Category: Encompass

Here are some codes of an Encompass plugin. There are some great seniors and friends who helped you at any stage. Thanks Michael, Zachary, Larry, Nikolai and few more. This class appears to be implementing functionality related to milestones in a software application, potentially a mortgage or loan processing application, given the references to “Encompass” …

Not Accessible Columns Select the columns that the persona cannot add to the Pipeline. 1 To make a column inaccessible to the persona, click the New icon. 2 On the Select Field window, select a field from the list, and click OK. • To search for a field, type one or more characters in the …

To Resolve: Mavent is looking for a new disclosure or closing docs to be created in the disclosure tracking to pass on an order. So, go to Disclosure tracking and create new CD disclosure.

If maven compliance is showing ‘ERROR’ not FAIL because of ATR/QM, it just means the combo of ATR/QM QM.X23 and QM.X24 are not correct.   Take a look at the field IDs QM.X23 and QM.X24. If QM.X23 is not “Qualified Mortgage” then the ‘type’ of Qualified Mortgage (qm.x24) needs to be blank. Otherwise, if the …

Here is a small sendemail transcript function and explanation for Encompass private void SaveEmailTranscript(EmailTemplate template, List<EmailAttachment> atts) { StringBuilder stringBuilder = new StringBuilder(); List<string> values = new List<string>(); values.AddRange((IEnumerable<string>) template.ToAddresses.GetAddresses(template)); values.AddRange((IEnumerable<string>) template.CCAddresses.GetAddresses(template)); values.AddRange((IEnumerable<string>) template.BCCAddresses.GetAddresses(template)); stringBuilder.AppendLine(“From: ” + EncompassApplication.CurrentUser.FullName + “<” + EncompassApplication.CurrentUser.Email + “>”); stringBuilder.AppendLine(“Sent: ” + DateTime.Now.ToString(“MM/dd/yyyy hh:mm:ss tt”)); stringBuilder.AppendLine(“To: ” + string.Join(“; “, …

Here is a code snippet of send email for one of the encompass plugin public void SendEmail(EmailTemplate template) { try { // ISSUE: reference to a compiler-generated field if (Main.\u003C\u003Eo__38.\u003C\u003Ep__0 == null) { // ISSUE: reference to a compiler-generated field Main.\u003C\u003Eo__38.\u003C\u003Ep__0 = CallSite<Func<CallSite, object, MailItem>>.Create(Binder.Convert(CSharpBinderFlags.ConvertExplicit, typeof (MailItem), typeof (Main))); } MailItem message = Main.\u003C\u003Eo__38.\u003C\u003Ep__0.Target((CallSite) Main.\u003C\u003Eo__38.\u003C\u003Ep__0, …

Here are some snippets from the plugin to move attachments to a folder foreach (Attachment attachment in currentLoan.Attachments) { List<string> stringList = new List<string>(); try { string str1 = docTitle; char[] chArray = new char[1]{ ‘,’ }; foreach (string str2 in str1.Split(chArray)) stringList.Add(str2); } catch { stringList.Add(docTitle); } foreach (string str in stringList) { if …

If your NMLS report is coming wrong every time, there are many variables that we have to check, but here I am trying to summarize fields and calculations used for the NMLS report in Encompass. This is not a complete list and nothing new, but just wish to remind you that NMLS reports are complicated …

There is an issue that my team has been complaining about over a period of time the Investor name entered in File contacts is disappearing from the Loan file after the EPPS lock is confirmed. I looked into it and it was clear that EPPS is overwriting the existing VEND.X263 with 2278, Since, no Investor …

In Encompass Banker edition, after a loan officer places a lock request and exits the loan file, the lock desk can access the Secondary Registration tool, review the information, validate buy-side information, and search for sell-side product and pricing options. To Search for Products and Prices from the Secondary Registration Tool: 1        Open a loan …