Category: Encompass

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 …

So, your borrower is saying when he tries to login he gets this error and you are scratching your head what has gone wrong? First step is go to consumer connect and tries to see in Borrower lookup that if borrower has used and connected loan with a separate email long back and now completely …

So, here is a C# code to get a loan in Encompass developer connect, I already explained how to get developer connect, install postman etc and how to start. Please go through previous post for more info or ask me. var client = new RestClient(“https://api.elliemae.com/encompass/v1/loans/{32charactersguidwith4dashes}”); client.Timeout = -1; var request = new RestRequest(Method.GET); request.AddHeader(“Authorization”, “Bearer …

You really have to start requesting developer connect account to clientsuccess questions email, if your administrator has not started and got developer account yet. They need to sign agreement through Adobe Echosign etc which will cost nothing but only a competent person from your Encompass admin can sign. Then Developer connect will be provisioned. Once …

Loan teams will get an error message if special characters are used in file names. If a document file name contains any special characters/symbols [@, #, $, %, &, (, ), *, +,~,!,^] this error will be displayed by Encompass when importing documents from Blend. Resolution :- 1. Navigate to the Docs tab. 2. Click on the document name to download …

Access to the HELOC Management input form is configured by the Encompass administrator in the Personas setting. To Enable User to Access the HELOC Management Form: 1. Go to Encompass > Settings > Company/User Setup > Personas. 2. Click to select a Persona type in the left panel. 3. Click the Form/Tools tab. 4. In …

Working with HELOC features Your operations team and company decision makers determine your company’s HELOC policy:  Review the HELOC programs offered by you or your investors.  Set a credit policy regarding draw, repay, and types of HELOC loans to offer.  Review the HELOC Management Input Form section and HELOC Configuration Worksheet later …