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 …
Lock request secondary registration and EPPS
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 …
Lock request and EPPS
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 …
Recording payment into the servicing history of the loan
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 …
Encompass EPPS – Programs
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 …
Encompass EPPS – Promote and Edit a custom field
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 …
Encompass EPPS – Custom Fields
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 …
Encompass EPPS – To Promote a Rule to Production
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 …
Encompass EPPS – Test a rule
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 …
Encompass EPPS – To Create a Rule
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 …
