Loan Associate Attributes
| ATTRIBUTE | DESCRIPTION |
|---|---|
| loanAssociateType string | Loan associate type can be user or group. This attribute is required when associating a user to a milestone or milestone-free role. |
| id string | Encompass user ID. This attribute is required when associating a user to a milestone or milestone-free role. |
| name string | 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 string | 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. |
| cellphone string | 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 string | 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 string | 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. |
| roleName string | 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. |
| roleId int32 | Role Id associated with the milestone or milestone-free role. This is read only attribute. |
| writeAccess boolean | Write access indicator of the milestone or milestone-free role. This is a read-only attribute. |
Milestones Log Attributes
| ATTRIBUTE | DESCRIPTION |
|---|---|
| id string | Unique identifier of the milestone. |
| startDate string | The start date of the milestone. |
| loanAssociate object | Object containing loan associate details. See Loan Associate Attributes |
| expectedDays integer | The expected number of days to finish the milestone. |
| doneIndicator boolean | Indicates whether the milestone has been completed. |
| actualDays integer | Indicates the number of days to complete the milestone. |
| reviewedIndicator boolean | Indicates whether all activities or documents related to the milestone have been reviewed. |
| roleRequired boolean | Specifies whether assigning a loan team member to this milestone is required. |
| milestoneName string | Name of the milestone set by the Encompass administrator. |
Loan Milestone-Free Role Attributes
| ATTRIBUTE | DESCRIPTION |
|---|---|
| id string | Unique Identifier of a milestone-free log. |
| loanAssociate object | Object containing loan associate details. |
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