The Secondary Settings API provides methods to retrieve investor templates.
Investor and funding templates are configured in Secondary Setup in Encompass settings. The Secondary Settings APIs provide methods to retrieve investor or funding templates available in Encompass. Once a template is retrieved, the template values can be applied based on the selected investor when locking a loan for a specific investor's pricing.
Usage Notes:
The caller will request a list of templates and then retrieve details for a selected template.
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