V1 Manage Preliminary Conditions

Use this API to add to a condition set and to update or delete preliminary conditions for a loan.

Path Params
string
required

The unique identifier assigned to a loan.

Query Params
string

Action to perform. Possible values are:
add- Adds to a condition set.
remove - Deletes the condition.
update - Updates the condition.

string

Optional. View type parameter. Enumerations: entity,id When no view parameter is provided, the API will return 204 - No Content with no response body.

Body Params
boolean

A value of true indicates that underwriting has access to this condition.

string

The milestones to describe when the condition must be satisfied. Possible values are: Approval, Docs, Funding, Closing, and Purchase.

string

The condition category. Possible values are: Assets, Credit, Income, Legal, Misc, and Property.

boolean

Whether the condition's status is fulfilled.

string

Date and time that the condition is fulfilled. For example, 2017-03-24T04:14:30Z

fulfilledBy
object

Information about the Encompass user who fulfilled the condition.

string

Unique identifier of an underwriting condition.

string

The ID of the template used to create the condition.

string

Required. Type of a condition. Possible values are underwriting, postclosing, preliminary, and purchase.

boolean

Whether the condition's status is Removed.

string

Required. Title of the document.

string

Description of the document.

string

Details of the document description.

boolean

A value of true indicates the condition will be linked to all applications or only for a specified application. If linked to a specified application, the application ID must be provided.

application
object

Required. Loan application to which to apply the condition. Required if applying condition to a specific application. If you want to apply the condition to all applications of the loan, set the forAllApplications attribute to true.

string

Required. Source of the condition. Possible values are: Escrow, Investor, Recorder’s Office, Borrowers, FHA, VA, MI Company, Other, Manual, Condition Set, and Automated Conditions.

string

Date and time the condition is waiting to be received by. For example, 2017-03-24T04:14:30Z

string

Indicates the status of the condition. Possible values are: Added, Expected, Requested, Received, Rerequested, Fulfilled, Reviewed, Sent, Cleared, Waived, Expired, and Rejected.

string

Date and time the condition's status was last changed. For example, 2017-03-24T04:14:30Z.

integer

Number of days for the condition to be received.

string

User who requested the condition.

string

Date and time the condition was created. For example, 2017-03-24T04:14:30Z.

createdBy
object

Information about the Encompass user who created the condition.

boolean

Whether the condition's status is Requested.

string

Date and time the condition was rerequested. For example, 2017-03-24T04:14:30Z.

requestedBy
object

Information about the Encompass user who requested the condition.

boolean

Whether the condition's status is Re-requested.

string

Date and time the condition was rerequested. For example, 2017-03-24T04:14:30Z.

rerequestedBy
object

Information about the Encompass user who re-requested the condition.

boolean

Whether the condition's status is Received.

string

Date and time the condition was received. For example, 2017-03-24T04:14:30Z

receivedBy
object

Information about the Encompass user who received the condition.

boolean

Whether the condition belongs to a condition set.

comments
array of objects

Any comments for the condition.

comments
documents
array of objects

Any supporting documents.

documents
Headers
string
required

Bearer token

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

500

Internal Server Error

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