Create Loan Audit for Opening Order

Creates the initial audit job for an opening order, which is typical for initial disclosures. This will run asynchronously until it has completed. A Loan Audit ID is returned in the response and a webhook notification will be generated when complete.

Optional - Mavent Audit is included, if Encompass admin has enabled the eDisclosure Packages setting "Include Compliance Report with Data audit".

Usage Notes

This API returns the following use case-specific error messages for the company-conditional package Control Option:

  • Use Case #1: No Packages Selected in Settings - If Admin settings are incomplete, meaning that no packages have been selected, the following error message will return: "There are no disclosure packages available to send to this borrower pair at this time."
  • Use Case #2: All Packages Were Previously Sent - If conditions were met for all packages and have already been sent, the following error message will return: “Borrower pair has already received all available disclosures.
    NOTE: Although the packageTypes attribute is not applicable to company-conditional package types, you can include the package type in the request payload to override the conditional logic, if needed.
  • Use Case #3: No Package Type Conditions Have Been Met - If no conditions have been met for any packages, meaning no packages are in the payload, the following error message will return: "There are no disclosure packages available to send to the borrower at this time."

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If conditions are met for packages that have not yet been sent, those packages will be delivered without an error response.

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