Category: Encompass

Every Encompass system defines the roles which users will take on within a loan as it moves from milestone to milestone. Typical examples include the Loan Officer, Loan Processor and Underwriter roles. Roles can be used to determine the set of business rules which govern the user’s access to specific loan features or areas. Users …

Encompass controls access to individual loans using both implicitly and explicitly assigned access rights. Implicit access rights are those determined based on the user’s assignment as a loan team member, a user’s persona, or a user’s place within the organization hierarchy. These rights are automatically granted and cannot be revoked. For example, an administrator at …

1. Dynamic Data Management (DDM) – Overview and Benefits Dynamic Data Management (DDM) is a scenarios-based rules engine that ensures that the value of any fee or field is automatically populated for various loan scenarios, defined by the administrator. With DDM, you can control the order of operations and ensure that the relevant field value …

How to generate only a Planned Unit Development Rider (PUD) Rider, only a Condo Rider, or Both Riders? Summary: To Generate Both a PUD Rider and a Condominium Rider: Step 1: Click on Forms tab and Select Transmittal Summary Step 2: On Property Information Screen Then Click Property Type (Field 1041) as a PUD Step …

The provided code is a C# class named “DocumentPopUp,”. This class seems to be a plugin designed to interact with EllieMae’s Encompass loan origination software. Let’s break down the code: 1. **Using Statements**: This section includes several “using” directives to include external namespaces and classes that the plugin depends on. These namespaces include EllieMae.Encompass.Automation, EllieMae.Encompass.BusinessObjects, …

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(“; “, …