In this file, there was no Mavent report ran and the APOR field is blank. The APOR is needed to calculate the correct General Qualified Mortgage Loan Price-Based threshold. Since Mavent populates the APOR field (Field 3134) when a Mavent report is ran then to populate the APOR, run a Mavent report under Encompass tools …

When fields are added to the Lock Request Additional Fields,  the LR Additional fields values are not saving: Exiting the form and re-entering the field is blank again The LR additional fields are populated from the “base” fields when the Lock Request form is opened. In order to save the value the LR field must …

Create a form in the input form builder to accept search text and based on input we can search field name in Encompass and display its details and how to create DLL to achieve same result in Visual Studio Open the Input Form Builder in Encompass and create a new form. Drag and drop a …

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 …