The Secondary Setup settings API provides methods to retrieve investor templates.
Funding and investor templates are configured in Secondary Setup in Encompass settings. The Secondary Setup settings APIs provide methods to retrieve funding or investor 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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