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V3 Get External Banks
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API Reference
Welcome
API Previews
Consumer Engagement
Loan Opportunity Settings
Contracts
Affordability
Get Affordability Qualification Settings
get
Create Affordability Qualification Settings
post
Update Affordability Qualification Settings
put
Delete an Affordability Qualification
delete
Email Template Management
Get Email Template
get
Create Email Template
post
Get Email Template Details
get
Update Email Template
put
Delete an Email Template
delete
Feature Management
Get Feature Management Settings
get
Create New Feature
post
Update a Feature Management Setting
patch
Update a Feature
put
Delete a Feature Management Setting
delete
Letter Template Management
Get List of Letter Templates
get
Get Letter Template Details
get
Create a Letter Template
post
Update Letter Template
put
Delete Letter Template
delete
Loan Opportunity Management
Contracts
Get All Scenarios
get
Get a Scenario
get
Create a Scenario
post
Update a Scenario
put
Updates a Scenario
patch
Delete a Scenario
delete
Convert Scenario to Loan
get
Send a Notification Request
post
Get a Loan Opportunity
get
Get Loan Opportunities
get
Create Loan Opportunity
post
Update Loan Opportunity
patch
Replace Loan Opportunity
put
Delete Loan Opportunity
delete
Convert Loan Opportunity
post
Document Management for an Opportunity
Contracts
Get a Document
get
Create a Document
post
Update a Document
patch
Loan Opportunity Selector
Get Loan Opportunities with Search
get
Prospect Engagement
Contracts
Create Invitation URL
post
Create Reminder URL
post
DOCUMENT DELIVERY
Packages
Get Packages
get
Get Package
get
Point of Sale Integration Framework
Contracts
Create a Package Event
post
Create a Session
post
Encompass Contacts
Borrower
V1 Contracts
Link Borrower Contacts to a Loan
V1 Get Borrower Contact List
post
V1 Get a Borrower Contact
get
V1 Get Canonical Names
get
V1 View Borrower Contacts (with Pagination)
post
V1 Create Borrower Contact
post
V1 Update Borrower Contact
patch
V1 Delete Borrower Contact
delete
V1 Get All Notes for a Borrower Contact
get
V1 Get a Note for a Borrower Contact
get
V1 Create a Note for a Borrower Contact
post
V1 Update a Note for a Borrower Contact
patch
V1 Delete a Note for a Borrower Contact
delete
Groups
V1 Contracts
V1 Get All Contact Groups
get
V1 Get a Contact Group
get
V1 Get All Contacts in Contact Group
get
V1 Create Contact Group
post
V1 Add or Remove Group Contacts
patch
V1 Update a Contact Group
patch
V1 Delete a Contact Group
delete
Business
V1 Contracts
Link Business Contacts to a Loan
V1 Get Business Contact List
post
V1 Get a Business Contact
get
V1 Get Canonical Names
get
V1 View Business Contacts (with Pagination)
post
V1 Create a Business Contact
post
V1 Update a Business Contact
patch
V1 Delete a Business Contact
delete
V1 Get a Note for a Business Contact
get
V1 Create Note for a Business Contact
post
V1 Update Note for a Business Contact
patch
V1 Delete Note for a Business Contact
delete
Encompass Docs
Send Encompass Docs
Contracts
Manage Plan Codes
Apply Plan Code
post
Get Plan Codes
get
Audit Loan File
Create Loan Audit for Opening Order
post
Create Loan Audit for Closing Order
post
Get Document Audit for Opening Order
get
Get Document Audit for Closing Order
get
Generate Document Package
Generate Opening Doc Set
post
Generate Closing Doc Set
post
Generate Forms
post
Get Order Status
get
Add Documents to a Package
Add to Opening Doc Set
post
Get Opening Doc Set
get
Add to Closing Doc Set
post
Get Closing Doc Set
get
Send Document Package
Send Opening Package
post
Send Closing Package
post
Send Forms
post
Get Opening Package Delivery Details
get
Get Closing Package Delivery Details
get
Get Forms Delivery Details
get
Print On Demand
Contracts
Generate a Print Order
post
Get a Print Order
get
Encompass Loan
Assets
V3 Contracts
V3 Get Other Income
get
V3 Manage Other Incomes
patch
V3 Get Other Assets
get
V3 Manage Other Assets
patch
V3 Get Gifts and Grants
get
V3 Manage Gifts and Grants
patch
V3 Get REO Properties
get
V3 Manage REO Properties
patch
Associates & Milestones
V3 Contracts
V3 Get Milestone Logs List
get
V3 Get Milestone Log
get
V3 Update Milestone Log
patch
V3 Get Milestone Free Role List
get
V3 Update Milestone Free Role
patch
V3 Update Milestone Dates
patch
V1 Contracts
V1 Get List of Associates
get
V1 Assign a Loan Associate
put
V1 Get All Milestones
get
V1 Get All Milestone Free Roles
get
V1 Get an Associate
get
V1 Get a Milestone
get
V1 Update a Milestone
patch
V1 Get a Milestone Free Role
get
V1 Update a Milestone-Free Role
patch
AUS Tracking
V1 Contracts
V1 Get All AUS Tracking Log
get
V1 Get an AUS Tracking Log
get
V1 Get AUS Tracking Log Snapshot
get
V1 Create an AUS Tracking Log
post
V1 Update an AUS Tracking Log
patch
Audit Trail
V3 Pull Loan Field Audit Data
post
Borrower Pair
V1 Contracts
V1 Get All Borrower Pairs
get
V1 Get a Borrower Pair
get
V1 Create Borrower Pair
post
V1 Update Borrower Pair
patch
V1 Delete Borrower Pair
delete
V1 Move Borrower Pair
patch
Borrower Vesting
V3 Contracts
V3 View Vesting Entities
get
V3 Manage Vesting Entities
patch
Batch Update
V1 Get Status
get
V1 Update Loans
post
Calculators
Loan Calculations
V1 Contracts
V1 Calculate Loan
post
Print Form Calculators
V3 Contracts
V3 Get List of Standard Print Forms for a Loan
post
Compliance Calculator
V3 Contracts
V3 Compliance Calendar Date Calculator
post
Conversation Log
V3 Contracts
V3 Create Conversation Log
patch
V1 Contracts
V1 Get All Conversation Logs
get
V1 Get a Conversation Log
get
Disasters Collection
V3 Contracts
V3 Get Disasters
get
V3 Manage Disasters
patch
Disclosure Tracking (2015)
V3 Contracts
V3 Get a List of Disclosure Tracking Logs
get
V3 Get a Disclosure Tracking Log
get
V3 Get Disclosure Tracking Log Email Messages
get
V3 Get Disclosure Tracking Snapshots
get
V3 Get Disclosure Tracking Snapshot
get
V3 Add a Disclosure Tracking Log
post
V3 Update a Disclosure Tracking Log
patch
V3 Add Manual Fulfillment
post
V1 Contract
V1 Get a List of Disclosure Tracking Logs
get
V1 Get a Disclosure Tracking Log
get
V1 Get Snapshot
get
eFolder Documents
V3 Contracts
V3 Get List of Documents
get
V3 Get a Document
get
V3 Manage Documents
patch
V3 Assign Document Attachments
patch
V3 Add Comments to a Document
patch
V1 Contract
V1 Get List of Documents
get
V1 Get a Document
get
V1 Get Document Attachments
get
V1 Create Document
post
V1 Update Document
patch
V1 Assign Document Attachments
patch
eFolder Attachments
V3 Contracts
V3 Get List of Attachments
get
V3 Get an Attachment
get
V3 Update or Remove Attachments
patch
V3 Create Attachment URL
post
V3 Get Download Attachment URL
post
V1 Contracts
V1 Get List of Attachments
get
V1 Get an Attachment
get
V1 Get Attachment Metadata
get
V1 Upload Attachment to eFolder
put
V1 Get Attachment from eFolder
post
V1 Get Thumbnail of Page
post
V1 Get Page of Attachment
post
V1 Update Attachment
patch
eFolder Export Attachments
Contracts
Get Export Status
get
Export Attachments
post
Export Files Job Creator
post
eFolder History
V3 Get eFolder History
get
Import from File
V3 Converter to Import New Loan
post
V3 Importer to Update Loan
post
V1 Loan Importer to Create Loan
post
Liabilities
V3 Contracts
V3 Get Other Liabilities
get
V3 Manage Other Liabilities
patch
Loan Contacts
V3 Contracts
V3 Get Affiliated Business Arrangements
get
V3 Manage Affiliated Business Arrangements
patch
V3 Manage Service Provider Contacts List
patch
V3 Get Service Provider Contacts
get
V3 Get Home Counseling Provider
get
V3 Manage Home Counseling Providers List
patch
Loan Conditions
V1 Contracts
V1 Get an Underwriting Condition
get
V1 Get All Underwriting Conditions
get
V1 Create Underwriting Conditions
post
V1 Manage Underwriting Conditions
patch
V1 Manage Underwriting Comments
patch
V1 Manage Underwriting Documents
patch
V1 Get All Preliminary Conditions
get
V1 Get a Preliminary Condition
get
V1 Create Preliminary Conditions
post
V1 Manage Preliminary Conditions
patch
V1 Manage Preliminary Comments
patch
V1 Manage Preliminary Documents
patch
V1 Get All Post-Closing Conditions
get
V1 Get a Post-Closing Condition
get
V1 Create Post-Closing Conditions
post
V1 Manage Post-Closing Conditions
patch
V1 Manage Post-Closing Comments
patch
V1 Manage Post-Closing Documents
patch
Loan Enhanced Conditions
V3 Contracts
V3 Get All Enhanced Conditions
get
V3 Get an Enhanced Condition
get
V3 Manage Enhanced Conditions
patch
V3 Get Comments
get
V3 Manage Comments
patch
V3 Get Documents
get
V3 Manage Documents
patch
V3 Get Tracking Entries
get
V3 Manage Tracking Entries
patch
V3 Evaluate Automated Conditions
post
Loan Folder
V3 Contracts
V3 Get List of Loan Folders
get
V3 Get a Loan Folder
get
Loan Management
V3 Get Loan
get
V3 Create Loan
post
V3 Update Loan
patch
V3 Delete Loan
delete
V3 Get UCD Fields
get
V1 Get Loan
get
V1 Get Loan Metadata
get
V1 Get Supported Entities
get
V1 Create Loan
post
V1 Move Loan to Folder
patch
V1 Delete Loan
delete
V1 Update Loan
patch
Loan Management (Reader / Writer)
V3 Contracts
V3 Field Reader
post
V3 Field Writer
post
V3 Update Field Lock Data
patch
V1 Contracts
V1 Field Reader
post
Loan Pipeline
V3 Contracts
V3 Loan Pipeline for Reports
post
V3 Loan Pipeline (with Pagination)
post
V3 Get Canonical Names
get
V1 Contracts
V1 Get Canonical Names
get
V1 Create Cursor
post
V1 Loan Pipeline (with Pagination)
post
V1 Loan Pipeline
post
Non-Borrowing Owners
V3 Contracts
V3 Get Non-Borrowing Owners
get
V3 Manage Non-Borrowing Owners
patch
Rate Lock
V1 Contracts
V1 Get All Rate Lock Requests
get
V1 Get a Rate Lock Request
get
V1 Get Snapshot of a Rate Lock Request
get
V1 Submit a Rate Lock Request
post
V1 Update a Rate Lock Request
patch
V1 Confirm a Rate Lock Request
put
V1 Cancel Lock Request
put
V1 Deny a Rate Lock Request
put
V1 Void a Rate Lock Request
put
Recipients
V3 Contracts
V3 Get Recipients
get
Registration Logs
V3 Contracts
V3 Get Registration Logs
get
V3 Get a Registration Log
get
V3 Create Registration Log
post
V3 Update Registration Log
patch
Resource Lock
V3 Contracts
V3 Get List of Resource Locks
get
V3 Get a Resource Lock
get
V3 Lock Resource
post
V3 Unlock Resource
delete
V1 Contracts
V1 Get a Resource Lock
get
V1 Get List of Resource Locks
get
V1 Lock Resource
post
V1 Unlock Resource
delete
URLA Alternate Names
V3 Contracts
V3 Get URLA Alternate Names
get
V3 Update URLA Version
patch
V3 Update URLA Alternate Names
patch
Verification Input Forms
V3 Contracts
V3 Get VOLs
get
V3 Manage VOLs
patch
V3 Get VODs
get
V3 Manage VODs
patch
V3 Get Non-VOLs
get
V3 Manage non-VoLs
patch
V3 Get Employment
get
V3 Manage Employment
patch
V3 Get Residences
get
V3 Manage Residences
patch
V3 Get Additional Loans
get
V3 Manage Additional Loans
patch
ENCOMPASS SCHEMA
Schema
V3 Contracts
V3 Get Loan Schema
get
V3 Get Field Schema
get
V3 Get Virtual Fields
get
V1 Get Loan Schema
get
V1 Get Field Schema
get
V1 Path Generator
post
V1 Contract Generator
post
ENCOMPASS PERSONALIZATION
Loan Pipeline Views
Preview: V3 Create Pipeline View
post
Preview: V3 Update Pipeline View
patch
Secondary and Trades
Correspondent Trades
Trade Pipeline
Contracts
Get Trade Pipeline of Correspondent Trade
post
Get Field Definitions
get
Trade Management
Create a Correspondent Trade
post
Get Correspondent Trade
get
Update a Correspondent Trade
patch
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