Year: 2023

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 …

So, here are sample codes using Encompass API to batch update lender name using EllieMae.Encompass.Api; using EllieMae.Encompass.BusinessObjects.Loans; // Authenticate with Encompass API Session session = new Session(); session.Start(“encompass_api_user”, “encompass_api_password”); // Define loan filter criteria for batch update LoanFilter loanFilter = new LoanFilter(); loanFilter.AddFilter(LoanField.LoanFolder, “MyFolder”); loanFilter.AddFilter(LoanField.LoanStatus, LoanStatus.Active); // Retrieve loans matching the filter criteria LoanData[] loans …

Here’s an example code in Python that demonstrates how to send an email using the Encompass API: This is in ‘python’ import requests import json url = ‘https://api.elliemae.com/encompass/v1/borrowers/{}/email’ access_token = ‘YOUR_ACCESS_TOKEN’ borrower_id = ‘BORROWER_ID’ headers = { ‘Authorization’: f’Bearer {access_token}’, ‘Content-Type’: ‘application/json’ } data = { ‘subject’: ‘Hello from Encompass’, ‘body’: ‘This is a test …

In Encompass, you can use checkboxes as radio buttons by creating a custom script that ensures only one checkbox can be selected at a time. Here’s how to do it: Open the Custom Form Designer in Encompass and create a form that includes multiple checkboxes that you want to use as radio buttons. Create a …