Use the User Groups setting to create groups of users that define access to loan and contact data. NOTE: The All Users group is the default group that contains all of your users. You cannot delete or modify the members. You can however edit the access settings. Best Practices and Guidelines • Use the All …
User groups
User Groups User groups define access to loan and contact data. • Loan Access – access to loans and loan folders • Borrower Contacts – public access to borrower contacts • Loan Templates – access to public templates, such as Loan Programs and Closing Cost templates • Resources – access to public resources such as …
Important learning – Encompass
1. Fail message never works with super admin so login as any other user like LO, MC, LP, LA etc if you want to validate and test Fail messages. 2. Loan Form Printing rule in Business Rules cant be imported – 28-May-2024 3. System Administration-> Settings Reports Use the Settings Reports tool to generate and …
Encompass – code demonstrates retrieving, updating and adding notes for a contact
The following code demonstrates retrieving, updating, and adding notes for a contact. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Create a new Business Contact in the …
Encompass – code removes the opportunity information from every Borrower Contact
The following code removes the opportunity information from every Borrower Contact for which the current mortgage rate is less than 4%. using System; using System.Collections; using System.IO; using System.Threading; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = …
Encompass – how to add an Opportunity record to a Borrower Contact
The following code demonstrates how to add an Opportunity record to a Borrower Contact. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Create a new contact BorrowerContact …
Encompass – how to use the Refresh method to restore the prior data to an opportunity
The following code demonstrates how to use the Refresh method to restore the prior data to an opportunity. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Contacts; class ContactManager { public static void Main(string[] args) { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); // Retrieve …
Encompass – Disclosure Tracking Settings
Use the Disclosure Tracking Settings to define: •The forms to track in the Disclosure Tracking tool. •How disclosure history entries are added to the Disclosure Tracking tool. •Whether or not to include the day when a disclosure is sent when calculating the Compliance Timeline. To Configure Disclosure Tracking: 1On the menu bar, click Encompass, and …
Encompass – Code to add a new Milestone Task to a loan.
The following code demonstrates how to add a new MilestoneTask to a loan. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessEnums; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Loans; using EllieMae.Encompass.BusinessObjects.Loans.Logging; class LoanReader { public static void Main() { // Open the session to the remote server Session session = new Session(); session.Start(“myserver”, “mary”, “maryspwd”); Loan loan = session.Loans.Open(“{4c1cd774-96dd-4a92-b703-df8a07b8fc98}”); …
Encompass – Tracked document coding
The following code adds a new TrackedDocument to every loan in the My Pipeline folder, sets the document’s ordered day to today and allows 10 days for it to be received. using System; using System.IO; using EllieMae.Encompass.Client; using EllieMae.Encompass.BusinessObjects; using EllieMae.Encompass.BusinessObjects.Loans; using EllieMae.Encompass.BusinessObjects.Loans.Logging; class LoanReader { public static void Main() { // Open the session …
