V1 Update a Milestone-Free Role

The loan ID, which is the unique identifier assigned to the loan.

The milestone-free log ID. The log ID can be obtained from the response of Get All Milestones

Loan associate type can be user or group. This attribute is required when associating a user to a milestone or milestone-free role.

Encompass user ID. This attribute is required when associating a user to a milestone or milestone-free role.

Name of the loan associate. The associate name cannot be updated. It will be extracted from the user’s profile when associating the user to milestone or milestone-free role.

Phone number of the loan associate. The phone number cannot be updated. It will be extracted from the user’s profile when associating the user to milestone or milestone-free role.

Cell phone number of the loan associate. The cell phone number cannot be updated. It will be extracted from the user’s profile when associating the user to milestone or milestone-free role.

Fax number of the loan associate. The fax number cannot be updated. It will be extracted from the user’s profile when associating the user to milestone or milestone-free role.

Email address of the loan associate. The email address cannot be updated. It will be extracted from the user’s profile when associating the user to milestone or milestone-free role.

Role name of the milestone or milestone-free role. This is a read-only attribute.

Although Encompass allows for the creation of custom roles, there are four “fixed” role names defined in Encompass:
Loan Officer

Loan Processor

Loan Closer

Underwriter

Custom roles can be mapped to a fixed role in Encompass.

Write access indicator of the milestone or milestone-free role. This is a read-only attribute.

Bearer token.