Steps to create a TPO portal using Encompass API:-
- Get Encompass API credentials: To use the Encompass API, you need API credentials, including a Client ID and a Client Secret. You can get these credentials by registering an API application with Ellie Mae.
- Choose a programming language: The Encompass API supports several programming languages, including C#, Java, Python, and JavaScript. Choose the programming language that you are most comfortable with.
- Integrate the Encompass API with your TPO portal: The Encompass API provides a set of RESTful web services that you can use to interact with Encompass. You need to integrate these web services into your TPO portal.
- Authenticate with Encompass: Before you can use the Encompass API, you need to authenticate with Encompass. You can use the OAuth 2.0 protocol to obtain an access token that you can use to make API calls. (POSTMAN would be helpful)
- Use Encompass API to interact with Encompass: Once you have authenticated with Encompass, you can use the Encompass API to retrieve data from Encompass, create new loans, and update existing loans. The API also provides functionality to manage users, pipeline, and loan folders.
- Test and deploy: Test your TPO portal thoroughly before deploying it to production. Ensure that your portal meets all the necessary security and compliance requirements.
These are the basic steps you need to follow to create a TPO portal using the Encompass API. However, the specifics of each step will depend on your specific requirements and the programming language you choose.
