The following code creates a new attachment to the loan and associates it with an existing Appraisal. using System; using System.IO; using EllieMae.Encompass.Client; 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 session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Open …
Month: January 2024
Tracked document Encompass – showing all attachments of a loan file using coding
The following code exports all of the attachments associated with the Appraisals in a loan. using System; using System.IO; using EllieMae.Encompass.Client; 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 session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Open and lock …
Organization hierarchy and Encompass development coding
The following code demonstrates how to display the entire organization hierarchy. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Users; class UserManager { public static void Main() { // Open the session to the remote server. We will need to be logged // in as an Administrator to modify the user accounts. Session session …
Persona and pipeline view
Create the default Pipeline view for the persona by configuring the columns that display on the Pipeline, the order in which they appear, the sorting order for the loan entries, and by applying search filters to the Pipeline data. 1In the Pipeline Views section, click the New icon. 2 Select Create a new, empty Pipeline …
