Month: May 2023

TPO Common Issue 1. How to add a Sales Rep/AE to appear under External Company Setup/ Company Details “Primary Sales Rep/ AE “ list. Step 1: Identify the user to be the Primary Sales Rep /AE. I will use user “Chris H” for this example. Step 2: Create a new Persona , and name this …

The current user is a variable that isn’t available within a loan file. So we must have to create a loan custom field. Encompass=>Settings->Loan setup->Loan custom field   Create a New Custom Field Field ID: CX.CURRENT.USER.ID (may use own but may not have USERID without a separation) Description: Current User ID (may use own but may not …

Encompass SDK – The following code displays all of the Milestone information for a loan. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessEnums; using EllieMae.Encompass.BusinessObjects.Loans; using EllieMae.Encompass.BusinessObjects.Loans.Events; class LoanReader { public static void Main() { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Open a loan …

The Closing Process The closing process in Encompass enables you to order and receive closing documents using a single source of information without leaving Encompass. When closing documents are returned, the closer can view, print, and then send the document package. This chapter discusses the steps and guidelines to follow when proceeding through the closing …

A Loan Associate is a User or UserGroup which has been assigned to a role within the loan. A loan associate is typically responsible for completing one or more tasks during the lifetime of a loan. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Loans; class LoanManager { public static void Main(string[] args) { …

The following code demonstrates how to use the LoanFields object to access various fields on a Loan. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Loans; class LoanManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Open an …

The following code produces a report of all the loans in the My Pipeline folder which are currently waiting to be sent to processing. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessEnums; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Loans; using EllieMae.Encompass.BusinessObjects.Loans.Logging; class LoanReader { public static void Main() { // Open the session to the remote server Session …