January 20.2 Service Pack

❗️

Ellie Mae will be replacing the EPPS V1 APIs with our new EPPS V2 APIs. Our EPPS V1 APIs will continue to be supported until Q2 of 2021. We recommend that you start transitioning to the EPPS V2 APIs. For more information about the new EPPS V2 APIs and for migration information, see the Deprecation Notice for EPPS V1.

New V1 Prospect Engagement APIS

The 20.2 January release of Encompass Developer Connect introduces the new Prospect Engagement Invite and Remind APIs. These APIs extend the capabilities of the upcoming Prospect Engagement feature in LO Connect and Velocify to other third-party systems.

📘

About the Prospect Engagement Feature in Velocify Lead Manager and LO Connect

The ICE Mortgage Technology Lending Platform is introducing a new Prospect Engagement feature this year that tightens the integration between Velocify Lead Manager, LO Connect, and Consumer Connect while providing an enhanced experience for prospects, such as leads, opportunities, or potential borrowers. This feature enables LO Connect and Velocify users to Invite these prospects to start a loan application and Remind them to complete an existing loan application in Encompass Consumer Connect. The invitation and reminder notifications sent to prospects include a direct link to their new or existing loan application. The loan applications are pre-populated with data captured by LO Connect or Velocify systems.

The Prospect Engagement feature will be available in Velocify Lead Manager and LO Connect in Q2 of this year.

Use these APIs to generate a link for the consumer that will start a new loan application or resume an existing incomplete loan application. The loan application will contain pre-populated data captured by the client system.

The Prospect Engagement APIs include the following endpoints:

• Invite: Use this API to generate a link to a new Encompass Consumer Connect loan application. The link can be inserted into a customer communication to invite a prospect to start a loan application.
  Endpoint URL: consumer/v1/invitations

• Remind: Use this API to generate a link to an existing incomplete loan application in Encompass Consumer Connect. The link can be inserted into a customer communication to remind a prospect to complete and submit their loan application.
  Endpoint URL: consumer/v1/reminders

Updates to V1 Loan Transformer API

The Loan Transformer API now supports the export of loans to ILAD format.

Endpoint URL: GET /services/v1/transformer?loanid=<>&format=ILAD

New V3 APIs for Verifications Support and New URLA

This release introduces new APIs for URLA Alternate Names and Verifications.

• URLA Alternate Names: Use this API to manage the applicant’s Alternate Names
  Endpoint URL: /v3/loans/{loanId}/applications/{applicationId}/{applicantType}/urlaAlternateNames

• Verificationsverification-of-liabilities: Use these APIs to manage various types of verification entities within each application in the loan

  • OtherLiabilities
    Endpoint URL: /v3/loans/{loanId}/applications/{applicationId}/otherLiabilities

  • OtherIncome
    Endpoint URL: /v3/loans/{loanId}/applications/{applicationId}/otherIncomeSources

  • OtherAssets
    Endpoint URL: /v3/loans/{loanId}/applications/{applicationId}/otherAssets

  • AdditionalLoans
    Endpoint URL: /v3/loans/{loanId}/applications/{applicationId}/additionalLoans

  • GiftsAndGrants
    Endpoint URL: /v3/loans/{loanId}/applications/{applicationId}/giftsGrants

Fixed Issues

Resolved Issue with Persona Access to Loans Business Rules with Custom Edit Access
An issue existed with Persona Access to Loans business rules that have Custom Edit access to the Lock Request and Profit Management tools. When such business rules were applied to a loan, users with that persona were not allowed to perform create/update operations with the Lock Request or Profit Management tools even though they had Edit Access to these sections.
This issue has been resolved.
EBSP-25775

Resolved Issue that Prevented Super Administrators from Accessing Hidden Fields
An issue existed with field access rules that grant access only to users with the Administrator persona. With this issue, access was restricted to all other personas as expected, however, super administrators were also restricted when using the GetLoan call.
This issue has been resolved and now users with a super administrator persona can access fields where an Administrator persona is required.
EBSP-25726