The following code demonstrates retrieving, updating, and adding notes for a contact. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Create a new Business Contact in the …
Month: February 2024
Encompass – code removes the opportunity information from every Borrower Contact
The following code removes the opportunity information from every Borrower Contact for which the current mortgage rate is less than 4%. using System; using System.Collections; using System.IO; using System.Threading; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = …
Encompass – how to add an Opportunity record to a Borrower Contact
The following code demonstrates how to add an Opportunity record to a Borrower Contact. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Create a new contact BorrowerContact …
Encompass – how to use the Refresh method to restore the prior data to an opportunity
The following code demonstrates how to use the Refresh method to restore the prior data to an opportunity. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Retrieve …
Encompass – Disclosure Tracking Settings
Use the Disclosure Tracking Settings to define: •The forms to track in the Disclosure Tracking tool. •How disclosure history entries are added to the Disclosure Tracking tool. •Whether or not to include the day when a disclosure is sent when calculating the Compliance Timeline. To Configure Disclosure Tracking: 1On the menu bar, click Encompass, and …
Encompass – Code to add a new Milestone Task to a loan.
The following code demonstrates how to add a new MilestoneTask to a loan. 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 session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); Loan loan = session.Loans.Open(“{4c1cd774-96dd-4a92-b703-df8a07b8fc98}”); …
Encompass – Tracked document coding
The following code adds a new TrackedDocument to every loan in the My Pipeline folder, sets the document’s ordered day to today and allows 10 days for it to be received. 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 …
Encompass – The following code creates a new custom event on every Borrower Contact to indicate that a marketing email was sent to them.
The following code creates a new custom event on every Borrower Contact to indicate that a marketing email was sent to them. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.Query; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new …
Encompass – code creates a new appointment to meet with a contact
The following code creates a new appointment to meet with a contact. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Calendar; using EllieMae.Encompass.BusinessObjects.Contacts; using EllieMae.Encompass.Query; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Create a new …
Encompass – Viewing TPO Loans
Viewing TPO Loans After a loan is submitted via a TPO Connect website, authorized users can open their Pipeline and view the loan. The Company filter with Internal Organization and TPO options enable users to view only the loans originated in Encompass or only the loans submitted by the TPO contacts. Use the TPO filter …
