Pipeline Viewer Help

Release Information at Bottom of Page

What do the Icons mean?

What do I do?

If there are loans that show up for you, that means they need attention. The Status column will let you know if a task is in jeopardy of being late: Caution; or if a task is already late: Behind Schedule. To correct the exception, simply double-click the line entry to open the loan.

Where are just my loans?

At the top of the pipeline viewer window, to find the loans that you are specifically assigned to within the milestone workflows, click on the “My Loans” tab. This tab operates the same way as the “My Loans” function within the standard Encompass “Pipeline” tab.


The release number corresponds to the release date (YY-MM-DD-version).

Updated to correspond to the updated functionalities of the helper plugin, TVMAUtility. No functionality or other changes were made to Pipeline Viewer or other plugins/codebases/etc.

Feature and Performance Update:

Two new tags have been added to the “Settings” line (new defaults listed below):
LoadOnStartup="false" ShowAllLoansFor="administrator|superadministrator"

The new feature will increase performance for those lenders that have large pipelines for their user base.

  • LoadOnStartup:

    • This feature will prevent the Pipeline Viewer window loading in the forefront of the Encompass UI and will force the load of the application in the Task Menu (normally found in the lower right hand side of your desktop with the clock) as a Teraverde logo icon.

  • ShowAllLoansFor:

    • This feature will disable the “All Loans” tab from personas that are not listed. This will prevent users that have access to all company loans in making a pipeline query against the system.

Additionally, for performance, users that have access to both “My Loans” and “All Loans”, the tab order has been made so that the “My Loans” is the default and first tab, also increasing the performance by decreasing the demand to query the system for the entire pipeline.


  • New configuration to allow the exclusion of personas

To utilize the new Persona feature, add the following tag element in the Settings line into your TVMA_pipelineviewer.xml file and add the personas (no spaces and separated by the vertical bar)


Example of an updated line:

<Settings FilePath=“C:\” ExcludeFolders=“Trash|Training” AllowablePersonas=“administrator|superadministrator|loanofficer|loanprocessor|underwriter|closer”>

Note: after any updates made to the configuration file, click the “Get Original Settings” icon to ensure the newly updated information is being pulled into your view.

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