Category: Encompass

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 …

Search for Products, Rates, and Prices from the Lock Request Form Loan officers can search for products and prices from the Encompass Product and Pricing Service by clicking the Get Pricing button on the Lock Request Form tool. To Search for Products and Prices from the Lock Request Form Tool: Open a loan file, dick …

The following code demonstrates how to record a payment into the servicing history of the loan. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Loans; using EllieMae.Encompass.BusinessObjects.Loans.Servicing; class SampleApp { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.StartOffline(“mary”, “maryspwd”); // Open the …

Use the Programs tab to select the programs from each lender that are available to your users, and to create program name aliases and program codes that display in EPPS when your users search for rates. Aliases enable users to select programs without viewing investor-specific terms, product names, or codes. When you create and save …

To Promote a Custom Field Definition: 1. Log into EPPS as a Client Admin. 2. Click on the Admin tab, and then click on the Custom Fields tab. 3. Locate the custom field definition you want to promote on the Custom Fields Versions page. Note: You can only promote Test versions. 4. Click on Promote …

Custom Fields Use the Custom Fields tab to import additional Encompass fields (located in the Lock Request Additional Field setting) into EPPS and condition rules on the values in these fields. Note: The Client Admin must be assigned with the Manage Custom Fields manager right in order to access the Custom Fields tab. On the …