Settings: Loan Templates

Encompass allows users to create publicly- or privately-available loan templates to use when creating new loans that have common characteristics or data. Using loan templates saves time and decreases the data entry requirements, which improves the accuracy of loan information.

This API provides operations for accessing loan templates created through Encompass, and for using them to create new loan instances.

The primary requirement for using a Loan Template is that your code is able to successfully retrieve the template from the Encompass Server. Every template, regardless of its type, resides in a file system-like hierarchy of folders. And, just as with the Windows file system, each template has a path specification which is used to access the object.

Default path specifications for templates are:

For public loan templates:
Public\Companywide\ {

For private or personal loan templates:
Personal\Companywide\ {