Year: 2024

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 …

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 …

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 …

To Format a Template Use the toolbar above the email message text box to format the content. 1Select text and use the drop-down lists to adjust the font type and size. 2Click the formatting icons to make the text bold, italic or underlined, or to change the font color. 3To insert an image, click the …

HTML Email Templates Administrators can use the HTML Email Templates setting to set up company-wide templates for HTML emails that can be sent from the eFolder when requesting documents via the Request button, sending eDisclosures via the eDisclosure button, or sending files via the Send button. Encompass ships with one template for each category: document …

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 …

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 …

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 …

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 …