The preconfigured personas and their primary functions are described below. • Loan Officer (LO) – Develops business and initiates loans: develops new client relationships and manages relationships over time; initiates the loan process, gathers basic client information, orders services for pre-qualification and pre-approval, and communicates with processor; monitors loans in the pipeline by tracking milestones …
Category: Encompass
Personas
Personas Personas represent job functions in your company. Each persona defines access to functions, forms, and tools. One or more personas are assigned to each user, depending on the job functions they perform in your company. NOTE: To enable Encompass clients to have more control over who can access their company’s settings in Encompass Settings, …
User group continued 5
Creating User Group-Based Reports User Group-based settings reports display and map information from the User Group setting in Company/User Setup setting in Encompass Settings. To Create a User Group-Based Report: 1 On the menu bar, click Encompass, and then click Settings. 2 On the left panel, click System Administration, and then click Settings Reports. 3 …
User group continued 4
To View and Edit a Public Business Contact Group: 1 On the Public Business Contact Groups screen, select a contact group, and then click the Edit icon. 2 On the Group Details window: • To change the group name, type the new name in the Group Name field. • To view a list of the …
User group continued 3
Assign Public Business Contact Groups to User Groups Public business contact groups are assigned to groups of users on the Resources tab of the User Groups setting. You can assign more than one public business contact group to each user group. This is also where you assign access rights (View or Edit) for the contacts …
User group continued 2
To Create a User Group: 1 On the menu bar, click Encompass, and then click Settings. 2 On the left panel, click Company/User Setup, and then click User Groups. 3 On the User Groups screen, click the New icon. 4 Type a Group Name, and then click OK. 5 Specify group members and group members’ …
User group continued 1
Use the User Groups setting to create groups of users that define access to loan and contact data. NOTE: The All Users group is the default group that contains all of your users. You cannot delete or modify the members. You can however edit the access settings. Best Practices and Guidelines • Use the All …
User groups
User Groups User groups define access to loan and contact data. • Loan Access – access to loans and loan folders • Borrower Contacts – public access to borrower contacts • Loan Templates – access to public templates, such as Loan Programs and Closing Cost templates • Resources – access to public resources such as …
Encompass – code demonstrates retrieving, updating and adding notes for a contact
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 …
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 = …
