Year: 2023

In the last 10-15 days, there are some issues coming up that Freddie Mac UCD is not generating. Clearly here, Closing Disclosure, Closing Disclosure alternate, and Closing disclosure seller copies system want to see, but only UCD.X1 i.e CD is generating but the other two UCD.X3 and UCD.X5 are not generating. It has a very …

In the context of secondary registration tools in Encompass, “buy side” and “sell side” pricing refer to different approaches for determining the pricing of loans or mortgage-backed securities (MBS) in the secondary market. Buy Side Pricing: Buy-side pricing refers to the pricing approach used by buyers of loans or MBS in the secondary market. In …

Here are codes that write the actual or expected closing date for every loan in the “My Pipeline” folder that has been sent for 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 …

To automate COC (Change of Circumstance) in Encompass, we can follow these steps: Identify the COC fields in Encompass that need to be updated based on certain conditions or events. Determine the trigger for the COC. This could be a specific event, such as a borrower’s income or employment status changing, or a specific date …

I need to block the ability for my users to load a template that is associated with a different channel.  Switching programs in the same channel is not an issue but compliance for disclosures makes flipping from broker to retail or vice versa a nightmare. To block users from loading a template that is associated …

So, here are some codes of a method explaining how we can move attachments in Encompass to a specified document folder This method MoveToFolder takes two parameters, docTitle and docBucket, both of type string. It returns a bool value indicating whether or not the document was moved to the folder. Inside the method, first, it …

Here are codes in c# to restrict CD and LE after CD issuance using EllieMae.Encompass.BusinessObjects.Loans; using EllieMae.Encompass.BusinessObjects.Users; using EllieMae.Encompass.Client; using EllieMae.Encompass.Collections; using System; namespace MyBusinessRules { public class CdIssueDateRestriction { [BusinessRuleComponent(“Restrict LE and CD Changes after CD Issue Date is Entered”)] public static void RestrictCdAndLeChanges(Loan loan) { // Retrieve the CD Issue Date field value …

In this file, there was no Mavent report ran and the APOR field is blank. The APOR is needed to calculate the correct General Qualified Mortgage Loan Price-Based threshold. Since Mavent populates the APOR field (Field 3134) when a Mavent report is ran then to populate the APOR, run a Mavent report under Encompass tools …

When fields are added to the Lock Request Additional Fields,  the LR Additional fields values are not saving: Exiting the form and re-entering the field is blank again The LR additional fields are populated from the “base” fields when the Lock Request form is opened. In order to save the value the LR field must …

Create a form in the input form builder to accept search text and based on input we can search field name in Encompass and display its details and how to create DLL to achieve same result in Visual Studio Open the Input Form Builder in Encompass and create a new form. Drag and drop a …