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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 …

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 …