Manage Loans
Use Case | Description | API |
---|---|---|
Lock on a loan before modifying it to prevent conflicting changes from other users | Acquire an exclusive on a loan, make your changes, and then release the lock. | Loan: Lock |
Retrieve the lock status of a loan | Retrieve the lock status for only one specific. | Get Resource Locks |
Create and update loans with common characteristics | Encompass allows users to create publicly or privately available loan templates to facilitate the creation of loans that have common characteristics or data | Create Loan and Update Loan |
Organize your loans using folders | Create a new loan in a specified folder or move existing loans into specific folders. Note that folders must be created in Encompass. | Create Loan and Move to Loan Folder |
Automate Vendor Service Orders for Credit & Verification | Subscribe for Webhook notifications on transaction Update event. Place a Service Order and get a transaction ID. Receive a webhook notification when there is any update on the transaction. Retrieve the Transaction Order Status | Order Services and Get Service Order Status |
Updated 10 months ago