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 …
Category: Encompass
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 …
Encompass – Format an email template
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 …
Encompass – HTML Email Templates
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 …
