Milestone Reporting in Encompass

How are Encompass Milestones named in Maxwell BI?

Encompass has multiple names for milestones:

1. An official "Milestone Name"

2. An "As Shown in Log" name for before a milestone is completed.

3. An "As Shown in Log" name for after a milestone is completed.

You can see these names when creating or editing a milestone as an Administrator:

For Maxwell BI, we use the "Milestone Name" in all reports.

If you're looking at the Milestone Log in Encompass and need to know the underlying Milestone Names, you can click on a milestone and see the Milestone Name in the title bar:

As you can see, in the log the name appears as "Sent to processing", but the Milestone Name is "Processing".

How are you determining when a milestone STARTS?

Encompass is a bit tricky here. When someone selects the "Finished" checkbox in Encompass, that actually sets that milestone as the current milestone, and starts the clock on that milestone.

For example, in the screenshot below, the loan is currently in the “Processing” milestone (the last milestone in Bold):

With that in mind, the date when a milestone started can be found in two places: In the right column of the Milestone Log, and in the milestone header.

Also note, we're calculating the total amount of time in the background by using event changes. If the loan above went back to the "File Started" milestone for some reason, it would change the start dates above, but we would add that time to the previous time in milestone to give you accurate durations.

How do you determine when a milestone ENDS?

By using the start time of the next milestone. When the next milestone starts, the clock stops on the previous milestone.

What if a loan skips a Milestone?

For every loan, regardless of the Milestone Template used, we see when each milestone starts and when it ends. If a loan doesn't go through certain milestones as part of your process, those milestones are not included in the totals.

And you can see this throughout Maxwell BI. For instance, when hovering over the turn-times in the operations reports, you can see a count of the number of loans that went through that milestone:

When calculating the Days per Loan, we are only using loans that actually went through that milestone.