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In an earlier blog SOAP API – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we covered the basics of SOAP API. In this article we will dive into the functionalities of two other commonly used APIs, the REST API and the BULK API. REST API REST stands for REpresentational State Transfer. It is a…
Encompass LO Connect is a web-based extension of Encompass that provides loan originators with quick, secure access to loan files. Loan Officers can use Encompass LO Connect to streamline their origination process and boost productivity. Features of Encompass LO Connect: Encompass LO Connect enables loan originators to take applications, order credit, run product and pricing,…
In a previous article Salesforce API – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we covered the fundamentals of Salesforce API. This article discusses the SOAP API which is a commonly used Data API. While other APIs let us do things like customize page layouts or build custom development tools, the data APIs helps…
Mortgage Lenders can save time by giving borrowers a paperless way to collaborate with lenders by allowing them to drag and drop documents or images into the portal, upload photos from a phone, eSign documents and receive real-time updates. Please find below a detailed overview(including screenshots) of the borrower portal within Encompass Consumer Connect from…
API stands for Application Programming Interface. It provides a way to remotely interact with a web service. In the salesforce scenario, it can be defined as a software intermediary which connects between salesforce and any external system to programmatically access salesforce data. The typical uses of Salesforce API includes Create, Read, Update and Delete of…
In the modern mortgage industry, leads and opportunities can come from different sources and angles – there’s lead generation that exists online doing marketing as well as leads that come from real estate agents, referral partners and past clients. So, it is important to automate most of the lead generation for mortgage lenders and make…
We covered Apex class and method by writting a demo code on a custom object in the previous article Apex Class – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). This code will be called by the Apex Trigger to make changes in a newly inserted record using the method explained in the apex class.…
In the previous article, we learned about the basics of Apex Apex – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). This article presents the step by step procedure of creating a simple Apex class and method on a custom object and custom field. The prerequisites can be either one of the following. A Salesforce…
How to Create Conditions within Encompass: This article enlists the steps on how to setup conditions within the Encompass backend settings by an admin or super admin. Steps On the menu bar, click Encompass, and then click Settings. 2. The first step in creating each Condition is creating a document bucket attached to it. On the…
Apex is a programming language developed by Salesforce. It is an object oriented programming language that allows developers to execute flow and transaction control statements on the salesforce platform. It helps developers to add business logic to most of the system events like button clicks, record updates and Visual force pages. The syntax is…