REST and BULK API

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…

SOAP API

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…

Overview of Borrower Portal within Encompass Consumer Connect

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…

Salesforce API

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…

Lead Generation for the new generation of mortgage lenders

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…

Apex Trigger

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.…

Apex

  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…