IceMortgage Encompass

This is an Activepieces custom piece for integrating with ICE Mortgage Technology's Encompass API (formerly Ellie Mae).

Features

• Create Loan: Create new loans with full loan data or using templates
• Retrieve Loan: Get complete loan information by loan ID
• Update Loan: Update existing loans with support for templates
• Delete Loan: Remove loans from the system
• Manage Field Locks: Add, remove, or replace field locks on loan fields

Authentication

This piece uses OAuth2 Client Credentials authentication. You will need:

• API Base URL: Your Encompass API endpoint (e.g., https://api.elliemae.com)
• Client ID: Your OAuth2 client ID
• Client Secret: Your OAuth2 client secret
• Instance ID: Your Encompass instance ID

Actions

Create Loan

Create a new loan with borrower, property, and other loan details. Supports applying templates during creation.

Retrieve Loan

Fetch complete loan information using the loan ID.

Update Loan

Update existing loan fields. Supports applying loan program templates, closing cost templates, or template sets.

Delete Loan

Permanently delete a loan from Encompass.

Manage Field Locks

Control field locking on loan fields. Supports three operations:

• Add: Lock additional fields
• Remove: Unlock specific fields
• Replace: Replace all locked fields with a new set

API Documentation

Based on Encompass Developer Connect API v3. For more details, refer to the official Encompass API documentation.

Version

0.0.1

License

MIT