification Credentials
    • Enter the user’s Username and Password that they use to login to Tax Return Verification into these two fields. 
       
    • By checking the Update Tax Return Verification password when password is updated in this system checkbox, whenever the Tax Return Verification password is changed here in EPN, it will automatically be changed in Tax Return Verification as well.  This checkbox is recommended to be checked if the user’s profile stores XpertOnline credit credentials to keep both systems in sync with each other.


Important Note: if your clients access XpertOnline or TVP through an LOS, and that LOS stores user credentials, and you check the checkbox to have EPN update user passwords in XOL or TVP when they are changed here, passwords will need to be updated in LOS systems as well.
 
New Management Report for Lender Admins Helps Track Vendor Completion Times
Available for administrator users only, a new management report called Vendor Turn Times is helping keep track of the amount of time that it takes a vendor to complete an order. The report tracks the turnaround time from the date and time the order was placed to the date and time the vendor completed the order and returned it to EPN, and is helpful to see how your vendors are performing.

How to use this feature:
Login as an administrator user, and click the Administrator Reports option from the menu at left.  There will be a new Standard report called Vendor Turn Times.  Click the arrow at right that corresponds to this report, then either select a preset date range, or enter start and end dates, then click Apply.  When ready, click Run Report.  You will then be prompted to download a CSV file that contains the vendor turn time data for the Lender Admin and all users that are setup under that branch.  The first section of the report is a summary by vendor, and the second section includes the detail for each order completed by that vendor for the selected date range.
 
Enhanced Intelligence for Vendor Messaging
When sending vendors messages on orders, some system vendors are able to accept attachments along with those messages, while some system vendors cannot. With this release we have made it easier for you and your clients to identify which vendors can and cannot receive message attachments. If the vendor can accept message attachments through their EPN integration, when a user attempts to send a message to the vendor, the Attachments button/Drag File Here field will be displayed. If the vendor cannot accept message attachments, the Attachments button will not be displayed, and the user will see a notice that reads “Attachments disabled: vendor cannot receive attachments.”

Note that all custom vendor messages can include attachments since these are sent via email. Additionally, when you or your clients change the message recipient to Customer Service, all customer service messages can be sent attachments as well.

How to use this feature:
This feature is enabled by default. When a user opens an order onto the Order Information tab, then scrolls down to the Products section and expands a specific product type, then clicks the New Message button, they will immediately see on-screen whether they can include an attachment with their message or not.
 
Get More Control Over Custom Vendors with Vendor Removal Option
As a manager in EPN, you know that you can provide access to any vendor in the mortgage industry to your clients – even if that vendor doesn’t have a system-to-system integration. The ability to create custom vendors and connect them to your clients is one of the features that sets EPN apart from other single-source settlement services platforms.

While we have had the ability for you to create custom vendors for years now, there has never been the option to remove a custom vendor (and its products) that you created from EPN – until now. Managers can now access the Vendor Setup screens, choose a custom vendor, and if necessary – remove the vendor and its products from EPN in its entirety. Doing this removes the vendor and all vendor products from all clients, client users, and manager users.

Use caution with this feature, as it cannot be undone. Completed reports that were delivered from this vendor into EPN will continue to be available. Additionally, any product orders that are currently outstanding/pending may not be completed as the vendor will no longer have access to EPN

How to use this feature:
Login to EPN as a manger user, and from the menu at left, click Vendor Setup, then choose a custom vendor from the list and click on it to view vendor details.  On the resulting page, there will be a new button at the top, just below the vendor name, that says Delete Vendor.