Category: Encompass

To Promote a Rule to Production: Once you have created a rule and tested it, you can promote it to a Production version. 1. Log into EPPS as a Client Admin. 2. Click the Admin tab, and then click the Rule Manager tab. 3. Locate the rule you want to promote on the Rule Manager …

To Test a Rule: Before promoting your rule to Production, you can test it using a modified Qualify tab. At the bottom of the page, there is a Test button. By clicking the Test button, the loan will be qualified using any effective Test rules. To verify that your rule is working, compare the qualification …

To Create a Rule: 1. Log into EPPS as a Client Admin. 2. Click the Admin tab, and then click the Rule Manager tab. 3. Click Create New Rule. 4. In the Rule Header section, which contains general rule information, enter the following required information. ▪ Rule Name – A unique client-defined identifier for the …

The following code demonstrates how to iterate over each attachment associated with a loan and extract it to disk. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Loans; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.StartOffline(“mary”, “maryspwd”); // Open …

Here are codes for web form – Load event – ES5 and ES6/2017 Load Event • Example Use Case: The administrator creates a form with three group boxes: “VA Data,” “Conventional Data,” and “FHA Data.” Upon loading the form, the group boxes will be hidden or displayed depending on the value in the “Loan Type” …

TPO Common Issue 1. How to add a Sales Rep/AE to appear under External Company Setup/ Company Details “Primary Sales Rep/ AE “ list. Step 1: Identify the user to be the Primary Sales Rep /AE. I will use user “Chris H” for this example. Step 2: Create a new Persona , and name this …

The current user is a variable that isn’t available within a loan file. So we must have to create a loan custom field. Encompass=>Settings->Loan setup->Loan custom field   Create a New Custom Field Field ID: CX.CURRENT.USER.ID (may use own but may not have USERID without a separation) Description: Current User ID (may use own but may not …

Encompass SDK – The following code displays all of the Milestone information for a loan. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessEnums; using EllieMae.Encompass.BusinessObjects.Loans; using EllieMae.Encompass.BusinessObjects.Loans.Events; class LoanReader { public static void Main() { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Open a loan …

The Closing Process The closing process in Encompass enables you to order and receive closing documents using a single source of information without leaving Encompass. When closing documents are returned, the closer can view, print, and then send the document package. This chapter discusses the steps and guidelines to follow when proceeding through the closing …

A Loan Associate is a User or UserGroup which has been assigned to a role within the loan. A loan associate is typically responsible for completing one or more tasks during the lifetime of a loan. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Loans; class LoanManager { public static void Main(string[] args) { …